Gen X is starting to inherit trillions… and most people have no idea what to do with it.  Inheriting money is emotional:  Grief. Guilt. Pressure. And if you’re not prepared, that money can disappear fast.  

In this episode, Sam Rodriguez, CFP®, and Conor Shepard break down the biggest mistakes people make with an inheritance and how to avoid them.  You’ll learn what to do before you spend a dime, how to avoid the tax traps, and how to turn a windfall into lasting peace of mind, not regret. 

Watch On YouTube: HOW NOT TO BLOW YOUR INHERITANCE

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Interested in hearing Sam & Conor talk about specific money or stuff topics, or want to be on the show? Send Conor an Email Today:

[email protected]
 

PODCAST DISCLOSURES

Investment advice offered through Foundation Wealth Partners, a DBA of Advisor Resource Council and registered investment advisor. Foundation Wealth Partners and Advisor Resource Council are separate entities. Additional information, including management fees and expenses, is provided on our Form ADV Part 2 available upon request or at the SEC’s Investment Advisor Public Disclosure Site at https://adviserinfo.sec.gov/firm/summary/164109.

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. 

 ©2025 Foundation Wealth Partners, a DBA of Advisor Resource Council, All rights reserved.

In this episode, Sam Rodriguez, CFP®, and Conor Shepard  break down how Generation X’s financial journey compares to those of boomers and millennials, and why it feels so different. They dive into the timing of economic downturns, shifting family roles, and how these factors have shaped Gen X’s retirement outlook. Plus, they share some practical steps Gen Xers can take to navigate the challenges and build a solid plan for the future. 

Watch On YouTube: WHY GEN-X FEELS BEHIND

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 Conor an Email Today:

[email protected]
 

PODCAST DISCLOSURES

Investment advice offered through Foundation Wealth Partners, a DBA of Advisor Resource Council and registered investment advisor. Foundation Wealth Partners and Advisor Resource Council are separate entities. Additional information, including management fees and expenses, is provided on our Form ADV Part 2 available upon request or at the SEC’s Investment Advisor Public Disclosure Site at https://adviserinfo.sec.gov/firm/summary/164109.

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. 

 Making a high income doesn’t always mean peace of mind.  In this episode, Sam Rodriguez, CFP®, and Conor Shepard unpack why so many people who appear financially successful still feel anxious and behind. They explore what real wealth actually looks like—and how to redefine success on your own terms. 

Watch On YouTube: WHY DON'T I FEEL WEALTHY?

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 Conor an Email Today:

[email protected]
 

PODCAST DISCLOSURES

Investment advice offered through Foundation Wealth Partners, a DBA of Advisor Resource Council and registered investment advisor. Foundation Wealth Partners and Advisor Resource Council are separate entities. Additional information, including management fees and expenses, is provided on our Form ADV Part 2 available upon request or at the SEC’s Investment Advisor Public Disclosure Site at https://adviserinfo.sec.gov/firm/summary/164109.

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. 

 Juggling the financial and emotional demands of aging parents, growing kids, and your own future can feel overwhelming. In this episode, Sam Rodriguez, CFP®, and Conor Shepard break down the realities of being a part of the sandwich generation, share strategies to avoid common financial pitfalls, and offer practical ways to protect your own financial well-being without sacrificing your loved ones’ needs. 

Watch On YouTube: STUCK BETWEEN GENERATIONS

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 Conor an Email Today:

[email protected]
 

PODCAST DISCLOSURES

Investment advice offered through Foundation Wealth Partners, a DBA of Advisor Resource Council and registered investment advisor. Foundation Wealth Partners and Advisor Resource Council are separate entities. Additional information, including management fees and expenses, is provided on our Form ADV Part 2 available upon request or at the SEC’s Investment Advisor Public Disclosure Site at https://adviserinfo.sec.gov/firm/summary/164109.

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. 

 Kick off 2025 with Sam Rodriguez, CFP®, and Conor Shepard as they tackle one of the hottest questions on everyone’s mind: Is now the right time to buy a house? From mortgage rates to housing supply, they break down the key factors shaping today’s market. Plus, get practical, no-nonsense tips to help you decide if this is your year to take the leap into homeownership!  In this episode, they discuss: 

• What mortgage rates look like in 2025 and how it compares to historical rates 
• How housing supply is projected to increase in 2025 and how this affects the overall housing market 
• Practical tips for someone who is ready to buy and some "dos" or don'ts" for first time homebuyers

Watch On YouTube: IS THIS A GOOD TIME TO BUY A HOUSE?

