Money & Stuff

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

Sam Rodriguez CFP®  & Conor Shepard continue their discussion on housing and focus on the reasons (for some) why renting may be better than buying a home. They discuss:

• Benefits of renting vs buying a home
• Why money isn't the only factor to consider when looking at renting vs buying
• What factors to consider before deciding to commit to either choice

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

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

Sam Rodriguez CFP®  & Conor Shepard are talking about the housing market and 5 reasons you should buy a house. They discuss:

• Positive benefits from home ownership
• The opportunity cost associated with buying vs renting
• What factors to consider before deciding to commit to a home purchase

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

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

Sam Rodriguez CFP®  & Conor Shepard are talking home prices and what could be causing the continued rise in home pricing. They discuss:

• 5 possible causes for the continued rise
• What factors are involved that can add to the confusion 
• What to look for before considering a home buy

Watch Here: https://youtu.be/9KwryhZ1NrM

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

Sam Rodriguez CFP®  & Conor Shepard dig into 5 things that leave many Americans confused when it comes to retirement. They discuss:

• 5 major questions and concerns Americans have about retirement
• What factors are involved that can add to the confusion 
• Tips on how to avoid the confusion and keep your financial life on track

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

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

Sam Rodriguez CFP®  is joined by Brian Krukiel (co-founder of Foundation Wealth Partners) to talk more about bonds and the potential opportunities they can offer. They discuss:

• Why the bond market has more appeal and what factors contributed to the change
• What the opportunities are available and why it may not last forever

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

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

Sam Rodriguez CFP®  & Conor Shepard talk about the recent increase in foreclosures among Americans. They discuss:

• What factors could be influencing the foreclosure rate
• The driving forces behind recent changes in American's economic outlook
• How the foreclosures are related to other recent events in the economy

Watch Here: https://youtu.be/72rng9YkY3A

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