Money & Stuff

A fast food combo crossing $10 might seem small, but it says a lot about today’s economy. In this episode, Sam Rodriguez and Conor Shepard break down why things still feel expensive even as inflation slows. From why prices rarely come down to the gap between wage growth and rising costs, they connect what you’re feeling to what’s actually happening.If your money doesn’t seem to go as far anymore, this will help explain why. Watch On YouTube: If Inflation is Down, Why Are Prices Still High?Want to talk to an advisor about something you heard in this episode?Reach out to us:  www.foundationwealthpartners.com/contactInterested in hearing Sam & Conor talk about specific money or stuff topics, or want to be on the show? Send Conor an Email Today:[email protected] Have Questions? Book a Complimentary Strategy Session:https://oncehub.com/FWPIntroMeetingPODCAST DISCLOSURESInvestment advice offered through Foundation Wealth Partners, a DBA of Advisor Resource Council and registered investment advisor. Foundation Wealth Partners and Advisor Resource Council are separate entities. Additional information, including management fees and expenses, is provided on our Form ADV Part 2 available upon request or at the SEC’s Investment Advisor Public Disclosure Site at https://adviserinfo.sec.gov/firm/summary/164109.All content presented is for educational purposes only and should not be construed as an endorsement of any third party or such third party’s views, or as a solicitation or offer to sell securities or provide investment, tax, legal, or consulting services, and should not be acted upon without obtaining specific advice from a qualified professional.We believe the information presented to be reliable, but is not guaranteed as to its accuracy or completeness. All examples are hypothetical and for illustrative purposes only.Any opinions or statements by third parties are their own and may not be representative of the experience of others or indicative of future investment performance or success. No compensation has been exchanged for any testimonials, endorsements, and/or recognitions.  ©2025 Foundation Wealth Partners, a DBA of Advisor Resource Council, All rights

Even with unemployment holding near 4%, many Americans feel worse off than ever and the numbers tell a different story.In this episode, Sam Rodriguez, CFP®, and Conor Shepard unpack what’s really happening in today’s labor market. From the rise of gig and “fractional” work to the disappearance of entry-level jobs, they break down how AI, inflation, and shifting employer demands are reshaping what it means to be “employed.”Whether you’re graduating, changing careers, or just trying to make sense of what’s happening in the job market, this episode helps you see the bigger picture and what it means for your financial future.Watch On YouTube: The Hidden Job CrisisWant to talk to an advisor about something you heard in this episode?Reach out to us:  www.foundationwealthpartners.com/contact Interested in hearing Sam & Conor talk about specific money or stuff topics, or want to be on the show? Send Conor an Email Today:[email protected] PODCAST DISCLOSURESInvestment advice offered through Foundation Wealth Partners, a DBA of Advisor Resource Council and registered investment advisor. Foundation Wealth Partners and Advisor Resource Council are separate entities. Additional information, including management fees and expenses, is provided on our Form ADV Part 2 available upon request or at the SEC’s Investment Advisor Public Disclosure Site at https://adviserinfo.sec.gov/firm/summary/164109.All content presented is for educational purposes only and should not be construed as an endorsement of any third party or such third party’s views, or as a solicitation or offer to sell securities or provide investment, tax, legal, or consulting services, and should not be acted upon without obtaining specific advice from a qualified professional.We believe the information presented to be reliable, but is not guaranteed as to its accuracy or completeness. All examples are hypothetical and for illustrative purposes only.Any opinions or statements by third parties are their own and may not be representative of the experience of others or indicative of future investment performance or success. No compensation has been exchanged for any testimonials, endorsements, and/or recognitions.  ©2025 Foundation Wealth Partners, a DBA of Advisor Resource Council, All rights reserved.

If you’re a Gen X or millennial parent, college costs are no longer a distant concern: they're on your doorstep.   In this episode, Sam Rodriguez, CFP®, and Conor Shepard walk through four essential steps to help Gen X and millennial parents avoid overpaying for college. With tuition costs rising and financial aid more confusing than ever, they break down how to stay in the driver’s seat and making sure you don’t let a 17-year-old make a six-figure decision on their own. Learn how to take control of the process, protect your own financial future, and help your kids make smarter college choices.Watch On YouTube: 4 Keys to help Gen X/Millennials Pay for CollegeWant to talk to an advisor about something you heard in this episode?Reach out to us:  www.foundationwealthpartners.com/contact Interested in hearing Sam & Conor talk about specific money or stuff topics, or want to be on the show? Send Conor an Email Today:[email protected] PODCAST DISCLOSURESInvestment advice offered through Foundation Wealth Partners, a DBA of Advisor Resource Council and registered investment advisor. Foundation Wealth Partners and Advisor Resource Council are separate entities. Additional information, including management fees and expenses, is provided on our Form ADV Part 2 available upon request or at the SEC’s Investment Advisor Public Disclosure Site at https://adviserinfo.sec.gov/firm/summary/164109.All content presented is for educational purposes only and should not be construed as an endorsement of any third party or such third party’s views, or as a solicitation or offer to sell securities or provide investment, tax, legal, or consulting services, and should not be acted upon without obtaining specific advice from a qualified professional.We believe the information presented to be reliable, but is not guaranteed as to its accuracy or completeness. All examples are hypothetical and for illustrative purposes only.Any opinions or statements by third parties are their own and may not be representative of the experience of others or indicative of future investment performance or success. No compensation has been exchanged for any testimonials, endorsements, and/or recognitions.  ©2025 Foundation Wealth Partners, a DBA of Advisor Resource Council, All rights reserved.

