Money & Stuff

Money & Stuff

By Money & StuffBusinessInvesting
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Money & Stuff episodes

  • Let's Talk Oil

    **Hey guys, it's Sam Rodriguez. Before you listen to this week's episode, please keep in mind that the news is changing very rapidly right now and we do record episodes days, sometimes weeks before we can actually post them. In this episode, towards the end, we do talk about what we think it would mean if the US were to ban Russian oil imports. 

    As of this morning, March 8th, the news is saying that we likely will be banning Russian oil imports here in the United States. So if you're listening to this and it's after March the eighth, and you're wondering, why do these guys keep saying, if we ban Russian oil, just know. We recorded this episode before it was actually banned.

    I hope you guys find today's episode useful. Thanks a lot, guys.**

    Episode 20 of Money & Stuff Podcast.

    Sam Rodriguez CFP®  & Conor Shepard discuss a high-level overview of oil, where we get it from, why we get it from there, and more.

    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

    42 min
  • Growing Your Business with Jason & D'Ann Palomarez

    Episode 19 of Money & Stuff Podcast.

    Sam Rodriguez CFP®  brings on two guests, Jason and D'Ann Palomarez, to talk about the businesses that they have built!

    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

    1 hr 33 min
  • Why Russia-Ukraine is a big deal

    Episode 18 of Money & Stuff Podcast.

    Sam Rodriguez CFP®  & Conor Shepard discuss a high-level overview of Russia, Ukraine, and the effects on the US economy. 

    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

    49 min
  • Can I Retire Early?

    Episode 17 of Money & Stuff Podcast.

    Sam Rodriguez CFP®  & Conor Shepard talk about early retirement and the why behind it. 

    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

    38 min
  • Why are so many Americans Retiring?

    Episode 16 of Money & Stuff Podcast.

    Sam Rodriguez CFP®  & Conor Shepard talk about the reasons why so many people seem to be retiring right now! 

    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.

    34 min
  • New Year Financial Resolutions

    Episode 15 of Money & Stuff Podcast.

    Sam Rodriguez CFP®  & Conor Shepard talk about the top financial New Years Resolutions that people make, and how to actually keep them! 


    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.

    56 min
  • Crypto, NFTs, and Taxes

    Episode 14 of Money & Stuff Podcast.

    Sam Rodriguez CFP®  & Conor Shepard talk about the tax on crypto currencies. Whether you've purchased it yourself, or were gifted an NFT it's important to know the tax implications you may be facing! 


    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.

    35 min
  • Forever Renter - The Plight of Millennial Home Ownership

    Episode 13 of Money & Stuff Podcast.

    Sam Rodriguez CFP®  & Conor Shepard bring a guest on the show to talk about the current state of the housing market and why it can be difficult for millennials to purchase a home. 


    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.

    46 min
  • Roth IRA Recap - everything you need to know about Roth IRAs

    Episode 12 of Money & Stuff Podcast

    Sam Rodriguez CFP®  & Conor Shepard with a Roth IRA Recap - everything you need to know about Roth IRAs.

    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.

    27 min
  • Mega Backdoor Roth IRA

    Episode 11 of Money & Stuff Podcast

    Sam Rodriguez CFP®  & Conor Shepard talk about what you can do with a Mega Backdoor Roth IRA and who should use the backdoor strategy. 

    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.

    25 min

About Money & Stuff

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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!…