Estate and Retirement Planning with Sam Hoss

08/22/2026

What forms of income generation will you rely on in retirement?

Striking a balance between safety and risk helps you maintain stability while keeping pace with the rising rate of inflation. Here are five ideas for how you can increase your income: https://ow.ly/BYE250ZoEn6



The following link/content may include information and statistical data obtained from and/or prepared by third-party sources that Foundations Investment Advisors, LLC (“Foundations”) deems reliable but in no way guarantees its accuracy or completeness. Foundations had no involvement in the creation of the content and did not make any revisions to such content. All such third-party information and statistical data contained herein is subject to change without notice and may not reflect the views or opinions of Foundations. Nothing herein constitutes investment, legal, or tax advice or any recommendation that any security, portfolio of securities, or investment strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations, ex*****on of required documentation, and receipt of required disclosures. All investments involve risk, and past performance is no guarantee of future results.

Finding income investments in retirement requires a careful balance. Here are five ways to boost your cash flow without taking on unnecessary risk.

08/15/2026

What keeps you up at night?

Rising inflation? Market volatility? Mounting health care costs?

Whatever your biggest financial pain point is, we have experience prescribing potential cures.

Watch more videos on our YouTube channel: https://www.youtube.com/

07/27/2026

A longer life means more years in retirement, and that shift has real consequences on retirement planning.

Retirement readiness is less about guessing an exact life expectancy and more about being prepared for however long you live. https://ow.ly/M5ox50ZgsTx

Watch more videos on our YouTube channel: https://www.youtube.com/



The following link/content may include information and statistical data obtained from and/or prepared by third-party sources that Foundations Investment Advisors, LLC (“Foundations”) deems reliable but in no way guarantees its accuracy or completeness. Foundations had no involvement in the creation of the content and did not make any revisions to such content. All such third-party information and statistical data contained herein is subject to change without notice and may not reflect the views or opinions of Foundations. Nothing herein constitutes investment, legal, or tax advice or any recommendation that any security, portfolio of securities, or investment strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations, ex*****on of required documentation, and receipt of required disclosures. All investments involve risk, and past performance is no guarantee of future results.

Comments regarding safe and secure investments or guaranteed income streams refer only to fixed insurance products and not investment advisory products.
Insurance guarantees are backed solely by the financial strength and claims-paying ability of the issuing insurance company.
They are not guaranteed by any bank or the FDIC.

This is not endorsed by or affiliated with Medicare or any U.S. government agency.
We do not offer every plan available in your area.
For information about all available options, visit Medicare.gov or call 1-800-MEDICARE.

This content is not endorsed by or affiliated with the Social Security Administration or any U.S. government agency

Flexibility is key to planning for retirement amid changing life expectancy trends.

07/20/2026

Social Security benefits increased by 2.8% in January 2026, which was the source of most headlines.

But five other changes arrived alongside that COLA, and at least two of them could directly affect how much you keep. Here's the complete picture. https://ow.ly/AKjA50ZgsRP

Watch more videos on our YouTube channel: https://www.youtube.com/



The following link/content may include information and statistical data obtained from and/or prepared by third-party sources that Foundations Investment Advisors, LLC (“Foundations”) deems reliable but in no way guarantees its accuracy or completeness. Foundations had no involvement in the creation of the content and did not make any revisions to such content. All such third-party information and statistical data contained herein is subject to change without notice and may not reflect the views or opinions of Foundations. Nothing herein constitutes investment, legal, or tax advice or any recommendation that any security, portfolio of securities, or investment strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations, ex*****on of required documentation, and receipt of required disclosures. All investments involve risk, and past performance is no guarantee of future results.

A Roth conversion may not be suitable for your situation.
The primary goal of a Roth conversion is generally to reduce future tax liability on retirement distributions.
Please consult with your tax and legal professionals before implementing any Roth conversion strategy.

Comments regarding safe and secure investments or guaranteed income streams refer only to fixed insurance products and not investment advisory products.
Insurance guarantees are backed solely by the financial strength and claims-paying ability of the issuing insurance company.
They are not guaranteed by any bank or the FDIC.

This is not endorsed by or affiliated with Medicare or any U.S. government agency.
We do not offer every plan available in your area.
For information about all available options, visit Medicare.gov or call 1-800-MEDICARE.

This content is not endorsed by or affiliated with the Social Security Administration or any U.S. government agency.

Social Security benefits rose 2.8% in 2026, pushing the average retirement check to $2,071/month. Here's exactly what changed and what to do about it now.

07/15/2026

Guidance you can trust.

Ethan Samuels has been described as a “Financial Intelligence Officer” and consummate educator, navigating clients and advisors through complex financial concerns.