 Gen X is starting to inherit trillions… and most people have no idea what to do with it.  Inheriting money is emotional:  Grief. Guilt. Pressure. And if you’re not prepared, that money can disappear fast.  In this episode, Sam Rodriguez, CFP®, and Conor Shepard break down the biggest mistakes people make with an inheritance and how to avoid them.  You’ll learn what to do before you spend a dime, how to avoid the tax traps, and how to turn a windfall into lasting peace of mind, not regret. Watch On YouTube: HOW NOT TO BLOW YOUR INHERITANCEWant to talk to an advisor about something you heard in this episode?Reach out to us:  www.foundationwealthpartners.com/contact Interested in hearing Sam & Conor talk about specific money or stuff topics, or want to be on the show? Send Conor an Email Today:[email protected] PODCAST DISCLOSURESInvestment advice offered through Foundation Wealth Partners, a DBA of Advisor Resource Council and registered investment advisor. Foundation Wealth Partners and Advisor Resource Council are separate entities. Additional information, including management fees and expenses, is provided on our Form ADV Part 2 available upon request or at the SEC’s Investment Advisor Public Disclosure Site at https://adviserinfo.sec.gov/firm/summary/164109.All content presented is for educational purposes only and should not be construed as an endorsement of any third party or such third party’s views, or as a solicitation or offer to sell securities or provide investment, tax, legal, or consulting services, and should not be acted upon without obtaining specific advice from a qualified professional.We believe the information presented to be reliable, but is not guaranteed as to its accuracy or completeness. All examples are hypothetical and for illustrative purposes only.Any opinions or statements by third parties are their own and may not be representative of the experience of others or indicative of future investment performance or success. No compensation has been exchanged for any testimonials, endorsements, and/or recognitions.  ©2025 Foundation Wealth Partners, a DBA of Advisor Resource Council, All rights reserved.

In this episode, Sam Rodriguez, CFP®, and Conor Shepard  break down how Generation X’s financial journey compares to those of boomers and millennials, and why it feels so different. They dive into the timing of economic downturns, shifting family roles, and how these factors have shaped Gen X’s retirement outlook. Plus, they share some practical steps Gen Xers can take to navigate the challenges and build a solid plan for the future. Watch On YouTube: WHY GEN-X FEELS BEHINDWant to talk to an advisor about something you heard in this episode?Reach out to us:  www.foundationwealthpartners.com/contact Interested in hearing Sam & Conor talk about specific money or stuff topics, or want to be on the show? Send Conor an Email Today:[email protected] PODCAST DISCLOSURESInvestment advice offered through Foundation Wealth Partners, a DBA of Advisor Resource Council and registered investment advisor. Foundation Wealth Partners and Advisor Resource Council are separate entities. Additional information, including management fees and expenses, is provided on our Form ADV Part 2 available upon request or at the SEC’s Investment Advisor Public Disclosure Site at https://adviserinfo.sec.gov/firm/summary/164109.All content presented is for educational purposes only and should not be construed as an endorsement of any third party or such third party’s views, or as a solicitation or offer to sell securities or provide investment, tax, legal, or consulting services, and should not be acted upon without obtaining specific advice from a qualified professional.We believe the information presented to be reliable, but is not guaranteed as to its accuracy or completeness. All examples are hypothetical and for illustrative purposes only.Any opinions or statements by third parties are their own and may not be representative of the experience of others or indicative of future investment performance or success. No compensation has been exchanged for any testimonials, endorsements, and/or recognitions. 

 Making a high income doesn’t always mean peace of mind.  In this episode, Sam Rodriguez, CFP®, and Conor Shepard unpack why so many people who appear financially successful still feel anxious and behind. They explore what real wealth actually looks like—and how to redefine success on your own terms. Watch On YouTube: WHY DON'T I FEEL WEALTHY?Want to talk to an advisor about something you heard in this episode?Reach out to us:  www.foundationwealthpartners.com/contact Interested in hearing Sam & Conor talk about specific money or stuff topics, or want to be on the show? Send Conor an Email Today:[email protected] PODCAST DISCLOSURESInvestment advice offered through Foundation Wealth Partners, a DBA of Advisor Resource Council and registered investment advisor. Foundation Wealth Partners and Advisor Resource Council are separate entities. Additional information, including management fees and expenses, is provided on our Form ADV Part 2 available upon request or at the SEC’s Investment Advisor Public Disclosure Site at https://adviserinfo.sec.gov/firm/summary/164109.All content presented is for educational purposes only and should not be construed as an endorsement of any third party or such third party’s views, or as a solicitation or offer to sell securities or provide investment, tax, legal, or consulting services, and should not be acted upon without obtaining specific advice from a qualified professional.We believe the information presented to be reliable, but is not guaranteed as to its accuracy or completeness. All examples are hypothetical and for illustrative purposes only.Any opinions or statements by third parties are their own and may not be representative of the experience of others or indicative of future investment performance or success. No compensation has been exchanged for any testimonials, endorsements, and/or recognitions. 

 Juggling the financial and emotional demands of aging parents, growing kids, and your own future can feel overwhelming. In this episode, Sam Rodriguez, CFP®, and Conor Shepard break down the realities of being a part of the sandwich generation, share strategies to avoid common financial pitfalls, and offer practical ways to protect your own financial well-being without sacrificing your loved ones’ needs. Watch On YouTube: STUCK BETWEEN GENERATIONSWant to talk to an advisor about something you heard in this episode?Reach out to us:  www.foundationwealthpartners.com/contact Interested in hearing Sam & Conor talk about specific money or stuff topics, or want to be on the show? Send Conor an Email Today:[email protected] PODCAST DISCLOSURESInvestment advice offered through Foundation Wealth Partners, a DBA of Advisor Resource Council and registered investment advisor. Foundation Wealth Partners and Advisor Resource Council are separate entities. Additional information, including management fees and expenses, is provided on our Form ADV Part 2 available upon request or at the SEC’s Investment Advisor Public Disclosure Site at https://adviserinfo.sec.gov/firm/summary/164109.All content presented is for educational purposes only and should not be construed as an endorsement of any third party or such third party’s views, or as a solicitation or offer to sell securities or provide investment, tax, legal, or consulting services, and should not be acted upon without obtaining specific advice from a qualified professional.We believe the information presented to be reliable, but is not guaranteed as to its accuracy or completeness. All examples are hypothetical and for illustrative purposes only.Any opinions or statements by third parties are their own and may not be representative of the experience of others or indicative of future investment performance or success. No compensation has been exchanged for any testimonials, endorsements, and/or recognitions. 

