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5 Acts of the Economic Play 2023Money MoxieNewsletterViewpoint

5 Acts of the Economic Play

Starring:The Federal Reserve * U.S. Presidents * U.S. Senators and Representatives * American Consumers *Stimulus…
SFS
SFSOctober 6, 2023
Guessing Your Way Through Retirement 2023Executive MessageMoney MoxieNewsletter

Guessing Your Way Through Retirement

Few financial planning areas carry as much weight as retirement planning. Setting yourself up for…
SFS
SFSOctober 6, 2023
Am I Going To Be Okay? (Part 2) 2023Money MoxieNewsletter

Am I Going To Be Okay? (Part 2)

In this series, we are exploring the financial risks retirees must navigate. In Part 1,…
SFS
SFSOctober 6, 2023
Episode 51: Is Your Retirement Account a Tax Bomb? 2023PodcastPower Up Wealth Podcast

Episode 51: Is Your Retirement Account a Tax Bomb?

Power Up Wealth podcast – Is Your Retirement Account a Tax Bomb?– Episode 51 transcript:…
SFS
SFSSeptember 28, 2023
Episode 50: Global Reserve Currency Part 2 2023PodcastPower Up Wealth Podcast

Episode 50: Global Reserve Currency Part 2

Power Up Wealth podcast – Global Reserve Currency Part 2 – Episode 50 transcript: James…
SFS
SFSSeptember 15, 2023
No Skipping Steps in the Economic Cycle 2023NewsletterViewpoint

No Skipping Steps in the Economic Cycle

In my July commentary, I wrote that demand is up with the U.S. purchasing oil, and…
SFS
SFSSeptember 5, 2023
Setting Children Up For Financial Success 2023Money MattersNewsletter

Setting Children Up For Financial Success

Money influences everyone every day – not just adults. As children and grandchildren return to…
SFS
SFSSeptember 1, 2023
Episode 49: Global Reserve Currency Part 1 2023PodcastPower Up Wealth Podcast

Episode 49: Global Reserve Currency Part 1

Power Up Wealth podcast – Global Reserve Currency Part 1 – Episode 49 transcript: James…
SFS
SFSAugust 18, 2023
The Global Reserve Currency and De-dollarization (part 2) 2023Money MoxieNewsletter

The Global Reserve Currency and De-dollarization (part 2)

Since 1944, the United States dollar has become the world’s reserve currency. With the recent…
SFS
SFSAugust 8, 2023
Economic Cycles Can Teach Us A Lot About the Future 2023Money MoxieNewsletter

Economic Cycles Can Teach Us A Lot About the Future

Three years ago, gasoline was around $2 per gallon. The government was giving away money,…
SFS
SFSAugust 8, 2023
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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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