Money & Stuff

Sam Rodriguez CFP®  is joined by Brian Krukiel (co-founder of Foundation Wealth Partners) to talk through the stock market's current state. They discuss:

• The state of the stock market today and what that could mean to regular investors
• Whether or not the markets are overvalued and what this means for future events

Watch Here: https://youtu.be/1M0tlZ-inBA

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 9 middle-class money traps many people find themselves in and how you can avoid them. They discuss:

• The dangers of "keeping up with the Joneses" 
• The risks of taking on too much expensive debt (ex. credit cards)
• How falling into one trap can inevitably slide into another trap if someone doesn't take action

Watch Here: https://youtu.be/ZeguQN6Oyk4

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 why more and more Americans think they'll never be able to retire and what to do about it.  They discuss:

• Recent surveys that show the increasing number of Americans who feel they'll never be able to retire
• What factors could be causing the increase and what it could mean long term
• Possible solutions and actions you can take if you find yourself in a similar position

Watch Here: https://youtu.be/71nZvNqwhqw

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 Disney's recent decline in park attendance and the likely factors behind it. They discuss:

• Disney World's business model and target demographics
• How Covid and lockdowns impacted their strategies
• Whether or not "greedflation" is involved with Disney's most recent changes

Watch Here: https://youtu.be/nDn3Ap8JlNc

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 the reasons why a tax-free retirement may not be the best option for you. They discuss:

• The differences between a tax-diversified retirement vs a tax-free retirement
• Why a tax-free retirement can actually be damaging to your plan
• How tax diversification can benefit you before and after retirement

Watch Here: https://youtu.be/TUuuOIc8y_Y

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 spending some time on the debt ceiling and what it means to you. They discuss:

• What the "debt ceiling" is and why it was established
• How it has changed over time and become more and more politicized
• What a default could mean for individuals & the economy

Watch Here: https://youtu.be/71XzXLQnTT0

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 how to create a tax-diversified retirement & the differences with a tax-free retirement.  They discuss:

• What "tax diversification" means and how it can play a positive role in retirement
• The different types of accounts used to diversify and how they're taxed differently
• What benefits can come from a tax-diversified retirement vs a tax-free retirement

Watch here: https://youtu.be/A0mdjNbmazY

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 start discussing the next topic we'll be covering: Tax diversification.  They discuss:

• What "tax diversification" means and how it can play a positive role in retirement
• The different types of accounts used to diversify and how they're taxed differently
• What benefits can come from a tax-diversified retirement vs a tax-free retirement

Watch here: https://youtu.be/b4YvrPWTWak

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 wrap up their discussion on Social Security by explaining why Social Security is running out and some potential solutions. They discuss:

• What has led to the current deficit with Social Security 
• What is being proposed as possible solutions and how they could be implemented
• How it might impact future generations

Watch here: https://youtu.be/_gfJZTLPrUA

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 Social Security and talk about how and why Social Security is taxed. They discuss:

• How your Social Security is taxed
• What determines how it is taxed and what isn't taxed
• What your provisional income is and how it impacts your taxation

Watch here: https://youtu.be/YFCl5i3Bipg

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