 Kick off 2025 with Sam Rodriguez, CFP®, and Conor Shepard as they tackle one of the hottest questions on everyone’s mind: Is now the right time to buy a house? From mortgage rates to housing supply, they break down the key factors shaping today’s market. Plus, get practical, no-nonsense tips to help you decide if this is your year to take the leap into homeownership!  In this episode, they discuss: What mortgage rates look like in 2025 and how it compares to historical rates How housing supply is projected to increase in 2025 and how this affects the overall housing market Practical tips for someone who is ready to buy and some "dos" or don'ts" for first time homebuyersWatch On YouTube: IS THIS A GOOD TIME TO BUY A HOUSE?Want to talk to an advisor about something you heard in this episode?Reach out to us:  www.foundationwealthpartners.com/contact Interested in hearing Sam & Conor talk about specific money or stuff topics, or want to be on the show? Send Conor an Email Today:[email protected] Investment advice offered through Foundation Wealth Partners, a DBA of Advisor Resource Council and registered investment advisor. Foundation Wealth Partners and Advisor Resource Council are separate entities. Additional information, including management fees and expenses, is provided on our Form ADV Part 2 available upon request or at the SEC’s Investment Advisor Public Disclosure Site at https://adviserinfo.sec.gov/firm/summary/164109.All content presented is for educational purposes only and should not be construed as an endorsement of any third party or such third party’s views, or as a solicitation or offer to sell securities or provide investment, tax, legal, or consulting services, and should not be acted upon without obtaining specific advice from a qualified professional.We believe the information presented to be reliable, but is not guaranteed as to its accuracy or completeness. All examples are hypothetical and for illustrative purposes only.Any opinions or statements by third parties are their own and may not be representative of the experience of others or indicative of future investment performance or success. No compensation has been exchanged for any testimonials, endorsements, and/or recognitions. 

Sam Rodriguez CFP®  & Conor Shepard are wrapping up 2024 by talking about some popular "tax strategies" circulating TikTok and why they may be more risky than beneficial depending on your situation. In this episode, they discuss:The 6000 pound vehicle deduction and why it could cost more overall than what you end up saving in taxesUsing an LLC to write off anything under the sun and how this can end up coming back to bite you down the roadHow charitable donations relate to your tax deductions and why they aren't an automatic tax reducing strategyWatch On YouTube: TikTok TAX TIPS TO AVOIDWant to talk to an advisor about something you heard in this episode?Reach out to us:  www.foundationwealthpartners.com/contact Interested in hearing Sam & Conor talk about specific money or stuff topics, or want to be on the show? Send Conor an Email Today:[email protected] Investment advice offered through Foundation Wealth Partners, a DBA of Advisor Resource Council and registered investment advisor. Foundation Wealth Partners and Advisor Resource Council are separate entities. Additional information, including management fees and expenses, is provided on our Form ADV Part 2 available upon request or at the SEC’s Investment Advisor Public Disclosure Site at https://adviserinfo.sec.gov/firm/summary/164109.All content presented is for educational purposes only and should not be construed as an endorsement of any third party or such third party’s views, or as a solicitation or offer to sell securities or provide investment, tax, legal, or consulting services, and should not be acted upon without obtaining specific advice from a qualified professional.We believe the information presented to be reliable, but is not guaranteed as to its accuracy or completeness. All examples are hypothetical and for illustrative purposes only.Any opinions or statements by third parties are their own and may not be representative of the experience of others or indicative of future investment performance or success. No compensation has been exchanged for any testimonials, endorsements, and/or recognitions. 

With the election right around the corner, Sam Rodriguez CFP®  & Conor Shepard are back to talk about what election years mean for the stock market as well as the misconceptions surrounding them. In this episode, they discuss:Why there tends to be more market volatility during election years compared to non-election yearsSome of the misconceptions surrounding this dynamic & what contributes to the increased volatilityHow election years compare to non-election years in overall performance What you can do to avoid the "hysteria" Watch Here: https://youtu.be/yVV8jjGmS9sWant to talk to an advisor about something you heard in this episode?Reach out to us: www.foundationwealthpartners.com/contactInterested in hearing Sam & Conor talk about specific money or stuff topics, or want to be on the show? Send Conor an Email Today:[email protected] FINRA/SIPC Investment advice offered through Foundation Wealth Partners, a DBA of Advisor Resource Council and registered investment advisor. Foundation Wealth Partners and Advisor Resource Council are separate entities. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision

Sam Rodriguez CFP®  & Conor Shepard are back with another great topic! In this episode, they go through 7 of the biggest mistakes people make when it comes to their retirement and what you can do to avoid them. They discuss:The importance of having a plan for your retirement and the ramifications of retiring without any planThe dangers of prioritizing saving for your child's college over saving for your retirement The risks you face when retiring with too much debt and the impact it can have on your overall retirement potentialWatch Here: https://youtu.be/Lj-W8lmxrMAWant to talk to an advisor about something you heard in this episode?Reach out to us: www.foundationwealthpartners.com/contactInterested in hearing Sam & Conor talk about specific money or stuff topics, or want to be on the show? Send Conor an Email Today:[email protected] FINRA/SIPC Investment advice offered through Foundation Wealth Partners, a DBA of Advisor Resource Council and registered investment advisor. Foundation Wealth Partners and Advisor Resource Council are separate entities. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision

Sam Rodriguez CFP®  & Conor Shepard are back!  In this episode, they talk about some interesting data which found that Baby Boomers seem to watch more television on average compared to younger generations. They discuss:Reasons for why Baby Boomers have the highest amount of time watching television among different generationsDiscrepancies in the results and other factors that could explain why it isn't as surprising as it initially seemsOther forms of visual media that younger generations use more often and how that fits into the overall findings of the television viewing dataWatch Here: https://youtu.be/9dPWjtXW3vQWant to talk to an advisor about something you heard in this episode?Reach out to us: www.foundationwealthpartners.com/contactInterested in hearing Sam & Conor talk about specific money or stuff topics, or want to be on the show? Send Conor an Email Today:[email protected] FINRA/SIPC Investment advice offered through Foundation Wealth Partners, a DBA of Advisor Resource Council and registered investment advisor. Foundation Wealth Partners and Advisor Resource Council are separate entities. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision

Sam Rodriguez CFP®  & Conor Shepard are wrapping up the year with 3 tax to-do items that could help your situation. They discuss:How your 401K contributions affect your taxes and what strategies you could employ to position yourself in a more favorable positionStrategies for grouping your donations/deductions to maximize your potential deduction positionThe benefits of contributing to an HSA and why it can provide multiple advantagesWatch Here: https://youtu.be/3lqqfxnuAyYWant to talk to an advisor about something you heard in this episode?Reach out to us: www.foundationwealthpartners.com/contactInterested in hearing Sam & Conor talk about specific money or stuff topics, or want to be on the show? Send Conor an Email Today:[email protected] offered through LPL Financial member, FINRA slash SIPC Investment advice offered through Foundation Wealth Partners, a DBA of Advisor Resource Council and registered investment advisor.  Foundation Wealth Partners and Advisor Resource Council are separate entities from LPL Financial. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual.To determine which strategies or investments may be suitable for you consult the appropriate qualified professional prior to making a decision

