
An Important Piece of Retirement Advice
Episode 29 of Money & Stuff Podcast. Sam Rodriguez CFP® & Conor Shepard discuss a key piece of advice when it comes to retirement. They discuss: #1 rule for retiring wealthyThe importance of savi...
21 Okt 202219min

Are We in a Recession?
Episode 28 of Money & Stuff Podcast. Sam Rodriguez CFP® & Conor Shepard talk about the current U.S. economic situation and why there hasn't been an officially declared recession. They discuss: Who...
19 Sep 202233min

Automation in Finance
Episode 27 of Money & Stuff Podcast. Sam Rodriguez CFP® & Conor Shepard talk about how automation is changing the finance industry and what it could mean for the future. They discuss: Recent devel...
13 Sep 202250min

How is Retirement Income Taxed?
Episode 26 of Money & Stuff Podcast. Sam Rodriguez CFP® & Conor Shepard discuss taxes in retirement and what factors can influence your situation. They discuss: How the account you choose determi...
26 Aug 202230min

How Unprepared are Retiring Americans?
Episode 25 of Money & Stuff Podcast. Sam Rodriguez CFP® & Conor Shepard discuss the history of retirement and how prepared/unprepared the currently retiring generation is. They discuss: Shockingly...
24 Juni 202247min

Let's talk Unions
Episode 24 of Money & Stuff Podcast. Sam Rodriguez CFP® & Conor Shepard touch on the topic of unions and give their thoughts on recent union-related events in the news. Want to talk to an advisor ...
22 Apr 202234min

Are we headed into a recession
Episode 23 of Money & Stuff Podcast. Sam Rodriguez CFP® & Conor Shepard discuss if we are headed toward a recession and what that means. Want to talk to an advisor about something you heard in th...
18 Apr 202242min

Do I need a Trust?
Episode 22 of Money & Stuff Podcast. Sam Rodriguez CFP® & Conor Shepard talk trusts and if you need one. Want to talk to an advisor about something you heard in this episode? Reach out to us: www.f...
5 Apr 202251min



















