58 episodes
Money & Stuff Money & Stuff
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- Business
Sam Rodriguez CFP® is your host and educator on what's important when it comes to money and other stuff in your life too, all with the goal of getting you where you want to be! _Securities offered through LPL Financial, Member FINRA/SIPC www.finra.org, www.sipc.org Investment advice offered through Foundation Wealth Partners, a DBA of Advisor Resource Council, a registered investment advisor. Money & Stuff is a DBA of Foundation Wealth Partners._ Money & Stuff, Foundation Wealth Partners, and Advisor Resource Council are separate entities from LPL Financial. The financial professionals associated with Foundation Wealth Partners or LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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Why Are Baby Boomers Watching So Much Television?
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 g...
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3 Year End Tax To-Do's
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 tal...
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5 Reasons to Rent instead of Buy
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.foundation...
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5 Reasons You Should Buy a Home
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 ...
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5 Reasons Home Prices Keep Increasing
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 ta...
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5 Big Things That Confuse Americans About Retirement
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/con...