Most people spend decades building wealth — and very little time designing how to enjoy it efficiently. In this free live training, you'll learn how a coordinated retirement blueprint can help reduce your lifetime tax burden and bring genuine clarity to your income plan.
These are well-documented planning topics that often receive less attention than they deserve. Understanding them well in advance gives you more time and more options — which is exactly the point of this training.
Beginning at age 73, the IRS requires annual withdrawals from tax-deferred retirement accounts. Understanding how RMDs interact with your overall income — and how to plan around them thoughtfully — can make a meaningful difference in your tax picture.
A portion of Social Security benefits may be subject to federal income tax, determined by a formula called provisional income. Many retirees aren't aware of how other income sources factor into this calculation — or how to structure income to manage it.
When one spouse passes, the surviving partner's tax filing status changes — which can meaningfully affect their effective tax rate. Planning for this scenario in advance gives couples more options and greater peace of mind.
The 10-Year Rule requires most non-spouse beneficiaries to fully distribute an inherited IRA within a decade. Knowing this in advance allows families to build a legacy strategy that works with — rather than around — these rules.
Current tax provisions are scheduled to change when existing legislation expires. Being informed about what may shift — and having a strategy in place — puts you in a stronger position regardless of how the landscape evolves.
Many people work with excellent individual professionals — an advisor, a CPA, an attorney — but have never had all three working from the same plan. Coordination across disciplines is where some of the most meaningful planning efficiencies are found.
A well-built home starts with a blueprint — an intentional design that accounts for every system working together. Retirement planning works the same way. In this training, you'll be introduced to the BUILD framework — a five-part approach to bringing every element of your financial life into a single coordinated plan.
Every session includes a dedicated Q&A. Bring the things you've been curious about but haven't had the right setting to explore. This is a relaxed, jargon-free conversation — and there are no wrong questions.
You have $250K–$1M+ saved and you'd like to understand how to structure your income as efficiently as possible.
You're within 10 years of retirement and want to explore tax planning strategies while you have the most flexibility.
You've recently retired and want a clearer picture of how your income plan is working from a tax perspective.
You work with advisors you trust but want to understand how well your overall plan is coordinated across disciplines.
You work with a CPA for tax filing and are curious about what a more proactive, forward-looking tax strategy might look like.
You value education over sales and want a straightforward conversation about how retirement planning really works.
Sam Rodriguez works with families and individuals who are approaching or have recently entered retirement — and who want their financial plan to be as thoughtfully designed as the wealth they've built.
His practice centers on the Wealth Architecture Blueprint, a coordinated framework that integrates taxes, investments, income sequencing, and protection into a single cohesive plan. Sam's belief is straightforward: good individual advice is valuable, but coordinated advice is transformative.
This training reflects how Sam works — educational, direct, and focused on giving people the information they need to make genuinely confident decisions.
Join us live for a straightforward, educational look at how coordinated retirement planning works — and get your questions answered in real time.