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Are We Really in a Bull Market? 2023NewsletterViewpoint

Are We Really in a Bull Market?

Making good decisions and sticking with them for a long time is a recipe for…
SFS
SFSMay 22, 2023
Time to Stop Ignoring the Debt Ceiling 2023NewsletterViewpoint

Time to Stop Ignoring the Debt Ceiling

Making good decisions and sticking with them for a long time is a recipe for…
SFS
SFSMay 15, 2023
Episode 43: Lessons From Past Bear Markets 2023PodcastPower Up Wealth Podcast

Episode 43: Lessons From Past Bear Markets

Power Up Wealth podcast – Lessons From Past Bear Markets – Episode 43 transcript: Sharla…
SFS
SFSMay 11, 2023
Will The Fed Raise Rates Again? 2023NewsletterViewpoint

Will The Fed Raise Rates Again?

Making good decisions and sticking with them for a long time is a recipe for…
SFS
SFSMay 8, 2023
Banks Continue to Fail 2023NewsletterViewpoint

Banks Continue to Fail

Another bank failed on Friday: First Republic Bank. This is the 5th major bank failure…
SFS
SFSMay 1, 2023
You and Your Money – Living Your Dream 2023Money MattersNewsletter

You and Your Money – Living Your Dream

The theme for this year's Money Matters conference was "You and Your Money – Living…
SFS
SFSMay 1, 2023
Episode 42: To Buy a CD or Not to Buy a CD 2023PodcastPower Up Wealth Podcast

Episode 42: To Buy a CD or Not to Buy a CD

Power Up Wealth podcast – To Buy a CD or Not to Buy a CD…
SFS
SFSApril 27, 2023
The Only Constant in Life is Change 2023NewsletterViewpoint

The Only Constant in Life is Change

Making good decisions and sticking with them for a long time is a recipe for…
SFS
SFSApril 24, 2023
Episode 41: Tapping Into Your Retirement Account 2023PodcastPower Up Wealth Podcast

Episode 41: Tapping Into Your Retirement Account

Power Up Wealth podcast – Tapping Into Your Retirement Account – Episode 41 transcript: Sharla…
SFS
SFSApril 21, 2023
Be Fearful When Others Are Greedy 2023NewsletterViewpoint

Be Fearful When Others Are Greedy

Making good decisions and sticking with them for a long time is a recipe for…
SFS
SFSApril 17, 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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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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