Watch more videos on our YouTube channel: https://www.youtube.com/

07/13/2026

Several changes to Social Security took effect this year, impacting everything from credits and taxes to benefit checks and full retirement age rules.

Here are six big shifts and what you need to know about them. https://ow.ly/CfqI50ZgsPw

Watch more videos on our YouTube channel: https://www.youtube.com/



The following link/content may include information and statistical data obtained from and/or prepared by third-party sources that Foundations Investment Advisors, LLC (“Foundations”) deems reliable but in no way guarantees its accuracy or completeness. Foundations had no involvement in the creation of the content and did not make any revisions to such content. All such third-party information and statistical data contained herein is subject to change without notice and may not reflect the views or opinions of Foundations. Nothing herein constitutes investment, legal, or tax advice or any recommendation that any security, portfolio of securities, or investment strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations, ex*****on of required documentation, and receipt of required disclosures. All investments involve risk, and past performance is no guarantee of future results.

Comments regarding safe and secure investments or guaranteed income streams refer only to fixed insurance products and not investment advisory products.
Insurance guarantees are backed solely by the financial strength and claims-paying ability of the issuing insurance company.
They are not guaranteed by any bank or the FDIC.

This is not endorsed by or affiliated with Medicare or any U.S. government agency.
We do not offer every plan available in your area.
For information about all available options, visit Medicare.gov or call 1-800-MEDICARE.

This content is not endorsed by or affiliated with the Social Security Administration or any U.S. government agency.

Big changes come to Social Security every year, impacting everything from the size of your benefit check to your full retirement age.

07/08/2026

Independence shouldn’t just be celebrated one day a year.

Sam enjoys the freedom to offer financial guidance without pressure from a national HQ to push certain commissions or products. Tune into our show to learn more!

Watch more videos on our YouTube channel: https://www.youtube.com/

07/06/2026

When you’re many years away from retirement, Social Security seems straightforward: You’ll leave your job, file for benefits, and receive a monthly check for the rest of your life — boom!

But in reality, getting the most out of Social Security is anything but simple. Here are some helpful pointers to keep in mind. https://ow.ly/1Rx750ZgsNR

Watch more videos on our YouTube channel: https://www.youtube.com/



The following link/content may include information and statistical data obtained from and/or prepared by third-party sources that Foundations Investment Advisors, LLC (“Foundations”) deems reliable but in no way guarantees its accuracy or completeness. Foundations had no involvement in the creation of the content and did not make any revisions to such content. All such third-party information and statistical data contained herein is subject to change without notice and may not reflect the views or opinions of Foundations. Nothing herein constitutes investment, legal, or tax advice or any recommendation that any security, portfolio of securities, or investment strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations, ex*****on of required documentation, and receipt of required disclosures. All investments involve risk, and past performance is no guarantee of future results.

A Roth conversion may not be suitable for your situation.
The primary goal of a Roth conversion is generally to reduce future tax liability on retirement distributions.
Please consult with your tax and legal professionals before implementing any Roth conversion strategy.

Comments regarding safe and secure investments or guaranteed income streams refer only to fixed insurance products and not investment advisory products.
Insurance guarantees are backed solely by the financial strength and claims-paying ability of the issuing insurance company.
They are not guaranteed by any bank or the FDIC.

This is not endorsed by or affiliated with Medicare or any U.S. government agency.
We do not offer every plan available in your area.
For information about all available options, visit Medicare.gov or call 1-800-MEDICARE.

This content is not endorsed by or affiliated with the Social Security Administration or any U.S. government agency.

Claiming Social Security benefits at the right time means more money for you.

07/04/2026

Have a safe and happy 4th of July!

While this is a weekend of celebration, nobody wants fireworks in their financial future. Talk to the Hoss team about how we can help provide freedom and flexibility in your retirement years.

Watch more videos on our YouTube channel: https://www.youtube.com/

06/29/2026

Do you need to play catch-up on your retirement savings?

It’s not unusual for people to reach middle age, only to realize they’ve got a long way to go to reach their goals. Here are some strategies you can use to turbocharge your savings:
https://ow.ly/hB3A50Z4mIH

Watch more videos on our YouTube channel: https://www.youtube.com/



The following link/content may include information and statistical data obtained from and/or prepared by third-party sources that Foundations Investment Advisors, LLC (“Foundations”), deems reliable but in no way guarantees its accuracy or completeness. Foundations had no involvement in the creation of the content and did not make any revisions to such content. All such third-party information and statistical data contained herein is subject to change without notice and may not reflect the view or opinions of Foundations. Nothing herein constitutes investment, legal or tax advice or any recommendation that any security, portfolio of securities, or investment strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations, ex*****on of required documentation, and receipt of required disclosures. All investments involve risk and past performance is no guarantee of future results.

If you’re in your highest-earning years, you can make up for lost time.