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Changing World? No Problem. Focus on Unchanging Truths. 2025Executive MessageMoney MoxieNewsletter

Changing World? No Problem. Focus on Unchanging Truths.

In 1930, Americans’ top concern was administering justice, followed by prohibition. Unemployment was only the…
SFS
SFSJanuary 3, 2025
The Power of a 7th Generation Mentality 2025Money MoxieNewsletter

The Power of a 7th Generation Mentality

When families adopt a 7th generation mentality, they commit to a vision far greater than…
SFS
SFSJanuary 3, 2025
Protecting Your Credit 2025Money MattersNewsletter

Protecting Your Credit

Scammers are getting better at accessing your personal information and using your credit. Every week,…
SFS
SFSJanuary 1, 2025
Episode 81: Is the Housing Market on the Nice or the Naughty List? 2024PodcastPower Up Wealth Podcast

Episode 81: Is the Housing Market on the Nice or the Naughty List?

Power Up Wealth podcast – Episode 81 – Is the Housing Market on the Nice or…
SFS
SFSDecember 30, 2024
Episode 80: 4 Healthy Money Habits For Couples 2024PodcastPower Up Wealth Podcast

Episode 80: 4 Healthy Money Habits For Couples

Power Up Wealth podcast - Episode 80 – 4 Healthy Money Habits For Couples Sharla…
SFS
SFSDecember 20, 2024
Eggs, Insurance, and The Fed’s 2% “Target” 2024NewsletterViewpoint

Eggs, Insurance, and The Fed’s 2% “Target”

Inflation remains stubbornly high, around 3%, driven by rising food prices (notably eggs) and sustained…
SFS
SFSDecember 17, 2024
Episode 79: Estate Planning Mistakes 2024PodcastPower Up Wealth Podcast

Episode 79: Estate Planning Mistakes

Power Up Wealth podcast – Estate Planning Mistakes – Episode 79 transcript: Mikal Aune 0:00What…
SFS
SFSDecember 9, 2024
Episode 78: Something Very Bad Is Coming 2024PodcastPower Up Wealth Podcast

Episode 78: Something Very Bad Is Coming

Power Up Wealth podcast – Something Very Bad Is Coming – Episode 78 transcript: Sharla…
SFS
SFSNovember 25, 2024
Episode 77: Investing Through Elections 2024PodcastPower Up Wealth Podcast

Episode 77: Investing Through Elections

Power Up Wealth podcast – Investing Through Elections – Episode 77 transcript: Sharla Jessop 0:00Investing…
SFS
SFSNovember 12, 2024
The Election Changed Some Things and Left Others the Same 2024NewsletterViewpoint

The Election Changed Some Things and Left Others the Same

What does new leadership in the United States mean for your finances? Perhaps not as…
SFS
SFSNovember 8, 2024
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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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