Money & Stuff

Business EN ↓ 69 episodes

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 s...

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Money & Stuff

Episodes

Growing Your Business with Jason & D'Ann Palomarez 15.03.2022 1:32:12

Episode 19 of Money & Stuff Podcast. Sam Rodriguez CFP® brings on two guests, Jason and D'Ann Palomarez, to talk about the businesses that they have built! Want to talk to an advisor about something you heard in this episode? Reach out to us: www.foundationwealthpartners.com/contact Interested in hearing Sam & Conor talk about specific money or stuff topics, or want to be on the show...

Why Russia-Ukraine is a big deal 01.03.2022 48:16

Episode 18 of Money & Stuff Podcast. Sam Rodriguez CFP® & Conor Shepard discuss a high-level overview of Russia, Ukraine, and the effects on the US economy. Want to talk to an advisor about something you heard in this episode? Reach out to us: www.foundationwealthpartners.com/contact Interested in hearing Sam & Conor talk about specific money or stuff topics, or want to be on the sho...

Can I Retire Early? 20.02.2022 37:52

Episode 17 of Money & Stuff Podcast. Sam Rodriguez CFP® & Conor Shepard talk about early retirement and the why behind it. Want to talk to an advisor about something you heard in this episode? Reach out to us: www.foundationwealthpartners.com/contact Interested in hearing Sam & Conor talk about specific money or stuff topics, or want to be on the show? Send Sam an Email Today: srodri...

Why are so many Americans Retiring? 05.02.2022 33:58

Episode 16 of Money & Stuff Podcast. Sam Rodriguez CFP® & Conor Shepard talk about the reasons why so many people seem to be retiring right now! Want to talk to an advisor about something you heard in this episode? Reach out to us: www.foundationwealthpartners.com/contact Interested in hearing Sam & Conor talk about specific money or stuff topics, or want to be on the show? Send Sam...

New Year Financial Resolutions 08.01.2022 55:37

Episode 15 of Money & Stuff Podcast. Sam Rodriguez CFP® & Conor Shepard talk about the top financial New Years Resolutions that people make, and how to actually keep them! Want to talk to an advisor about something you heard in this episode? Reach out to us: www.foundationwealthpartners.com/contact Interested in hearing Sam & Conor talk about specific money or stuff topics, or want t...

Crypto, NFTs, and Taxes 29.12.2021 34:36

Episode 14 of Money & Stuff Podcast. Sam Rodriguez CFP® & Conor Shepard talk about the tax on crypto currencies. Whether you've purchased it yourself, or were gifted an NFT it's important to know the tax implications you may be facing! Want to talk to an advisor about something you heard in this episode? Reach out to us: www.foundationwealthpartners.com/contact Interested in he...

Forever Renter - The Plight of Millennial Home Ownership 07.12.2021 45:22

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 purchase a home. Want to talk to an advisor about something you heard in this episode? Reach out to us: www.foundationwealthpartners.com/contact Interested in hearing Sam & Conor talk abo...

Roth IRA Recap - everything you need to know about Roth IRAs 12.11.2021 26:57

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 this episode? Reach out to us: www.foundationwealthpartners.com/contact Interested in hearing Sam & Conor talk about specific money or stuff topics, or want to be on the show? Send Sam an Ema...

Mega Backdoor Roth IRA 27.10.2021 24:03

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 about something you heard in this episode? Reach out to us: www.foundationwealthpartners.com/contact Interested in hearing Sam & Conor talk about specific money or stuff topics, or want to...

Should I be contributing to a Roth IRA? (Part 2) 24.09.2021 34:40

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 out to us: www.foundationwealthpartners.com/contact Interested in hearing Sam & Conor talk about specific money or stuff topics, or want to be on the show? Send Sam an Email Today: srodrigu...

Should I be contributing to a Roth IRA? (Part 1) 23.09.2021 23:24

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 out to us: www.foundationwealthpartners.com/contact Interested in hearing Sam & Conor talk about specific money or stuff topics, or want to be on the show? Send Sam an Email Today: srodrigue...

Why You Need an Emergency Fund 03.09.2021 21:10

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? Reach out to us: www.foundationwealthpartners.com/contact Interested in hearing Sam & Conor talk about specific money or stuff topics, or want to be on the show? Send Sam an Email Today: srodrig...

Is All Debt Bad Debt? 27.08.2021 28:29

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 heard in this episode? Reach out to us: www.foundationwealthpartners.com/contact Interested in hearing Sam & Conor talk about specific money or stuff topics, or want to be on the show? Send Sam...

Is College Worth It? 11.08.2021 42:18

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 out to us: www.foundationwealthpartners.com/contact Interested in hearing Sam & Conor talk about specific money or stuff topics, or want to be on the show? Send Sam an Email Today: srodriguez...

The Importance of Financial Education - Grade School Through Retirement 30.07.2021 48:41

Episode 5 of Money & Stuff Podcast. Sam Rodriguez CFP® & Conor Shepard talk about the importance of financial education starting in grade school and continuing through retirement. Want to talk to an advisor about something you heard in this episode? Reach out to us: www.foundationwealthpartners.com/contact Interested in hearing Sam & Conor talk about specific money or stuff topics, o...

Every Time Money Leaves Your Hand - It's an Investment! 23.07.2021 40:52

Episode 4 of Money & Stuff Podcast. Sam Rodriguez CFP® & Conor Shepard discuss how every time you spend money, whether you're giving to charity or eating at your favorite restaurant, you're making an investment. Want to talk to an advisor about something you heard in this episode? Reach out to us: www.foundationwealthpartners.com/contact Interested in hearing Sam & Conor ta...

Should I Pay Off My House Early? 16.07.2021 31:51

Episode 3 of Money & Stuff Podcast. Sam Rodriguez CFP® will discuss the "what ifs" of paying off your mortgage early. Want to talk to an advisor about something you heard in this episode? Reach out to us: www.foundationwealthpartners.com/contact Interested in hearing Sam & Conor talk about specific money or stuff topics, or want to be on the show? Send Sam an Email Today: srodri...

Should I sell my house? 19.05.2021 40:28

Episode 2 of Money & Stuff Podcast. Sam Rodriguez CFP® will look at the housing market and if right now is actually a good time to sell. Want to talk to an advisor about something you heard in this episode? Reach out to us: www.foundationwealthpartners.com/contact Interested in hearing Sam & Conor talk about specific money or stuff topics, or want to be on the show? Send Sam an Email Toda...

4 Steps For Generating Wealth For Yourself. 14.05.2021 36:06

Episode 1 of Money & Stuff Podcast. Sam Rodriguez CFP® will discuss four steps you should take every time you get paid if you want to generate wealth for yourself. Want to talk to an advisor about something you heard in this episode? Reach out to us: www.foundationwealthpartners.com/contact Interested in hearing Sam & Conor talk about specific money or stuff topics, or want to be on the s...