Sam Rodriguez CFP®  & Conor Shepard continue their discussion on housing and focus on the reasons (for some) why renting may be better than buying a home. They discuss:Benefits of renting vs buying a homeWhy money isn't the only factor to consider when looking at renting vs buyingWhat factors to consider before deciding to commit to either choiceWatch Here: https://youtu.be/rdbzByZXQYMWant to talk to an advisor about something you heard in this episode?Reach out to us: www.foundationwealthpartners.com/contactInterested in hearing Sam & Conor talk about specific money or stuff topics, or want to be on the show? Send Conor an Email Today:[email protected] offered through LPL financial member, FINRA slash SIPC Investment advice offered through foundation wealth partners, a DBA of advisor resource council and registered investment advisor foundation, wealth partners and advisor resource council are separate entities from LPL financial. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual.To determine which strategies or investments may be suitable for you consult the appropriate qualified professional prior to making a decision

Sam Rodriguez CFP®  & Conor Shepard are talking about the housing market and 5 reasons you should buy a house. They discuss:Positive benefits from home ownershipThe opportunity cost associated with buying vs rentingWhat factors to consider before deciding to commit to a home purchaseWatch Here: https://youtu.be/Uic_htZgHigWant to talk to an advisor about something you heard in this episode?Reach out to us: www.foundationwealthpartners.com/contactInterested in hearing Sam & Conor talk about specific money or stuff topics, or want to be on the show? Send Conor an Email Today:[email protected] offered through LPL financial member, FINRA slash SIPC Investment advice offered through foundation wealth partners, a DBA of advisor resource council and registered investment advisor foundation, wealth partners and advisor resource council are separate entities from LPL financial. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual.To determine which strategies or investments may be suitable for you consult the appropriate qualified professional prior to making a decision

Sam Rodriguez CFP®  & Conor Shepard are talking home prices and what could be causing the continued rise in home pricing. They discuss:5 possible causes for the continued riseWhat factors are involved that can add to the confusion What to look for before considering a home buyWatch Here: https://youtu.be/9KwryhZ1NrMWant to talk to an advisor about something you heard in this episode?Reach out to us: www.foundationwealthpartners.com/contactInterested in hearing Sam & Conor talk about specific money or stuff topics, or want to be on the show? Send Conor an Email Today:[email protected] offered through LPL financial member, FINRA slash SIPC Investment advice offered through foundation wealth partners, a DBA of advisor resource council and registered investment advisor foundation, wealth partners and advisor resource council are separate entities from LPL financial. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual.To determine which strategies or investments may be suitable for you consult the appropriate qualified professional prior to making a decision

Sam Rodriguez CFP®  & Conor Shepard dig into 5 things that leave many Americans confused when it comes to retirement. They discuss:5 major questions and concerns Americans have about retirementWhat factors are involved that can add to the confusion Tips on how to avoid the confusion and keep your financial life on trackWatch Here: https://youtu.be/SAPcAbUmDjAWant to talk to an advisor about something you heard in this episode?Reach out to us: www.foundationwealthpartners.com/contactInterested in hearing Sam & Conor talk about specific money or stuff topics, or want to be on the show? Send Conor an Email Today:[email protected] offered through LPL financial member, FINRA slash SIPC Investment advice offered through foundation wealth partners, a DBA of advisor resource council and registered investment advisor foundation, wealth partners and advisor resource council are separate entities from LPL financial. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual.To determine which strategies or investments may be suitable for you consult the appropriate qualified professional prior to making a decision

Sam Rodriguez CFP®  is joined by Brian Krukiel (co-founder of Foundation Wealth Partners) to talk more about bonds and the potential opportunities they can offer. They discuss:Why the bond market has more appeal and what factors contributed to the changeWhat the opportunities are available and why it may not last foreverWatch Here: https://youtu.be/LOdd_wPmydcWant to talk to an advisor about something you heard in this episode?Reach out to us: www.foundationwealthpartners.com/contactInterested in hearing Sam & Conor talk about specific money or stuff topics, or want to be on the show? Send Conor an Email Today:[email protected] offered through LPL Financial member, FINRA slash SIPC Investment advice offered through foundation wealth partners, a DBA of advisor resource council and registered investment advisor foundation, wealth partners and advisor resource council are separate entities from LPL Financial. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual.To determine which strategies or investments may be suitable for you consult the appropriate qualified professional prior to making a decision

Sam Rodriguez CFP®  & Conor Shepard talk about the recent increase in foreclosures among Americans. They discuss:What factors could be influencing the foreclosure rateThe driving forces behind recent changes in American's economic outlookHow the foreclosures are related to other recent events in the economyWatch Here: https://youtu.be/72rng9YkY3AWant to talk to an advisor about something you heard in this episode?Reach out to us: www.foundationwealthpartners.com/contactInterested in hearing Sam & Conor talk about specific money or stuff topics, or want to be on the show? Send Conor an Email Today:[email protected] offered through LPL financial member, FINRA slash SIPC Investment advice offered through foundation wealth partners, a DBA of advisor resource council and registered investment advisor foundation, wealth partners and advisor resource council are separate entities from LPL financial. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual.To determine which strategies or investments may be suitable for you consult the appropriate qualified professional prior to making a decision

Sam Rodriguez CFP®  is joined by Brian Krukiel (co-founder of Foundation Wealth Partners) to talk through the stock market's current state. They discuss:The state of the stock market today and what that could mean to regular investorsWhether or not the markets are overvalued and what this means for future eventsWatch Here: https://youtu.be/1M0tlZ-inBAWant to talk to an advisor about something you heard in this episode?Reach out to us: www.foundationwealthpartners.com/contactInterested in hearing Sam & Conor talk about specific money or stuff topics, or want to be on the show? Send Conor an Email Today:[email protected] offered through LPL Financial member, FINRA slash SIPC Investment advice offered through foundation wealth partners, a DBA of advisor resource council and registered investment advisor foundation, wealth partners and advisor resource council are separate entities from LPL Financial. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual.To determine which strategies or investments may be suitable for you consult the appropriate qualified professional prior to making a decision

