
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
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
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?
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
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?
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
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
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



















