Rodriguez Financial Strategies, LLC

Rodriguez Financial Strategies, LLC Rodriguez Financial Strategies is a veteran-owned firm providing financial planning, retirement

José “Rafi” Jose Rodríguez is a retired Colonel, United States Air Force. After culminating his successful military career in March 2004, he then pursued a career as a Financial Advisor and now presides over “Rodríguez Financial Strategies, Limited Liability Company”. He focuses on comprehensive financial planning for professionals, small businesses and affluent clients. He holds FINRA series 6, 6

3, 65, & 7 securities licenses is life and health insurance licensed in OH, FL, GA, LA, NJ, NM, and TX. Please see my website https://www.AskRafi.com for full disclosure.

Are you ready to embark on your retirement journey? Planning for retirement can be as enjoyable as the trip itself. In t...
06/04/2026

Are you ready to embark on your retirement journey? Planning for retirement can be as enjoyable as the trip itself. In the days ahead, we will be offering even more retirement planning details to help you prepare for your greatest adventure yet. In the meantime, please share with us where you’d like to travel to in your retirement.

What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1.
06/03/2026

What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1.

Here's a breakdown of how the federal government spends your tax money.

Summer means the kids will be out of school, making it an excellent time to plan a family getaway. Check out this list o...
06/02/2026

Summer means the kids will be out of school, making it an excellent time to plan a family getaway. Check out this list of the best summer vacation spots for family fun. These destinations are sure to create lasting memories for you and your loved ones.

All-inclusive? Outdoorsy? Thrilling? We've got something for everyone.

One of the most overlooked questions in building a retirement strategy isn't "How much do I have?" It's "When do I need ...
06/02/2026

One of the most overlooked questions in building a retirement strategy isn't "How much do I have?" It's "When do I need it?"

That's exactly what a bucket strategy does. It matches your assets to your timeline, so every dollar is working as hard as it can for as long as it can.

Do your buckets match your time horizon?

Heard of ETFs but not sure what they are? This post explains how they work, what types exist, and why some investors con...
06/02/2026

Heard of ETFs but not sure what they are? This post explains how they work, what types exist, and why some investors consider them.

Curious about how this investment option might align with your goals? Let’s connect.



**ETFs are sold only by prospectus. Please consider the charges, risks, expenses, and investment objectives carefully before investing. A prospectus containing this and other information about the investment company can be obtained from your financial professional. Read it carefully before you invest or send money.**

Warren Buffett stepped down as CEO on January 1, 2026, but we can only hope he shares more words of wisdom.
06/02/2026

Warren Buffett stepped down as CEO on January 1, 2026, but we can only hope he shares more words of wisdom.

How vulnerable is the U.S. workforce to automation?New research suggests that roughly 20% of jobs are considered highly ...
06/02/2026

How vulnerable is the U.S. workforce to automation?

New research suggests that roughly 20% of jobs are considered highly exposed to existing robotic and automation technologies. Roles in areas like transportation, manufacturing, retail, and food services are among those identified as more susceptible to task replacement.

Importantly, “vulnerable” does not automatically mean immediate job loss. Historically, technology adoption unfolds gradually. While some tasks may become automated, new roles often develop in oversight, maintenance, data management, and system design.

As automation capabilities expand, understanding which sectors may experience greater disruption can provide helpful context around long-term workforce shifts, productivity trends, and broader economic changes.


Source:

More than half of jobs in manufacturing and transportation could be automated over the next 20 years, according to Oxford Economics.

06/01/2026

5 solo business owners share how they are using AI and vibe coding

Artificial intelligence is becoming a more common expectation in early-career roles.Recent data shows that about 4.2% of...
06/01/2026

Artificial intelligence is becoming a more common expectation in early-career roles.

Recent data shows that about 4.2% of entry-level job postings now reference AI skills, nearly double the share from a year ago. Internship postings are even higher, with more than 10% including AI-related requirements.

The trend spans a range of industries, with the strongest presence in technology roles, along with growing adoption in areas like financial services and marketing.

At the same time, many students report learning these tools on their own, as formal training continues to catch up with workplace expectations.

While the overall job market for new graduates remains competitive, familiarity with AI tools is becoming one way candidates can stand out across a variety of roles.


Source:

As of March, 4.2% of full-time early-career jobs called for AI skills, nearly double the share from a year ago, according to Handshake's 2026 graduate report.

Address

4031 Colonel Glenn Highway
Beavercreek, OH
45431

Opening Hours

Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm

Telephone

+19374274292

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