Money & Stuff

Money & Stuff

By Money & StuffBusinessInvesting
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Money & Stuff episodes

  • Should I be contributing to a Roth IRA? (Part 2)

    Episode 10 of Money & Stuff Podcast

    In this two-episode series, Sam Rodriguez CFP®  & Conor Shepard talk all things IRA.  

    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
  • Should I be contributing to a Roth IRA? (Part 1)

    Episode 9 of Money & Stuff Podcast

    In this two-episode series, Sam Rodriguez CFP®  & Conor Shepard talk all things IRA.  

    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.

    24 min
  • Why You Need an Emergency Fund

    Episode 8 of Money & Stuff Podcast.

    Sam Rodriguez CFP®  & Conor Shepard discuss the importance of having an emergency fund.

    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.

    22 min
  • Is All Debt Bad Debt?

    Episode 7 of Money & Stuff Podcast.

    Sam Rodriguez CFP®  & Conor Shepard talk all things debt. Does good debt really exist? Listen now to find out!

    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.

    29 min
  • Is College Worth It?

    Episode 6 of Money & Stuff Podcast.

    Sam Rodriguez CFP®  & Conor Shepard answer the question: is college still worth 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.

    43 min
  • The Importance of Financial Education - Grade School Through Retirement

    Episode 5 of Money & Stuff Podcast.

    Sam Rodriguez CFP®  & Conor Shepard talk about the importance of financial education starting in grade school and continuing through retirement. 

    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
  • Every Time Money Leaves Your Hand - It's an Investment!

    Episode 4 of Money & Stuff Podcast.

    Sam Rodriguez CFP®  & Conor Shepard discuss how every time you spend money, whether you're giving to charity or eating at your favorite restaurant, you're making an investment. 

    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.

    41 min
  • Should I Pay Off My House Early?

    Episode 3 of Money & Stuff Podcast.

    Sam Rodriguez CFP®  will discuss the "what ifs" of paying off your mortgage 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.

    32 min
  • Should I sell my house?

    Episode 2 of Money & Stuff Podcast.

    Sam Rodriguez CFP®  will look at the housing market and if right now is actually a good time to sell.

    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.

    41 min
  • 4 Steps For Generating Wealth For Yourself.

    Episode 1 of Money & Stuff Podcast.

    Sam Rodriguez CFP®  will discuss four steps you should take every time you get paid if you want to generate wealth for yourself.

    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.

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    37 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!…