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 decision

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 decision

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 decision

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 decision

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 decision

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 decision

Sam Rodriguez CFP®  & Conor Shepard talk about climate change and how it could impact retirement for future generations. They discuss: 

• How climate hazards impact present-day retirees
• Potential costs from anticipated severe weather in the future
• What factors to consider geographically when looking for retirement locations

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 decision

Episode 29  of Money & Stuff Podcast.

Sam Rodriguez CFP®  & Conor Shepard discuss a key piece of advice when it comes to retirement.  They discuss: 

• #1 rule for retiring wealthy
• The importance of saving
• Why it's important to develop saving habits 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: [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

Episode 28  of Money & Stuff Podcast.

Sam Rodriguez CFP®  & Conor Shepard talk about the current U.S. economic situation and why there hasn't been an officially declared recession.  They discuss:

• Who declares when we are in a recession?
• How do they decide?
• Why it may feel like an "undeclared" recession

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 decision

Episode 27  of Money & Stuff Podcast.

Sam Rodriguez CFP®  & Conor Shepard talk about how automation is changing the finance industry and what it could mean for the future.  They discuss:

• Recent developments in AI technology
• How these changes might affect the Finance industry
• What ripple effects (good or bad) we could see from these developments

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 decision