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Episode 67: Importance of Family Meetings 2024PodcastPower Up Wealth Podcast

Episode 67: Importance of Family Meetings

Power Up Wealth podcast – Importance of Family Meetings – Episode 67 transcript: Sharla Jessop…
SFS
SFSMay 28, 2024
Inflation Stalls as Consumers Slow and the Markets Roar 2024NewsletterViewpoint

Inflation Stalls as Consumers Slow and the Markets Roar

Thursday, May 16, 2024, ended an incredibly positive streak in the stock market. The market…
SFS
SFSMay 17, 2024
Episode 66: 34 Trillion in Debt 2024PodcastPower Up Wealth Podcast

Episode 66: 34 Trillion in Debt

Power Up Wealth podcast – 34 Trillion in Debt – Episode 66 transcript: Sharla Jessop…
SFS
SFSMay 13, 2024
2024 Money Matters Conference Recap 2024Money MattersNewsletter

2024 Money Matters Conference Recap

What an amazing conference! Thank you to everyone who attended the Money Matters Women’s Conference…
SFS
SFSMay 1, 2024
Episode 65: Watching Inflation 2024PodcastPower Up Wealth Podcast

Episode 65: Watching Inflation

Power Up Wealth podcast - Episode 65 – Watching Inflation Sharla Jessop 0:00When looking at…
SFS
SFSApril 30, 2024
Is 6% Dead? 2024Money MoxieNewsletter

Is 6% Dead?

A recent $418M settlement from the National Association of Realtors (NAR) antitrust lawsuit could change…
SFS
SFSApril 19, 2024
A Golden Investment? 2024Money MoxieNewsletter

A Golden Investment?

Gold is a symbol of wealth and status that has lasted for centuries. It is…
SFS
SFSApril 19, 2024
The Final Countdown 2024Money MoxieNewsletter

The Final Countdown

The clock is ticking down to December 31, 2025. We have less than two years…
SFS
SFSApril 19, 2024
Investors Like Election Years 2024Money MoxieNewsletter

Investors Like Election Years

Calvin Coolidge became the president of the United States in 1923 after Warren G. Harding…
SFS
SFSApril 19, 2024
Sticky Inflation 2024Executive MessageMoney MoxieNewsletter

Sticky Inflation

Many investors are celebrating because inflation has slowed down from the torrid peak of 9%…
SFS
SFSApril 19, 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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  • 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

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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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