Money & Stuff

Money & Stuff

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!     Investment advice offered through Foundation Wealth Partners, a DBA of Advisor Resource Council, a registered investment advisor. Money and Stuff is a DBA of Foundation Wealth Partners. Money and Stuff, Foundation Wealth Partners, and Advisor Resource Council are separate entities. The financial professionals associated with Foundation Wealth Partners 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.  Content is for educational purposes only. Consult a financial adviser or conduct your own due diligence of investing. Calls are prescreened and the show was prerecorded live earlier this week. All information provided through the following presentation is for educational purposes only and does not constitute investment, legal or tax advice; an offer to buy or sell any security or insurance product; or an endorsement of any third party or such third party’s views.  The information contained herein has been obtained from sources we believe to be reliable but is not guaranteed as to its accuracy or completeness. Whenever there are hyperlinks to third-party content, this information is intended to provide additional perspective and should not be construed as an endorsement of any services, products, guidance, individuals or points of view outside Foundation Wealth Partners. All examples are hypothetical and for illustrative purposes only. Please contact us for more complete information based on your personal circumstances and to obtain personal individual investment advice.  Foundation Wealth Partners does not offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances. The views expressed on this program are not necessarily the views of this station. Content is for educational purposes only. 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. Past performance is not a guarantee of future results.   ©2025 Foundation Wealth Partners, a DBA of Advisor Resource Council, All rights reserved. 

  1. 12 GIỜ TRƯỚC

    The Hidden Job Crisis: Unemployment, AI, and the Next Generation

    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 Crisis 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: cshepard@foundationwealthpartners.com   PODCAST DISCLOSURES 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.   ©2025 Foundation Wealth Partners, a DBA of Advisor Resource Council, All rights reserved.

    31 phút
  2. 17 THG 9

    No Way We're Old Enough For This: 4 Keys to help Gen X/Millennials Pay for College

    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 College 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: cshepard@foundationwealthpartners.com   PODCAST DISCLOSURES 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.   ©2025 Foundation Wealth Partners, a DBA of Advisor Resource Council, All rights reserved.

    18 phút
  3. 24 THG 7

    How Not to Blow Your Inheritance

    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 INHERITANCE 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: cshepard@foundationwealthpartners.com   PODCAST DISCLOSURES 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.   ©2025 Foundation Wealth Partners, a DBA of Advisor Resource Council, All rights reserved.

    16 phút
  4. 3 THG 6

    Why Gen X Feels Behind

    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 BEHIND 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: cshepard@foundationwealthpartners.com   PODCAST DISCLOSURES 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.

    33 phút
  5. 21 THG 4

    Why Don't I Feel Wealthy?

    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: cshepard@foundationwealthpartners.com   PODCAST DISCLOSURES 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.

    34 phút
  6. 11 THG 3

    Stuck Between Generations: Balancing Parents, Kids, and Your Own Financial Wellbeing

    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 GENERATIONS 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: cshepard@foundationwealthpartners.com   PODCAST DISCLOSURES 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.

    18 phút
  7. 27 THG 1

    Is This a Good Time to Buy a House?

    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: cshepard@foundationwealthpartners.com   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.

    21 phút
  8. 17/12/2024

    3 TikTok Tax Tips to Avoid

    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 AVOID 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: cshepard@foundationwealthpartners.com   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.

    34 phút

Xếp Hạng & Nhận Xét

Giới Thiệu

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!     Investment advice offered through Foundation Wealth Partners, a DBA of Advisor Resource Council, a registered investment advisor. Money and Stuff is a DBA of Foundation Wealth Partners. Money and Stuff, Foundation Wealth Partners, and Advisor Resource Council are separate entities. The financial professionals associated with Foundation Wealth Partners 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.  Content is for educational purposes only. Consult a financial adviser or conduct your own due diligence of investing. Calls are prescreened and the show was prerecorded live earlier this week. All information provided through the following presentation is for educational purposes only and does not constitute investment, legal or tax advice; an offer to buy or sell any security or insurance product; or an endorsement of any third party or such third party’s views.  The information contained herein has been obtained from sources we believe to be reliable but is not guaranteed as to its accuracy or completeness. Whenever there are hyperlinks to third-party content, this information is intended to provide additional perspective and should not be construed as an endorsement of any services, products, guidance, individuals or points of view outside Foundation Wealth Partners. All examples are hypothetical and for illustrative purposes only. Please contact us for more complete information based on your personal circumstances and to obtain personal individual investment advice.  Foundation Wealth Partners does not offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances. The views expressed on this program are not necessarily the views of this station. Content is for educational purposes only. 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. Past performance is not a guarantee of future results.   ©2025 Foundation Wealth Partners, a DBA of Advisor Resource Council, All rights reserved.