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Positional Advantage 2022Money MoxieNewsletter

Positional Advantage

I love the game of chess. For more than a millennium, the game has challenged…
SFS
SFSOctober 6, 2022
The Power of Tax-Loss Harvesting — Mikal Aune 2022Money MoxieNewsletter

The Power of Tax-Loss Harvesting — Mikal Aune

Stocks have been on a roller coaster ride this year, leaving some people wondering if…
SFS
SFSOctober 6, 2022
Market Timing vs. Time in the Market 2022Money MoxieNewsletter

Market Timing vs. Time in the Market

Tiffany, Brittney, and Sarah invested $200 a month in an S&P 500 index fund for…
SFS
SFSOctober 6, 2022
Keeping Up With Inflation 2022Money MoxieNewsletter

Keeping Up With Inflation

Social Security cost of living adjustment (COLA) for 2023 is expected to be a big…
SFS
SFSOctober 6, 2022
Economic Cycle Shows America Is Moving Forward 2022Executive MessageMoney MoxieNewsletter

Economic Cycle Shows America Is Moving Forward

“In this world, nothing is certain except death and taxes.” This famous quote from Benjamin…
SFS
SFSOctober 6, 2022
Episode 25: Having a Financial Life Raft 2022PodcastPower Up Wealth Podcast

Episode 25: Having a Financial Life Raft

Power Up Wealth podcast – Having a Financial Life Raft – Episode 25 transcript: Shane…
SFS
SFSSeptember 26, 2022
Episode 24: Sticky Inflation 2022PodcastPower Up Wealth Podcast

Episode 24: Sticky Inflation

Power Up Wealth podcast – Sticky Inflation – Episode 24 transcript: Sharla Jessop 0:00Inflation numbers…
SFS
SFSSeptember 15, 2022
Student Loan Forgiveness 2022Money MattersNewsletter

Student Loan Forgiveness

Borrowers holding federal student loan debt have been granted a huge benefit. Since the beginning…
SFS
SFSSeptember 1, 2022
Episode 22: Company Stock Down Big? 2022PodcastPower Up Wealth Podcast

Episode 22: Company Stock Down Big?

Power Up Wealth podcast – Company Stock Down Big? – Episode 22 transcript: Sharla Jessop…
SFS
SFSAugust 30, 2022
Episode 21: Winning Reactions 2022PodcastPower Up Wealth Podcast

Episode 21: Winning Reactions

Power Up Wealth podcast – Winning Reactions – Episode 21 transcript: Sharla Jessop 0:00Recessions and…
SFS
SFSAugust 16, 2022
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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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