Money & Stuff

9 Middle Class Money Traps to Avoid

September 08, 2023 Money & Stuff
9 Middle Class Money Traps to Avoid
Money & Stuff
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Money & Stuff
9 Middle Class Money Traps to Avoid
Sep 08, 2023
Money & Stuff

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

Show Notes

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