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 Conor an Email Today:

[email protected]
 

Investment advice offered through Foundation Wealth Partners, a DBA of Advisor Resource Council and registered investment advisor. Foundation Wealth Partners and Advisor Resource Council are separate entities. Additional information, including management fees and expenses, is provided on our Form ADV Part 2 available upon request or at the SEC’s Investment Advisor Public Disclosure Site at https://adviserinfo.sec.gov/firm/summary/164109.

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. 

Sam Rodriguez CFP®  & Conor Shepard are wrapping up 2024 by talking about some popular "tax strategies" circulating TikTok and why they may be more risky than beneficial depending on your situation. In this episode, they discuss:

• The 6000 pound vehicle deduction and why it could cost more overall than what you end up saving in taxes
• Using an LLC to write off anything under the sun and how this can end up coming back to bite you down the road
• How charitable donations relate to your tax deductions and why they aren't an automatic tax reducing strategy

Watch On YouTube: TikTok TAX TIPS TO AVOID

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 Conor an Email Today:

[email protected]
 

Investment advice offered through Foundation Wealth Partners, a DBA of Advisor Resource Council and registered investment advisor. Foundation Wealth Partners and Advisor Resource Council are separate entities. Additional information, including management fees and expenses, is provided on our Form ADV Part 2 available upon request or at the SEC’s Investment Advisor Public Disclosure Site at https://adviserinfo.sec.gov/firm/summary/164109.

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. 

With the election right around the corner, Sam Rodriguez CFP®  & Conor Shepard are back to talk about what election years mean for the stock market as well as the misconceptions surrounding them. In this episode, they discuss:

• Why there tends to be more market volatility during election years compared to non-election years
• Some of the misconceptions surrounding this dynamic & what contributes to the increased volatility
• How election years compare to non-election years in overall performance 
• What you can do to avoid the "hysteria" 

Watch Here: https://youtu.be/yVV8jjGmS9s

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 Conor an Email Today:

[email protected]

FINRA/SIPC Investment advice offered through Foundation Wealth Partners, a DBA of Advisor Resource Council and registered investment advisor. Foundation Wealth Partners and Advisor Resource Council are separate entities. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. 

To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision

Sam Rodriguez CFP®  & Conor Shepard are back with another great topic! In this episode, they go through 7 of the biggest mistakes people make when it comes to their retirement and what you can do to avoid them. They discuss:

• The importance of having a plan for your retirement and the ramifications of retiring without any plan
• The dangers of prioritizing saving for your child's college over saving for your retirement 
• The risks you face when retiring with too much debt and the impact it can have on your overall retirement potential

Watch Here: https://youtu.be/Lj-W8lmxrMA

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 Conor an Email Today:

[email protected]

FINRA/SIPC Investment advice offered through Foundation Wealth Partners, a DBA of Advisor Resource Council and registered investment advisor. Foundation Wealth Partners and Advisor Resource Council are separate entities. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. 

To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision

Sam Rodriguez CFP®  & Conor Shepard are back!  In this episode, they talk about some interesting data which found that Baby Boomers seem to watch more television on average compared to younger generations. They discuss:

• Reasons for why Baby Boomers have the highest amount of time watching television among different generations
• Discrepancies in the results and other factors that could explain why it isn't as surprising as it initially seems
• Other forms of visual media that younger generations use more often and how that fits into the overall findings of the television viewing data

Watch Here: https://youtu.be/9dPWjtXW3vQ

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 Conor an Email Today:

[email protected]

FINRA/SIPC Investment advice offered through Foundation Wealth Partners, a DBA of Advisor Resource Council and registered investment advisor. Foundation Wealth Partners and Advisor Resource Council are separate entities. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. 

To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision

Sam Rodriguez CFP®  & Conor Shepard are wrapping up the year with 3 tax to-do items that could help your situation. They discuss:

• How your 401K contributions affect your taxes and what strategies you could employ to position yourself in a more favorable position
• Strategies for grouping your donations/deductions to maximize your potential deduction position
• The benefits of contributing to an HSA and why it can provide multiple advantages

Watch Here: https://youtu.be/3lqqfxnuAyY

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 Conor an Email Today:

[email protected]

Securities offered through LPL Financial member, FINRA slash SIPC Investment advice offered through Foundation Wealth Partners, a DBA of Advisor Resource Council and registered investment advisor.  Foundation Wealth Partners and Advisor Resource Council are separate entities from LPL Financial. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual.

To determine which strategies or investments may be suitable for you consult the appropriate qualified professional prior to making a decision