Edward Jones -Financial Advisor: Mindy Rodriguez

06/09/2026

When teamwork extends to wardrobe coordination 😄

Completely unplanned, but my office partner and I showed up today in almost identical outfits. Safe to say we’re on the same page, literally and stylistically.

It’s always fun when the little moments at work remind you how connected your team really is.

Curious, has this ever happened to you and a coworker?

06/08/2026

Two years ago, I walked out of the CFP®️ exam knowing I had just taken one of the most challenging and meaningful steps of my career.

Today, I’m grateful not just for the credential, but for what it represents.
Becoming a CFP®️ wasn’t about passing a test. It was about committing to a higher standard. To better serve the individuals and families who trust me with their retirement planning.

Over the past two years, that commitment has shaped how I guide clients:
• Turning uncertainty into a clear retirement strategy
• Aligning investments with real-life goals (not just numbers on a page)
• Helping people feel confident about the future they’re building

Retirement planning isn’t just about getting to the finish line, it’s about making sure the path along the way actually supports the life you want to live.

To everyone who supported me on that journey, thank you! And to the clients who allow me to do what I love every day.....I don’t take that trust lightly ♥️.

Here’s to continuing to learn, grow, and help more people retire with purpose and confidence.

06/02/2026

If this phone booth could talk…

It’s seen decades of change.... technology evolving, communication speeding up, and the world moving faster than ever.

But one thing hasn’t changed: The importance of having a plan before you pick up the phone. Retirement planning works the same way.
Too often, people wait until they feel “ready” to invest or save. They’re waiting for the perfect moment… the perfect number… the perfect clarity.

That moment rarely comes.

Instead, the most successful outcomes I see as a CFP®️ come from something much simpler:
✅ Starting early
✅ Investing consistently
✅ Building a plan around your goals, not someone else’s timeline

Think of your financial plan like that iconic red phone booth:
*It’s not flashy.
*It’s not new.

But it’s dependable, a place to pause, get clarity, and connect to where you want to go.

Your retirement shouldn’t be left to chance or guesswork.
It should be intentional, structured, and aligned with the life you actually want to live.
If you haven’t stepped into your “booth” yet, now’s a great time.

05/26/2026

Don’t let your retirement savings get lost in the pecking order.

When you change jobs, one of the most important financial decisions you’ll face is what to do with your old 401(k).

It might not seem urgent but it matters more than you think.

Your options:

Leave it with your old employer
Move it to your new plan
Roll it into an IRA

A 401(k) rollover is often worth a closer look:
It can help you consolidate accounts, access more investment choices, and potentially lower fees.
But making the wrong move can lead to taxes, penalties, or missed growth opportunities.

That’s where a financial advisor can help.
✅ Clarify your options
✅ Guide the rollover process
✅ Keep your retirement strategy on track

Career moves happen....make sure your money keeps up and stays off the chopping block.

05/19/2026

When retirement is just around the corner, an unexpected event or major expense can be unsettling. The good news is you don’t have to jeopardize your long-term future. The key is understanding the pros and cons of all your options.

Learn the considerations for retirees and pre-retirees to tap taxable investment accounts and retirement accounts for cash shortfalls.www.edwardjones.com/us-en

05/15/2026

Emotions and investing usually don’t mix well. Fear, excitement and panic often push investors to buy high, sell low or abandon their strategy altogether.

Before reacting to the latest headline, pause and reconnect with your long term goals. Your retirement, your family’s future and your legacy may depend on it.

Too often, our emotions can be a barrier to our investment success. In these situations, it’s important to take a timeout and remember why you’re investing.

05/14/2026

Celebrating 10 Years of Partnership, both in Life and Career ❤️

Today, I’m celebrating a milestone that means more to me than any professional achievement........10 years of marriage to my incredible husband!!

Over the past decade, he has been my constant source of strength, encouragement, and perspective. Behind every goal I’ve pursued and every milestone I’ve reached in my career, there’s been his unwavering support, whether that meant late-night pep talks, celebrating the wins (big and small), or reminding me of my resilience when challenges felt overwhelming.

Success is rarely a solo journey, and I’m deeply grateful to have a partner who not only believes in me, but invests in my dreams as if they were his own. His support has shaped not just my career, but who I’ve become along the way.

Here’s to 10 amazing years and to building, growing, and dreaming together for many more.

05/08/2026

We were definitely in our event era last night

Sponsoring Taylor Swift Night at Provenance Neighborhood was an absolute blast. From the sing-alongs and sparkly outfits to the incredible energy all around. It felt like everyone showed up ready to shake it off and just have fun!
There’s something so special about nights like these. It's always great music, amazing local vendors, and a community that knows how to make every moment feel unforgettable.
Huge thanks to everyone who stopped by and celebrated with us…you made the whole place shimmer ✨

04/30/2026

Angie and I agree!! This is a great place to work and we are enjoying every moment that we get to help our amazing clients! :)

Edward Jones has been named to the 2026 Fortune 100 Best Companies to Work ®️ list by Great Place To Work ®️ and Fortune ®️ Magazine.

Based on factors such as trust in leadership, opportunities for career development, wellbeing, and overall sense of purpose within the organization – this recognition reflects the firm’s commitment to helping associates grow at every stage of their careers.

It’s a shared approach that reflects the experiences of associates across the firm and the environment they help create every day. One built on support, growth, and a shared commitment to serving clients and communities.

We take pride in the work we do and the people we get to do it with.

Disclosure: 2026 Fortune 100 Best Companies to Work For, published April 2026, research by Great Places to Work, data as of July 2025. Compensation provided for using, not obtaining, the rating.

https://bit.ly/4eCXoFt

04/22/2026

Today is Administrative Professionals Day, but for me, it’s also a perfect moment to recognize someone who goes far beyond any title.

Thank you, Angie, my Registered Branch Associate, for everything you do, day in and day out. Your dedication, attention to detail, calm under pressure, and constant willingness to step in wherever needed make a meaningful difference for our clients and our team.
You are a true partner in this business, someone I trust implicitly, and a big part of what allows our branch to run smoothly and successfully. I’m incredibly grateful for your support, professionalism, and heart.
Administrative professional may be the label today, but your impact is so much more than that. 💙