Sam Rodriguez CFP®  & Conor Shepard talk about 9 middle-class money traps many people find themselves in and how you can avoid them. They discuss:The dangers of "keeping up with the Joneses" The risks of taking on too much expensive debt (ex. credit cards)How falling into one trap can inevitably slide into another trap if someone doesn't take actionWatch Here: https://youtu.be/ZeguQN6Oyk4Want to talk to an advisor about something you heard in this episode?Reach out to us: www.foundationwealthpartners.com/contactInterested in hearing Sam & Conor talk about specific money or stuff topics, or want to be on the show? Send Conor an Email Today:[email protected] offered through LPL financial member, FINRA slash SIPC Investment advice offered through foundation wealth partners, a DBA of advisor resource council and registered investment advisor foundation, wealth partners and advisor resource council are separate entities from LPL financial. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual.To determine which strategies or investments may be suitable for you consult the appropriate qualified professional prior to making a decision

Sam Rodriguez CFP®  & Conor Shepard are talking about why more and more Americans think they'll never be able to retire and what to do about it.  They discuss:Recent surveys that show the increasing number of Americans who feel they'll never be able to retireWhat factors could be causing the increase and what it could mean long termPossible solutions and actions you can take if you find yourself in a similar positionWatch Here: https://youtu.be/71nZvNqwhqwWant to talk to an advisor about something you heard in this episode?Reach out to us: www.foundationwealthpartners.com/contactInterested in hearing Sam & Conor talk about specific money or stuff topics, or want to be on the show? Send Conor an Email Today:[email protected] offered through LPL Financial member, FINRA slash SIPC Investment advice offered through foundation wealth partners, a DBA of advisor resource council and registered investment advisor foundation, wealth partners and advisor resource council are separate entities from LPL Financial. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual.To determine which strategies or investments may be suitable for you consult the appropriate qualified professional prior to making a decision

Sam Rodriguez CFP®  & Conor Shepard are talking about Disney's recent decline in park attendance and the likely factors behind it. They discuss:Disney World's business model and target demographicsHow Covid and lockdowns impacted their strategiesWhether or not "greedflation" is involved with Disney's most recent changesWatch Here: https://youtu.be/nDn3Ap8JlNcWant to talk to an advisor about something you heard in this episode?Reach out to us: www.foundationwealthpartners.com/contactInterested in hearing Sam & Conor talk about specific money or stuff topics, or want to be on the show? Send Conor an Email Today:[email protected] offered through LPL financial member, FINRA slash SIPC Investment advice offered through foundation wealth partners, a DBA of advisor resource council and registered investment advisor foundation, wealth partners and advisor resource council are separate entities from LPL financial. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual.To determine which strategies or investments may be suitable for you consult the appropriate qualified professional prior to making a decision

Sam Rodriguez CFP®  & Conor Shepard dig into the reasons why a tax-free retirement may not be the best option for you. They discuss:The differences between a tax-diversified retirement vs a tax-free retirementWhy a tax-free retirement can actually be damaging to your planHow tax diversification can benefit you before and after retirementWatch Here: https://youtu.be/TUuuOIc8y_YWant to talk to an advisor about something you heard in this episode?Reach out to us: www.foundationwealthpartners.com/contactInterested in hearing Sam & Conor talk about specific money or stuff topics, or want to be on the show? Send Conor an Email Today:[email protected] offered through LPL financial member, FINRA slash SIPC Investment advice offered through foundation wealth partners, a DBA of advisor resource council and registered investment advisor foundation, wealth partners and advisor resource council are separate entities from LPL financial. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual.To determine which strategies or investments may be suitable for you consult the appropriate qualified professional prior to making a decision

Sam Rodriguez CFP®  & Conor Shepard are spending some time on the debt ceiling and what it means to you. They discuss:What the "debt ceiling" is and why it was establishedHow it has changed over time and become more and more politicizedWhat a default could mean for individuals & the economyWatch Here: https://youtu.be/71XzXLQnTT0Want to talk to an advisor about something you heard in this episode?Reach out to us: www.foundationwealthpartners.com/contactInterested in hearing Sam & Conor talk about specific money or stuff topics, or want to be on the show? Send Conor an Email Today:[email protected] offered through LPL financial member, FINRA slash SIPC Investment advice offered through foundation wealth partners, a DBA of advisor resource council and registered investment advisor foundation, wealth partners and advisor resource council are separate entities from LPL financial. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual.To determine which strategies or investments may be suitable for you consult the appropriate qualified professional prior to making a decision

Sam Rodriguez CFP®  & Conor Shepard talk about how to create a tax-diversified retirement & the differences with a tax-free retirement.  They discuss:What "tax diversification" means and how it can play a positive role in retirementThe different types of accounts used to diversify and how they're taxed differentlyWhat benefits can come from a tax-diversified retirement vs a tax-free retirementWatch here: https://youtu.be/A0mdjNbmazYWant to talk to an advisor about something you heard in this episode?Reach out to us: www.foundationwealthpartners.com/contactInterested in hearing Sam & Conor talk about specific money or stuff topics, or want to be on the show? Send Conor an Email Today:[email protected] offered through LPL financial member, FINRA slash SIPC Investment advice offered through foundation wealth partners, a DBA of advisor resource council and registered investment advisor foundation, wealth partners and advisor resource council are separate entities from LPL financial. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual.To determine which strategies or investments may be suitable for you consult the appropriate qualified professional prior to making a decision

Sam Rodriguez CFP®  & Conor Shepard start discussing the next topic we'll be covering: Tax diversification.  They discuss:What "tax diversification" means and how it can play a positive role in retirementThe different types of accounts used to diversify and how they're taxed differentlyWhat benefits can come from a tax-diversified retirement vs a tax-free retirementWatch here: https://youtu.be/b4YvrPWTWakWant to talk to an advisor about something you heard in this episode?Reach out to us: www.foundationwealthpartners.com/contactInterested in hearing Sam & Conor talk about specific money or stuff topics, or want to be on the show? Send Conor an Email Today:[email protected] offered through LPL financial member, FINRA slash SIPC Investment advice offered through foundation wealth partners, a DBA of advisor resource council and registered investment advisor foundation, wealth partners and advisor resource council are separate entities from LPL financial. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual.To determine which strategies or investments may be suitable for you consult the appropriate qualified professional prior to making a decision

