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.

Tämä podcast on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi podcastin jaksot saattavat sisältää mainontaa.

Jaksot(69)

What's The Deal With The Fed and Interest Rates?

What's The Deal With The Fed and Interest Rates?

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...

22 Maalis 202247min

Let's Talk Oil

Let's Talk Oil

**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...

18 Maalis 202241min

Growing Your Business with Jason & D'Ann Palomarez

Growing Your Business with Jason & D'Ann Palomarez

Episode 19 of Money & Stuff Podcast. Sam Rodriguez CFP® brings on two guests, Jason and D'Ann Palomarez, to talk about the businesses that they have built! Want to talk to an advisor about somethin...

15 Maalis 20221h 32min

Why Russia-Ukraine is a big deal

Why Russia-Ukraine is a big deal

Episode 18 of Money & Stuff Podcast. Sam Rodriguez CFP® & Conor Shepard discuss a high-level overview of Russia, Ukraine, and the effects on the US economy. Want to talk to an advisor about someth...

1 Maalis 202248min

Can I Retire Early?

Can I Retire Early?

Episode 17 of Money & Stuff Podcast. Sam Rodriguez CFP® & Conor Shepard talk about early retirement and the why behind it. Want to talk to an advisor about something you heard in this episode? Rea...

20 Helmi 202237min

Why are so many Americans Retiring?

Why are so many Americans Retiring?

Episode 16 of Money & Stuff Podcast. Sam Rodriguez CFP® & Conor Shepard talk about the reasons why so many people seem to be retiring right now! Want to talk to an advisor about something you hear...

5 Helmi 202233min

New Year Financial Resolutions

New Year Financial Resolutions

Episode 15 of Money & Stuff Podcast. Sam Rodriguez CFP® & Conor Shepard talk about the top financial New Years Resolutions that people make, and how to actually keep them! Want to talk to an advi...

8 Tammi 202255min

Crypto, NFTs, and Taxes

Crypto, NFTs, and Taxes

Episode 14 of Money & Stuff Podcast. Sam Rodriguez CFP® & Conor Shepard talk about the tax on crypto currencies. Whether you've purchased it yourself, or were gifted an NFT it's important to know th...

29 Joulu 202134min

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