Money & Stuff
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.
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Episodes
69 episodes
If Inflation is Down, Why Are Prices Still High?
A fast food combo crossing $10 might seem small, but it says a lot about today’s economy. In this episode, Sam Rodriguez and Conor Shepard break down why things still feel expensive even as inflation slows. From why prices rarely co...
The Hidden Job Crisis: Unemployment, AI, and the Next Generation
Even with unemployment holding near 4%, many Americans feel worse off than ever and the numbers tell a different story.In this episode, Sam Rodriguez, CFP®, and Conor Shepard unpack what’s really happening in today’s labor market. From t...
No Way We're Old Enough For This: 4 Keys to help Gen X/Millennials Pay for College
If you’re a Gen X or millennial parent, college costs are no longer a distant concern: they're on your doorstep. In this episode, Sam Rodriguez, CFP®, and Conor Shepard walk through four essential steps to help Gen X and mill...
How Not to Blow Your Inheritance
Gen X is starting to inherit trillions… and most people have no idea what to do with it. Inheriting money is emotional: Grief. Guilt. Pressure. And if you’re not prepared, that money can disappear fast. I...
Why Gen X Feels Behind
In this episode, Sam Rodriguez, CFP®, and Conor Shepard break down how Generation X’s financial journey compares to those of boomers and millennials, and why it feels so different. They dive into the timing of economic downturns, shifting...
Why Don't I Feel Wealthy?
Making a high income doesn’t always mean peace of mind. In this episode, Sam Rodriguez, CFP®, and Conor Shepard unpack why so many people who appear financially successful still feel anxious and behind. They explore what real wealth...
Stuck Between Generations: Balancing Parents, Kids, and Your Own Financial Wellbeing
Juggling the financial and emotional demands of aging parents, growing kids, and your own future can feel overwhelming. In this episode, Sam Rodriguez, CFP®, and Conor Shepard break down the realities of being a part of the sandwich g...
Is This a Good Time to Buy a House?
Kick off 2025 with Sam Rodriguez, CFP®, and Conor Shepard as they tackle one of the hottest questions on everyone’s mind: Is now the right time to buy a house? From mortgage rates to housing supply, they break down the key factor...
3 TikTok Tax Tips to Avoid
Sam Rodriguez CFP® & Conor Shepard are wrapping up 2024 by talking about some popular "tax strategies" circulating TikTok and why they may be more risky than beneficial depending on your situation. In this episode, they discuss:
Volatility and Votes: How Elections Impact the Markets
With the election right around the corner, Sam Rodriguez CFP® & Conor Shepard are back to talk about what election years mean for the stock market as well as the misconceptions surrounding them. In this episode, they discuss:<...
7 Biggest Retirement Mistakes to Avoid
Sam Rodriguez CFP® & Conor Shepard are back with another great topic! In this episode, they go through 7 of the biggest mistakes people make when it comes to their retirement and what you can do to avoid them. They discuss:
Why Are Baby Boomers Watching So Much Television?
Sam Rodriguez CFP® & Conor Shepard are back! In this episode, they talk about some interesting data which found that Baby Boomers seem to watch more television on average compared to younger generations. They discuss:
3 Year End Tax To-Do's
Sam Rodriguez CFP® & Conor Shepard are wrapping up the year with 3 tax to-do items that could help your situation. They discuss:How your 401K contributions affect your taxes and what strategies you could employ to position...
5 Reasons to Rent instead of Buy
Sam Rodriguez CFP® & Conor Shepard continue their discussion on housing and focus on the reasons (for some) why renting may be better than buying a home. They discuss:Benefits of renting vs buying a homeWhy money ...
5 Reasons You Should Buy a Home
Sam Rodriguez CFP® & Conor Shepard are talking about the housing market and 5 reasons you should buy a house. They discuss:Positive benefits from home ownershipThe opportunity cost associated with buying vs rentin...
5 Reasons Home Prices Keep Increasing
Sam Rodriguez CFP® & Conor Shepard are talking home prices and what could be causing the continued rise in home pricing. They discuss:5 possible causes for the continued riseWhat factors are involved that can add ...
5 Big Things That Confuse Americans About Retirement
Sam Rodriguez CFP® & Conor Shepard dig into 5 things that leave many Americans confused when it comes to retirement. They discuss:5 major questions and concerns Americans have about retirementWhat factors are invo...
Market Talk: The Opportunity in Bonds
Sam Rodriguez CFP® is joined by Brian Krukiel (co-founder of Foundation Wealth Partners) to talk more about bonds and the potential opportunities they can offer. They discuss:Why the bond market has more appeal and what factor...
Increase in Foreclosures & What it Means for the Economy
Sam Rodriguez CFP® & Conor Shepard talk about the recent increase in foreclosures among Americans. They discuss:What factors could be influencing the foreclosure rateThe driving forces behind recent changes in Ame...
Is the Stock Market too High?
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 in...
9 Middle Class Money Traps to Avoid
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 takin...
Why are American's Losing Confidence in their Ability to Retire?
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...
Disney: A Surprising Mirror of Our Economy Today
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 demographicsHow Covid and loc...