Sam Rodriguez CFP®  & Conor Shepard wrap up their discussion on Social Security by explaining why Social Security is running out and some potential solutions. They discuss:What has led to the current deficit with Social Security What is being proposed as possible solutions and how they could be implementedHow it might impact future generationsWatch here: https://youtu.be/_gfJZTLPrUAWant to talk to an advisor about something you heard in this episode?Reach out to us: www.foundationwealthpartners.com/contactInterested in hearing Sam & Conor talk about specific money or stuff topics, or want to be on the show? Send Conor an Email Today:[email protected] offered through LPL financial member, FINRA slash SIPC Investment advice offered through foundation wealth partners, a DBA of advisor resource council and registered investment advisor foundation, wealth partners and advisor resource council are separate entities from LPL financial. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual.To determine which strategies or investments may be suitable for you consult the appropriate qualified professional prior to making a decision

Sam Rodriguez CFP®  & Conor Shepard continue their discussion on Social Security and talk about how and why Social Security is taxed. They discuss:How your Social Security is taxedWhat determines how it is taxed and what isn't taxedWhat your provisional income is and how it impacts your taxationWatch here: https://youtu.be/YFCl5i3BipgWant to talk to an advisor about something you heard in this episode?Reach out to us: www.foundationwealthpartners.com/contactInterested in hearing Sam & Conor talk about specific money or stuff topics, or want to be on the show? Send Conor an Email Today:[email protected] offered through LPL financial member, FINRA slash SIPC Investment advice offered through foundation wealth partners, a DBA of advisor resource council and registered investment advisor foundation, wealth partners and advisor resource council are separate entities from LPL financial. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual.To determine which strategies or investments may be suitable for you consult the appropriate qualified professional prior to making a decision

Sam Rodriguez CFP®  & Conor Shepard continue their discussion on Social Security with an overview of what happens if you take it early. They discuss:Pros and cons of taking Social Security earlyWhat your full retirement age is and how it factors into your Social SecurityHow you can be strategic with taking Social SecurityWatch here: https://youtu.be/ruOq5D3UCHEWant to talk to an advisor about something you heard in this episode?Reach out to us: www.foundationwealthpartners.com/contactInterested in hearing Sam & Conor talk about specific money or stuff topics, or want to be on the show? Send Conor an Email Today:[email protected] offered through LPL financial member, FINRA slash SIPC Investment advice offered through foundation wealth partners, a DBA of advisor resource council and registered investment advisor foundation, wealth partners and advisor resource council are separate entities from LPL financial. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual.To determine which strategies or investments may be suitable for you consult the appropriate qualified professional prior to making a decision

Sam Rodriguez CFP®  & Conor Shepard are talking about how Social Security is calculated and what you can do to improve your potential benefits. They discuss:What is used to calculate an individual's Social Security benefitsWhat your A.I.M.E. is and what you can do to improve your expected benefitsWhy it's important to know the impact of taking your benefits earlyPIA Calculation video: https://youtu.be/bvdOeCRm6foWant to talk to an advisor about something you heard in this episode?Reach out to us: www.foundationwealthpartners.com/contactInterested in hearing Sam & Conor talk about specific money or stuff topics, or want to be on the show? Send Conor an Email Today: [email protected] offered through LPL financial member, FINRA slash SIPC Investment advice offered through foundation wealth partners, a DBA of advisor resource council and registered investment advisor foundation, wealth partners and advisor resource council are separate entities from LPL financial. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual.To determine which strategies or investments may be suitable for you consult the appropriate qualified professional prior to making a decision

Sam Rodriguez CFP®  & Conor Shepard are continuing the start of 2023 with 5 new year resolutions people could be making with their money. They discuss:All 5 goals and why they're beneficialHow and why you would want to set these goals Steps to take in order to accomplish your resolutionsWant to talk to an advisor about something you heard in this episode?Reach out to us: www.foundationwealthpartners.com/contactInterested in hearing Sam & Conor talk about specific money or stuff topics, or want to be on the show? Send Sam an Email Today: [email protected] offered through LPL financial member, FINRA slash SIPC Investment advice offered through foundation wealth partners, a DBA of advisor resource council and registered investment advisor foundation, wealth partners and advisor resource council are separate entities from LPL financial. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual.To determine which strategies or investments may be suitable for you consult the appropriate qualified professional prior to making a decision

Sam Rodriguez CFP®  & Conor Shepard are kicking off 2023  by talking about some important changes happening with the SECURE Act. They discuss:What the SECURE Act is and what has lead to these changesWhat changes are relevant to your situationHow these changes may help/hinder retirement planning for some individualsWant to talk to an advisor about something you heard in this episode?Reach out to us: www.foundationwealthpartners.com/contactInterested in hearing Sam & Conor talk about specific money or stuff topics, or want to be on the show? Send Sam an Email Today: [email protected] offered through LPL financial member, FINRA slash SIPC Investment advice offered through foundation wealth partners, a DBA of advisor resource council and registered investment advisor foundation, wealth partners and advisor resource council are separate entities from LPL financial. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual.To determine which strategies or investments may be suitable for you consult the appropriate qualified professional prior to making a decision

Sam Rodriguez CFP®  & Conor Shepard are talking about the recession and the planned layoffs in 2023 by some of the largest US companies. They discuss:What has led up to the current economic situation and where these companies were goingWhy these companies would be laying off employees and what it means for 2023 EmploymentHow this could affect the potential for a recession and what this would mean long termWant to talk to an advisor about something you heard in this episode?Reach out to us: www.foundationwealthpartners.com/contactInterested in hearing Sam & Conor talk about specific money or stuff topics, or want to be on the show? Send Sam an Email Today: [email protected] offered through LPL financial member, FINRA slash SIPC Investment advice offered through foundation wealth partners, a DBA of advisor resource council and registered investment advisor foundation, wealth partners and advisor resource council are separate entities from LPL financial. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual.To determine which strategies or investments may be suitable for you consult the appropriate qualified professional prior to making a decision

Sam Rodriguez CFP®  & Conor Shepard spend some time talking about the energy shortage Europe is facing this winter. They discuss:What has been happening since the start of the war in UkraineHow countries may be able to last this winter without needing Russian energyWhat the ramifications would be after several years and what capitulation would mean for the worldWant to talk to an advisor about something you heard in this episode?Reach out to us: www.foundationwealthpartners.com/contactInterested in hearing Sam & Conor talk about specific money or stuff topics, or want to be on the show? Send Sam an Email Today: [email protected] offered through LPL financial member, FINRA slash SIPC Investment advice offered through foundation wealth partners, a DBA of advisor resource council and registered investment advisor foundation, wealth partners and advisor resource council are separate entities from LPL financial. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual.To determine which strategies or investments may be suitable for you consult the appropriate qualified professional prior to making a decision

