Money & Stuff

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.  In this episode, Sam Rodriguez, CFP®, and Conor Shepard break down the biggest mistakes people make with an inheritance and how to avoid them.  You’ll learn what to do before you spend a dime, how to avoid the tax traps, and how to turn a windfall into lasting peace of mind, not regret. Watch On YouTube: HOW NOT TO BLOW YOUR INHERITANCEWant 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 PODCAST DISCLOSURESInvestment 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.  ©2025 Foundation Wealth Partners, a DBA of Advisor Resource Council, All rights reserved.

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 family roles, and how these factors have shaped Gen X’s retirement outlook. Plus, they share some practical steps Gen Xers can take to navigate the challenges and build a solid plan for the future. Watch On YouTube: WHY GEN-X FEELS BEHINDWant 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 PODCAST DISCLOSURESInvestment 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. 

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 actually looks like—and how to redefine success on your own terms. Watch On YouTube: WHY DON'T I FEEL WEALTHY?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 PODCAST DISCLOSURESInvestment 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. 

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 generation, share strategies to avoid common financial pitfalls, and offer practical ways to protect your own financial well-being without sacrificing your loved ones’ needs. Watch On YouTube: STUCK BETWEEN GENERATIONSWant 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 PODCAST DISCLOSURESInvestment 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. 

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 factors shaping today’s market. Plus, get practical, no-nonsense tips to help you decide if this is your year to take the leap into homeownership!  In this episode, they discuss: What mortgage rates look like in 2025 and how it compares to historical rates How housing supply is projected to increase in 2025 and how this affects the overall housing market Practical tips for someone who is ready to buy and some "dos" or don'ts" for first time homebuyersWatch On YouTube: IS THIS A GOOD TIME TO BUY A HOUSE?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.