Money & Stuff

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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Avsnitt(69)

SECURE Act 2.0: 5 Changes You Need to Know

SECURE Act 2.0: 5 Changes You Need to Know

Sam Rodriguez CFP® & Conor Shepard are kicking off 2023 by talking about some important changes happening with the SECURE Act. They discuss: What the SECURE Act is and what has lead to these changes...

16 Jan 202328min

Are the Recent Layoff Announcements a Sign of a Recession?

Are the Recent Layoff Announcements a Sign of a Recession?

Sam Rodriguez CFP® & Conor Shepard are talking about the recession and the planned layoffs in 2023 by some of the largest US companies. They discuss: What has led up to the current economic situation...

2 Jan 202322min

Can Europe Survive the Winter Without Russian Energy?

Can Europe Survive the Winter Without Russian Energy?

Sam Rodriguez CFP® & Conor Shepard spend some time talking about the energy shortage Europe is facing this winter. They discuss: What has been happening since the start of the war in UkraineHow count...

19 Dec 202247min

What Happened to FTX?

What Happened to FTX?

Sam Rodriguez CFP® & Conor Shepard are talking about crypto and what the heck happened to the cryptocurrency exchange FTX. They discuss: How FTX & Alameda Research operated and what events lead up to...

12 Dec 202229min

Is Corporate Greed Keeping Inflation High?

Is Corporate Greed Keeping Inflation High?

Sam Rodriguez CFP® & Conor Shepard talk about inflation and how corporations are using it to their advantage. They discuss: What has caused inflation to be so high in recent yearsHow corporations ha...

5 Dec 202239min

Is $1.25 Million Enough to Retire?

Is $1.25 Million Enough to Retire?

Sam Rodriguez CFP® & Conor Shepard spend some time talking about why more Americans feel they will need at least $1.25 Million for a successful retirement. They discuss: What has affected people's o...

15 Nov 202231min

Finding Your Hidden Saving Ability

Finding Your Hidden Saving Ability

Sam Rodriguez CFP® & Conor Shepard talk about saving for retirement and why Americans are saying they will need even more money in retirement. They discuss: Common problems and misconceptions with r...

7 Nov 202238min

How Climate Change Impacts Retirement

How Climate Change Impacts Retirement

Sam Rodriguez CFP® & Conor Shepard talk about climate change and how it could impact retirement for future generations. They discuss: How climate hazards impact present-day retireesPotential costs f...

28 Okt 202235min

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