Sam Rodriguez CFP®  & Conor Shepard are talking about crypto and what the heck happened to the cryptocurrency exchange FTX. They discuss:How FTX & Alameda Research operated and what events lead up to the collapseWho Sam Bankman-Freid is and how much he may have known Why regulation may be soon to follow recent eventsWant to talk to an advisor about something you heard in this episode?Reach out to us: www.foundationwealthpartners.com/contactInterested in hearing Sam & Conor talk about specific money or stuff topics, or want to be on the show? Send Sam an Email Today: [email protected] offered through LPL financial member, FINRA slash SIPC Investment advice offered through foundation wealth partners, a DBA of advisor resource council and registered investment advisor foundation, wealth partners and advisor resource council are separate entities from LPL financial. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual.To determine which strategies or investments may be suitable for you consult the appropriate qualified professional prior to making a decision

Sam Rodriguez CFP®  & Conor Shepard talk about inflation and how corporations are using it to their advantage.  They discuss:What has caused inflation to be so high in recent yearsHow corporations have used inflationary pressures as an opportunity to cut costs while keep prices highWhat to expect from consumer prices in the futureWant to talk to an advisor about something you heard in this episode?Reach out to us: www.foundationwealthpartners.com/contactInterested in hearing Sam & Conor talk about specific money or stuff topics, or want to be on the show? Send Sam an Email Today: [email protected] offered through LPL financial member, FINRA slash SIPC Investment advice offered through foundation wealth partners, a DBA of advisor resource council and registered investment advisor foundation, wealth partners and advisor resource council are separate entities from LPL financial. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual.To determine which strategies or investments may be suitable for you consult the appropriate qualified professional prior to making a decision

Sam Rodriguez CFP®  & Conor Shepard spend some time talking about why more Americans feel they will need at least $1.25 Million for a successful retirement. They discuss: What has affected people's outlook on retirement and the necessities surrounding itHow you can better position yourself for less stress and more choice with your retirement situationWant to talk to an advisor about something you heard in this episode?Reach out to us: www.foundationwealthpartners.com/contactInterested in hearing Sam & Conor talk about specific money or stuff topics, or want to be on the show? Send Sam an Email Today: [email protected] offered through LPL financial member, FINRA slash SIPC Investment advice offered through foundation wealth partners, a DBA of advisor resource council and registered investment advisor foundation, wealth partners and advisor resource council are separate entities from LPL financial. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual.To determine which strategies or investments may be suitable for you consult the appropriate qualified professional prior to making a decision

Sam Rodriguez CFP®  & Conor Shepard talk about saving for retirement and why Americans are saying they will need even more money in retirement. They discuss: Common problems and misconceptions with retirement savingWhy Americans think they'll need more than ever in order to retireWant to talk to an advisor about something you heard in this episode?Reach out to us: www.foundationwealthpartners.com/contactInterested in hearing Sam & Conor talk about specific money or stuff topics, or want to be on the show? Send Sam an Email Today: [email protected] offered through LPL financial member, FINRA slash SIPC Investment advice offered through foundation wealth partners, a DBA of advisor resource council and registered investment advisor foundation, wealth partners and advisor resource council are separate entities from LPL financial. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual.To determine which strategies or investments may be suitable for you consult the appropriate qualified professional prior to making a decision

Sam Rodriguez CFP®  & Conor Shepard talk about climate change and how it could impact retirement for future generations. They discuss: How climate hazards impact present-day retireesPotential costs from anticipated severe weather in the futureWhat factors to consider geographically when looking for retirement locationsWant to talk to an advisor about something you heard in this episode?Reach out to us: www.foundationwealthpartners.com/contactInterested in hearing Sam & Conor talk about specific money or stuff topics, or want to be on the show? Send Sam an Email Today: [email protected] offered through LPL financial member, FINRA slash SIPC Investment advice offered through foundation wealth partners, a DBA of advisor resource council and registered investment advisor foundation, wealth partners and advisor resource council are separate entities from LPL financial. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual.To determine which strategies or investments may be suitable for you consult the appropriate qualified professional prior to making a decision

Episode 29  of Money & Stuff Podcast.Sam Rodriguez CFP®  & Conor Shepard discuss a key piece of advice when it comes to retirement.  They discuss: #1 rule for retiring wealthyThe importance of savingWhy it's important to develop saving habits earlyWant to talk to an advisor about something you heard in this episode?Reach out to us: www.foundationwealthpartners.com/contactInterested in hearing Sam & Conor talk about specific money or stuff topics, or want to be on the show? Send Sam an Email Today: [email protected] offered through LPL financial member, FINRA slash SIPC Investment advice offered through foundation wealth partners, a DBA of advisor resource council and registered investment advisor foundation, wealth partners and advisor resource council are separate entities from LPL financial. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual.To determine which strategies or investments may be suitable for you consult the appropriate qualified professional prior to making a decision

Episode 28  of Money & Stuff Podcast.Sam Rodriguez CFP®  & Conor Shepard talk about the current U.S. economic situation and why there hasn't been an officially declared recession.  They discuss:Who declares when we are in a recession?How do they decide?Why it may feel like an "undeclared" recessionWant to talk to an advisor about something you heard in this episode?Reach out to us: www.foundationwealthpartners.com/contactInterested in hearing Sam & Conor talk about specific money or stuff topics, or want to be on the show? Send Sam an Email Today: [email protected] offered through LPL financial member, FINRA slash SIPC Investment advice offered through foundation wealth partners, a DBA of advisor resource council and registered investment advisor foundation, wealth partners and advisor resource council are separate entities from LPL financial. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual.To determine which strategies or investments may be suitable for you consult the appropriate qualified professional prior to making a decision

