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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Episoder(69)

5 Big Things That Confuse Americans About Retirement

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 f...

29 Sep 202330min

Market Talk:  The Opportunity in Bonds

Market Talk: The Opportunity in Bonds

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...

18 Sep 202323min

Increase in Foreclosures & What it Means for the Economy

Increase in Foreclosures & What it Means for the Economy

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...

15 Sep 202318min

Is the Stock Market too High?

Is the Stock Market too High?

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 t...

12 Sep 202316min

9 Middle Class Money Traps to Avoid

9 Middle Class Money Traps to Avoid

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 risk...

8 Sep 202326min

Why are American's Losing Confidence in their Ability to Retire?

Why are American's Losing Confidence in their Ability to Retire?

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 ...

1 Sep 202327min

Disney: A Surprising Mirror of Our Economy Today

Disney: A Surprising Mirror of Our Economy Today

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 demographicsHo...

27 Jul 202329min

Why you Don't Want a Tax-Free Retirement

Why you Don't Want a Tax-Free Retirement

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 ...

2 Jun 202338min

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