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 & Stuff is a DBA of Foundation Wealth Partners. Money & 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 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.
The information contained herein has been obtained from sources we believe to be reliable but is not guaranteed as to its accuracy or completeness.
Whenever there are hyperlinks to third-party content, this information is intended to provide additional perspective and should not be construed as an endorsement of any services, products, guidance, individuals or points of view outside Foundation Wealth Partners.
All examples are hypothetical and for illustrative purposes only.
Please contact us for more complete information based on your personal circumstances and to obtain personal individual investment advice.
Foundation Wealth Partners does not offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances.
The views expressed on this program are not necessarily the views of this station. Content is for educational purposes only.
All content presented is for educational purposes only and should not be construed as an endorsement of any third party or such third party’s views, or as a solicitation or offer to sell securities or provide investment, tax, legal, or consulting services, and should not be acted upon without obtaining specific advice from a qualified professional.
We believe the information presented to be reliable but is not guaranteed as to its accuracy or completeness. All examples are hypothetical and for illustrative purposes only.
Any opinions or statements by third parties are their own and may not be representative of the experience of others or indicative of future investment performance or success. No compensation has been exchanged for any testimonials, endorsements, and/or recognitions.
Past performance is not a guarantee of future results.
Money & Stuff
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:
- The 6000 pound vehicle deduction and why it could cost more overall than what you end up saving in taxes
- Using an LLC to write off anything under the sun and how this can end up coming back to bite you down the road
- How charitable donations relate to your tax deductions and why they aren't an automatic tax reducing strategy
Watch On YouTube: TikTok TAX TIPS TO AVOID
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:
cshepard@foundationwealthpartners.com
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. Additional information, including management fees and expenses, is provided on our Form ADV Part 2 available upon request or at the SEC’s Investment Advisor Public Disclosure Site at https://adviserinfo.sec.gov/firm/summary/164109.
All content presented is for educational purposes only and should not be construed as an endorsement of any third party or such third party’s views, or as a solicitation or offer to sell securities or provide investment, tax, legal, or consulting services, and should not be acted upon without obtaining specific advice from a qualified professional.
We believe the information presented to be reliable, but is not guaranteed as to its accuracy or completeness. All examples are hypothetical and for illustrative purposes only.
Any opinions or statements by third parties are their own and may not be representative of the experience of others or indicative of future investment performance or success. No compensation has been exchanged for any testimonials, endorsements, and/or recognitions.