Episode 27  of Money & Stuff Podcast.Sam Rodriguez CFP®  & Conor Shepard talk about how automation is changing the finance industry and what it could mean for the future.  They discuss:Recent developments in AI technologyHow these changes might affect the Finance industryWhat ripple effects (good or bad) we could see from these developmentsWant to talk to an advisor about something you heard in this episode?Reach out to us: www.foundationwealthpartners.com/contactInterested in hearing Sam & Conor talk about specific money or stuff topics, or want to be on the show? Send Sam an Email Today: [email protected] offered through LPL financial member, FINRA slash SIPC Investment advice offered through foundation wealth partners, a DBA of advisor resource council and registered investment advisor foundation, wealth partners and advisor resource council are separate entities from LPL financial. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual.To determine which strategies or investments may be suitable for you consult the appropriate qualified professional prior to making a decision

Episode 26  of Money & Stuff Podcast.Sam Rodriguez CFP®  & Conor Shepard discuss taxes in retirement and what factors can influence your situation.  They discuss: How the account you choose determines how much tax you payHow you can create tax diversification to gain more control of your taxesGive an example of how Tax Diversification cut a tax bill in halfThe impact of taking steps now and why you should act ASAPWant to talk to an advisor about something you heard in this episode?Reach out to us: www.foundationwealthpartners.com/contactInterested in hearing Sam & Conor talk about specific money or stuff topics, or want to be on the show? Send Sam an Email Today: [email protected] offered through LPL financial member, FINRA slash SIPC Investment advice offered through foundation wealth partners, a DBA of advisor resource council and registered investment advisor foundation, wealth partners and advisor resource council are separate entities from LPL financial. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual.To determine which strategies or investments may be suitable for you consult the appropriate qualified professional prior to making a decision

Episode 25  of Money & Stuff Podcast.Sam Rodriguez CFP®  & Conor Shepard discuss the history of retirement and how prepared/unprepared the currently retiring generation is.  They discuss:Shockingly low average retirement savings How changes in retirement plans led to Baby Boomers being unprepared The impact on both the family and economy #1 tip for young savers to be prepared for retirementWhat you can do now to prepare if retirement is approachingWant to talk to an advisor about something you heard in this episode?Reach out to us: www.foundationwealthpartners.com/contactInterested in hearing Sam & Conor talk about specific money or stuff topics, or want to be on the show? Send Sam an Email Today: [email protected] offered through LPL financial member, FINRA slash SIPC Investment advice offered through foundation wealth partners, a DBA of advisor resource council and registered investment advisor foundation, wealth partners and advisor resource council are separate entities from LPL financial. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual.To determine which strategies or investments may be suitable for you consult the appropriate qualified professional prior to making a decision

Episode 24  of Money & Stuff Podcast.Sam Rodriguez CFP®  & Conor Shepard touch on the topic of unions and give their thoughts on recent union-related events in the news.Want to talk to an advisor about something you heard in this episode?Reach out to us: www.foundationwealthpartners.com/contactInterested in hearing Sam & Conor talk about specific money or stuff topics, or want to be on the show? Send Sam an Email Today: [email protected] offered through LPL financial member, FINRA slash SIPC Investment advice offered through foundation wealth partners, a DBA of advisor resource council and registered investment advisor foundation, wealth partners and advisor resource council are separate entities from LPL financial. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual.To determine which strategies or investments may be suitable for you consult the appropriate qualified professional prior to making a decision

Episode 23  of Money & Stuff Podcast.Sam Rodriguez CFP®  & Conor Shepard discuss if we are headed toward a recession and what that means. Want to talk to an advisor about something you heard in this episode?Reach out to us: www.foundationwealthpartners.com/contactInterested in hearing Sam & Conor talk about specific money or stuff topics, or want to be on the show? Send Sam an Email Today: [email protected] offered through LPL financial member, FINRA slash SIPC Investment advice offered through foundation wealth partners, a DBA of advisor resource council and registered investment advisor foundation, wealth partners and advisor resource council are separate entities from LPL financial. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual.To determine which strategies or investments may be suitable for you consult the appropriate qualified professional prior to making a decision

Episode 22 of Money & Stuff Podcast.Sam Rodriguez CFP®  & Conor Shepard talk trusts and if you need one.Want to talk to an advisor about something you heard in this episode?Reach out to us: www.foundationwealthpartners.com/contactInterested in hearing Sam & Conor talk about specific money or stuff topics, or want to be on the show? Send Sam an Email Today: [email protected] offered through LPL financial member, FINRA slash SIPC Investment advice offered through foundation wealth partners, a DBA of advisor resource council and registered investment advisor foundation, wealth partners and advisor resource council are separate entities from LPL financial. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual.To determine which strategies or investments may be suitable for you consult the appropriate qualified professional prior to making a decision

Episode 21 of Money & Stuff Podcast.Sam Rodriguez CFP®  & Conor Shepard discuss interest rates and what could happen with a point rate hike. Want to talk to an advisor about something you heard in this episode?Reach out to us: www.foundationwealthpartners.com/contactInterested in hearing Sam & Conor talk about specific money or stuff topics, or want to be on the show? Send Sam an Email Today: [email protected] offered through LPL financial member, FINRA slash SIPC Investment advice offered through foundation wealth partners, a DBA of advisor resource council and registered investment advisor foundation, wealth partners and advisor resource council are separate entities from LPL financial. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual.To determine which strategies or investments may be suitable for you consult the appropriate qualified professional prior to making a decision

**Hey guys, it's Sam Rodriguez. Before you listen to this week's episode, please keep in mind that the news is changing very rapidly right now and we do record episodes days, sometimes weeks before we can actually post them. In this episode, towards the end, we do talk about what we think it would mean if the US were to ban Russian oil imports. As of this morning, March 8th, the news is saying that we likely will be banning Russian oil imports here in the United States. So if you're listening to this and it's after March the eighth, and you're wondering, why do these guys keep saying, if we ban Russian oil, just know. We recorded this episode before it was actually banned.I hope you guys find today's episode useful. Thanks a lot, guys.** Episode 20 of Money & Stuff Podcast.Sam Rodriguez CFP®  & Conor Shepard discuss a high-level overview of oil, where we get it from, why we get it from there, and more.Want to talk to an advisor about something you heard in this episode?Reach out to us: www.foundationwealthpartners.com/contactInterested in hearing Sam & Conor talk about specific money or stuff topics, or want to be on the show? Send Sam an Email Today: [email protected] offered through LPL financial member, FINRA slash SIPC Investment advice offered through foundation wealth partners, a DBA of advisor resource council and registered investment advisor foundation, wealth partners and advisor resource council are separate entities from LPL financial. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual.To determine which strategies or investments may be suitable for you consult the appropriate qualified professional prior to making a decision