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Money & Stuff episodes
- Taking Social Security Early
Sam Rodriguez CFP® & Conor Shepard continue their discussion on Social Security with an overview of what happens if you take it early. They discuss:
- Pros and cons of taking Social Security early
- What your full retirement age is and how it factors into your Social Security
- How you can be strategic with taking Social Security
Watch here: https://youtu.be/ruOq5D3UCHE
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 decision23 min - How is Social Security Calculated?
Sam Rodriguez CFP® & Conor Shepard are talking about how Social Security is calculated and what you can do to improve your potential benefits. They discuss:
- What is used to calculate an individual's Social Security benefits
- What your A.I.M.E. is and what you can do to improve your expected benefits
- Why it's important to know the impact of taking your benefits early
PIA Calculation video: https://youtu.be/bvdOeCRm6fo
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 decision16 min - 2023 Top Money Resolutions and How to Achieve Them
Sam Rodriguez CFP® & Conor Shepard are continuing the start of 2023 with 5 new year resolutions people could be making with their money. They discuss:
- All 5 goals and why they're beneficial
- How and why you would want to set these goals
- Steps to take in order to accomplish your resolutions
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: [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 decision34 min - SECURE Act 2.0: 5 Changes You Need to Know
Sam Rodriguez CFP® & Conor Shepard are kicking off 2023 by talking about some important changes happening with the SECURE Act. They discuss:
- What the SECURE Act is and what has lead to these changes
- What changes are relevant to your situation
- How these changes may help/hinder retirement planning for some individuals
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: [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 decision29 min - Are the Recent Layoff Announcements a Sign of a Recession?
Sam Rodriguez CFP® & Conor Shepard are talking about the recession and the planned layoffs in 2023 by some of the largest US companies. They discuss:
- What has led up to the current economic situation and where these companies were going
- Why these companies would be laying off employees and what it means for 2023 Employment
- How this could affect the potential for a recession and what this would mean long term
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: [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 decision23 min - Can Europe Survive the Winter Without Russian Energy?
Sam Rodriguez CFP® & Conor Shepard spend some time talking about the energy shortage Europe is facing this winter. They discuss:
- What has been happening since the start of the war in Ukraine
- How countries may be able to last this winter without needing Russian energy
- What the ramifications would be after several years and what capitulation would mean for the world
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: [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 decision48 min - What Happened to FTX?
Sam Rodriguez CFP® & Conor Shepard are talking about crypto and what the heck happened to the cryptocurrency exchange FTX. They discuss:
- How FTX & Alameda Research operated and what events lead up to the collapse
- Who Sam Bankman-Freid is and how much he may have known
- Why regulation may be soon to follow recent events
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: [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 decision30 min - Is Corporate Greed Keeping Inflation High?
Sam Rodriguez CFP® & Conor Shepard talk about inflation and how corporations are using it to their advantage. They discuss:
- What has caused inflation to be so high in recent years
- How corporations have used inflationary pressures as an opportunity to cut costs while keep prices high
- What to expect from consumer prices in the future
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: [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 decision40 min - Is $1.25 Million Enough to Retire?
Sam Rodriguez CFP® & Conor Shepard spend some time talking about why more Americans feel they will need at least $1.25 Million for a successful retirement. They discuss:
- What has affected people's outlook on retirement and the necessities surrounding it
- How you can better position yourself for less stress and more choice with your retirement situation
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: [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 decision32 min - Finding Your Hidden Saving Ability
Sam Rodriguez CFP® & Conor Shepard talk about saving for retirement and why Americans are saying they will need even more money in retirement. They discuss:
- Common problems and misconceptions with retirement saving
- Why Americans think they'll need more than ever in order to retire
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: [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 decision39 min
About Money & Stuff
From the publisher's feed
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 states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Content is for educational purposes only. Consult a financial adviser or conduct your own due diligence of investing. Calls are prescreened and the show was prerecorded live earlier this week. All information provided through the following presentation is for educational purposes only and does not constitute investment, legal or tax advice; an offer to buy or sell any security or insurance product; or an endorsement of any third party or such third party’s views.
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