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9 Middle Class Money Traps to Avoid

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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 taking on too much expensive debt (ex. credit cards)
  • How falling into one trap can inevitably slide into another trap if someone doesn't take action

Watch Here: https://youtu.be/ZeguQN6Oyk4
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
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

  continue reading

59 episoder

Artwork
iconDela
 
Manage episode 376503272 series 2984409
Innehåll tillhandahållet av Money & Stuff. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Money & Stuff eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.

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 taking on too much expensive debt (ex. credit cards)
  • How falling into one trap can inevitably slide into another trap if someone doesn't take action

Watch Here: https://youtu.be/ZeguQN6Oyk4
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
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

  continue reading

59 episoder

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