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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.
58 Episodes
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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...
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...
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...
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 ...
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...
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...
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/contactInte...
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 ...
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...
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.fo...
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 advi...
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/contactI...
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.foundationwealthpar...
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 &...
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 ...
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 ...
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.foundati...
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 ...
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/contac...
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?Rea...
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