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.

Denne podkasten er hentet fra en åpen RSS-feed og er ikke publisert av Podme. Den kan derfor inneholde annonser.

Episoder(69)

Forever Renter - The Plight of Millennial Home Ownership

Forever Renter - The Plight of Millennial Home Ownership

Episode 13 of Money & Stuff Podcast. Sam Rodriguez CFP® & Conor Shepard bring a guest on the show to talk about the current state of the housing market and why it can be difficult for millennials to...

7 Des 202145min

Roth IRA Recap - everything you need to know about Roth IRAs

Roth IRA Recap - everything you need to know about Roth IRAs

Episode 12 of Money & Stuff Podcast Sam Rodriguez CFP® & Conor Shepard with a Roth IRA Recap - everything you need to know about Roth IRAs. Want to talk to an advisor about something you heard in t...

12 Nov 202126min

Mega Backdoor Roth IRA

Mega Backdoor Roth IRA

Episode 11 of Money & Stuff Podcast Sam Rodriguez CFP® & Conor Shepard talk about what you can do with a Mega Backdoor Roth IRA and who should use the backdoor strategy. Want to talk to an advisor...

27 Okt 202124min

Should I be contributing to a Roth IRA? (Part 2)

Should I be contributing to a Roth IRA? (Part 2)

Episode 10 of Money & Stuff Podcast In this two-episode series, Sam Rodriguez CFP® & Conor Shepard talk all things IRA. Want to talk to an advisor about something you heard in this episode? Reach...

24 Sep 202134min

Should I be contributing to a Roth IRA? (Part 1)

Should I be contributing to a Roth IRA? (Part 1)

Episode 9 of Money & Stuff Podcast In this two-episode series, Sam Rodriguez CFP® & Conor Shepard talk all things IRA. Want to talk to an advisor about something you heard in this episode? Reach ...

23 Sep 202123min

Why You Need an Emergency Fund

Why You Need an Emergency Fund

Episode 8 of Money & Stuff Podcast. Sam Rodriguez CFP® & Conor Shepard discuss the importance of having an emergency fund. Want to talk to an advisor about something you heard in this episode? Reac...

3 Sep 202121min

Is All Debt Bad Debt?

Is All Debt Bad Debt?

Episode 7 of Money & Stuff Podcast. Sam Rodriguez CFP® & Conor Shepard talk all things debt. Does good debt really exist? Listen now to find out! Want to talk to an advisor about something you hear...

27 Aug 202128min

Is College Worth It?

Is College Worth It?

Episode 6 of Money & Stuff Podcast. Sam Rodriguez CFP® & Conor Shepard answer the question: is college still worth it? Want to talk to an advisor about something you heard in this episode? Reach o...

11 Aug 202142min

Populært innen Business og økonomi

stopp-verden
lydartikler-fra-aftenposten
dine-penger-pengeradet
rss-penger-polser-og-politikk
e24-podden
rss-borsmorgen-okonominyhetene
aftenbladet-intervjuer
rss-skravla-gar
finansredaksjonen
rss-pa-konto
pengepodden-2
utbytte
livet-pa-veien-med-jan-erik-larssen
tid-er-penger-en-podcast-med-peter-warren
morgenkaffen-med-finansavisen
lederpodden
liberal-halvtime
pengesnakk
okonomiamatorene
rss-politisk-preik