Author: Zach Rodriguez
Zach Rodriguez
After navigating personal trials and professional transitions, Zach founded Outlive Financial Planning, a Registered Investment Adviser, to help people live with more clarity, confidence, and intention. As the founder of an RIA firm and a holder of the Series 65 license, he is legally qualified to deliver comprehensive investment and financial planning advice. His work has also been recognized in outlets like Barron’s, where he shares insights on supporting military service members through intentional financial planning. As a values-first, fee-only financial planner, Zach brings a rare combination of strategic insight, transparency, and deep empathy to every client relationship.
While financial advisors may tell their clients to think of their life in financial buckets, it’s not exactly the easiest framework to focus on. Whether it’s because the concept seems too abstract or that people can only easily focus on the present, compartmentalizing finances is tricky at best. One of the reasons thinking in financial buckets can seem like a pipe dream is that people who are particularly stressed or pushed to their max have a difficult time focusing on anything other than the present. Sure it makes sense for a 30-year-old to be planning for their retirement, but if…