Twenty years of helping individuals and families plan, protect, and grow what they've built — so the next generation starts further ahead.
Nine plain-language ideas — from paying yourself first to the Rule of 72 — delivered straight to your inbox.
One relationship, nine ways we can help — so your finances don't live in nine disconnected places.
Omar Rodriguez founded Simple Finances around a simple idea: that every family deserves to understand their own financial picture — not just be sold a product. For two decades, Omar has helped individuals and families across the community plan for retirement, protect what they've built, and make sense of decisions that are often confusing by design — with guidance that stays current, honest, and focused on what actually fits your life.
How Money Works is a plain-language guide to the ideas that actually move the needle: paying yourself first, getting out of debt, the Rule of 72, choosing the right life insurance, and more.