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Healthy, Wealthy, & Happy! — Roger Smedley 2026Executive MessageMoney MoxieNewsletter

Healthy, Wealthy, & Happy! — Roger Smedley

Mahsa Tehrani, MD, a board-certified rheumatologist, said, “The number one predictor of whether or not…
SFS
SFSMarch 2, 2026
Episode 105: The Best is Yet to Come: Navigating Financial Storms 2026PodcastPower Up Wealth Podcast

Episode 105: The Best is Yet to Come: Navigating Financial Storms

Power Up Wealth podcast – Episode 105 – The Best is Yet to Come: Navigating…
SFS
SFSFebruary 23, 2026
Episode 104: The Oracle’s Farewell: Lessons From Warren Buffett 2026PodcastPower Up Wealth Podcast

Episode 104: The Oracle’s Farewell: Lessons From Warren Buffett

Power Up Wealth podcast – Episode 104 – The Oracle's Farewell: Lessons From Warren Buffett…
SFS
SFSFebruary 9, 2026
How to Prepare for Tax Season — Shane Thomas 2026Money MattersNewsletter

How to Prepare for Tax Season — Shane Thomas

Tax season doesn’t have to be overwhelming—but it does look a little different this year.…
SFS
SFSFebruary 1, 2026
Episode 103: Stop Procrastinating with Your Money 2026PodcastPower Up Wealth Podcast

Episode 103: Stop Procrastinating with Your Money

Power Up Wealth podcast – Episode 103 – Stop Procrastinating with Your Money James Derrick…
SFS
SFSJanuary 29, 2026
Episode 102: Clearing Out the Clutter 2026PodcastPower Up Wealth Podcast

Episode 102: Clearing Out the Clutter

Power Up Wealth podcast – Episode 102 – Clearing Out the Clutter James Derrick 0:00While…
SFS
SFSJanuary 9, 2026
Artificial Intelligence & Financial Advisors — Jordan Hadfield & Parker Thompson 2026Money MoxieNewsletter

Artificial Intelligence & Financial Advisors — Jordan Hadfield & Parker Thompson

Artificial intelligence is rapidly growing and continues to become more sophisticated and powerful. There is…
SFS
SFSJanuary 2, 2026
Financial Wellness Check-Up — Shane Thomas 2026Money MoxieNewsletter

Financial Wellness Check-Up — Shane Thomas

As we begin a new year, January is an excellent time to review and renew…
SFS
SFSJanuary 2, 2026
What’s Your Number? — Jordan Hadfield 2026Money MoxieNewsletter

What’s Your Number? — Jordan Hadfield

For many years, I worked as a professional skydiver. Taking first-time jumpers tandem, coaching newer…
SFS
SFSJanuary 2, 2026
From Tulips to Technology: How “Good Bubbles” Shape History — James Derrick 2026Executive MessageMoney MoxieNewsletter

From Tulips to Technology: How “Good Bubbles” Shape History — James Derrick

Modern financial markets are often traced back to the Dutch, who pioneered new ways to…
SFS
SFSJanuary 2, 2026
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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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