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)

What is the Debt Ceiling?

What is the Debt Ceiling?

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...

26 Mai 202318min

How to Create a Tax Diversified Retirement

How to Create a Tax Diversified Retirement

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 p...

26 Mai 202327min

Tax Diversification in Retirement

Tax Diversification in Retirement

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 retir...

12 Mai 202317min

Why is Social Security Running Out?

Why is Social Security Running Out?

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...

5 Mai 202353min

How is Social Security Taxed?

How is Social Security Taxed?

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...

28 Apr 202316min

Taking Social Security Early

Taking Social Security Early

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 ...

21 Apr 202322min

How is Social Security Calculated?

How is Social Security Calculated?

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 ...

29 Mar 202315min

2023 Top Money Resolutions and How to Achieve Them

2023 Top Money Resolutions and How to Achieve Them

Sam Rodriguez CFP® & Conor Shepard are continuing the start of 2023 with 5 new year resolutions people could be making with their money. They discuss: All 5 goals and why they're beneficialHow and wh...

24 Jan 202333min

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