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Episode 114: Direct Indexing – Tax Efficiency for the Modern Investor 2026PodcastPower Up Wealth Podcast

Episode 114: Direct Indexing – Tax Efficiency for the Modern Investor

Power Up Wealth podcast – Episode 114 – Direct Indexing: Tax Efficiency for the Modern…
SFS
SFSJune 9, 2026
Smart Summer Travel Tips — Shane Thomas 2026Money MattersNewsletter

Smart Summer Travel Tips — Shane Thomas

Summer is the season for making memories. Whether you are planning a girls’ getaway, a…
SFS
SFSJune 1, 2026
Episode 113: Will Housing Slow the Economy? 2026PodcastPower Up Wealth Podcast

Episode 113: Will Housing Slow the Economy?

Power Up Wealth podcast – Episode 113 – Will Housing Slow the Economy? Jordan Hadfield…
SFS
SFSMay 27, 2026
Episode 112: Good Debt, Bad Debt: Know the Difference 2026PodcastPower Up Wealth Podcast

Episode 112: Good Debt, Bad Debt: Know the Difference

Power Up Wealth podcast – Episode 112 – Good Debt, Bad Debt: Know the Difference…
SFS
SFSMay 12, 2026
The Pink Wheel of Roth Conversions — Jordan Hadfield 2026Money MoxieNewsletter

The Pink Wheel of Roth Conversions — Jordan Hadfield

Recently, my children asked if I would buy them orange sorbet. At that moment, orange…
SFS
SFSApril 30, 2026
4 Better Ways to Spend Your Tax Refund — Amy Hansen 2026Money MoxieNewsletter

4 Better Ways to Spend Your Tax Refund — Amy Hansen

A tax refund can feel like free money and an excuse to splurge. And sure,…
SFS
SFSApril 30, 2026
The Predictive Power of Oil — James Derrick 2026Money MoxieNewsletter

The Predictive Power of Oil — James Derrick

Economic growth continued in early 2008, even as pressure in the housing market intensified. That…
SFS
SFSApril 30, 2026
The Great Widow Transfer — Parker Thompson 2026Money MoxieNewsletter

The Great Widow Transfer — Parker Thompson

If you have not yet heard of the “Great Wealth Transfer,” you likely will soon.…
SFS
SFSApril 30, 2026
Dow 100,000: Crazy Talk or the Next Inevitable Milestone? — Mikal Aune 2026Executive MessageMoney MoxieNewsletter

Dow 100,000: Crazy Talk or the Next Inevitable Milestone? — Mikal Aune

In February 2026, the Dow Jones Industrial Average crossed 50,000 for the first time in…
SFS
SFSApril 30, 2026
Episode 111: Navigating Your 20s to 60s: Timeless Financial Advice 2026PodcastPower Up Wealth Podcast

Episode 111: Navigating Your 20s to 60s: Timeless Financial Advice

Power Up Wealth podcast – Episode 111 – Navigating Your 20s to 60s: Timeless Financial…
SFS
SFSApril 30, 2026
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Recent Posts

  • Episode 114: Direct Indexing – Tax Efficiency for the Modern Investor June 9, 2026
  • Smart Summer Travel Tips — Shane Thomas June 1, 2026
  • Episode 113: Will Housing Slow the Economy? May 27, 2026
  • Episode 112: Good Debt, Bad Debt: Know the Difference May 12, 2026
  • The Pink Wheel of Roth Conversions — Jordan Hadfield April 30, 2026
  • 4 Better Ways to Spend Your Tax Refund — Amy Hansen April 30, 2026
  • The Predictive Power of Oil — James Derrick April 30, 2026
  • The Great Widow Transfer — Parker Thompson April 30, 2026
  • Dow 100,000: Crazy Talk or the Next Inevitable Milestone? — Mikal Aune April 30, 2026
  • Episode 111: Navigating Your 20s to 60s: Timeless Financial Advice April 30, 2026
  • Episode 110: Unlocking Generational Wealth Beyond Money April 17, 2026
  • Episode 109: Skydiving into Financial Freedom: Knowing Your Retirement Number April 7, 2026

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Recent Posts

  • Episode 114: Direct Indexing – Tax Efficiency for the Modern Investor
  • Smart Summer Travel Tips — Shane Thomas
  • Episode 113: Will Housing Slow the Economy?
  • Episode 112: Good Debt, Bad Debt: Know the Difference
  • The Pink Wheel of Roth Conversions — Jordan Hadfield
  • 4 Better Ways to Spend Your Tax Refund — Amy Hansen
  • The Predictive Power of Oil — James Derrick

Tags

401(k) cyber aware cybersecurity debt economy Federal Reserve finances Financial planner financial planning goals Income for Life inflation interest rates investing investments IRA James R Derrick CFA Jordan R. Hadfield CFP® Just for Women lifetime income planning Mikal B. Aune CFP® Parker Thompson Parker Thompson CFP® podcast Power Up Wealth QCD recession retirement retirement income planning retirement planning risk Roger M. Smedley CFP® salt lake city saving savings Shane Thomas Sharla J Jessop CFP Sharla J Jessop CFP® social security stock market Taxes tax planning Tech The Fed utah

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