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.

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Jaksot(69)

An Important Piece of Retirement Advice

An Important Piece of Retirement Advice

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 savi...

21 Loka 202219min

Are We in a Recession?

Are We in a Recession?

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...

19 Syys 202233min

Automation in Finance

Automation in Finance

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 devel...

13 Syys 202250min

How is Retirement Income Taxed?

How is Retirement Income Taxed?

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 determi...

26 Elo 202230min

How Unprepared are Retiring Americans?

How Unprepared are Retiring Americans?

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...

24 Kesä 202247min

Let's talk Unions

Let's talk Unions

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 ...

22 Huhti 202234min

Are we headed into a recession

Are we headed into a recession

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 th...

18 Huhti 202242min

Do I need a Trust?

Do I need a Trust?

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.f...

5 Huhti 202251min

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