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Farewell to the Oracle of Omaha — James Derrick 2025Money MoxieNewsletter

Farewell to the Oracle of Omaha — James Derrick

In 1969, Warren Buffett told shareholders, “Opportunities for investment…have virtually disappeared.” The market later collapsed,…
SFS
SFSNovember 1, 2025
The Best is Yet to Come! — Mikal Aune 2025Executive MessageMoney MoxieNewsletter

The Best is Yet to Come! — Mikal Aune

We live in uncertain times. Around the world, we see wars, political instability, religious violence,…
SFS
SFSNovember 1, 2025
Episode 97: Time: Your Most Valuable Currency 2025PodcastPower Up Wealth Podcast

Episode 97: Time: Your Most Valuable Currency

Power Up Wealth podcast – Episode 97 – Time: Your Most Valuable Currency James Derrick…
SFS
SFSOctober 3, 2025
AI Scams Are Getting Smarter: How to Shop Safely This Holiday Season — Shane Thomas 2025Money MattersNewsletter

AI Scams Are Getting Smarter: How to Shop Safely This Holiday Season — Shane Thomas

The holidays are the busiest shopping season of the year — and scammers know it.…
SFS
SFSOctober 1, 2025
Episode 96: Unpacking the One Big Beautiful Bill: Simplifications and Surprises 2025PodcastPower Up Wealth Podcast

Episode 96: Unpacking the One Big Beautiful Bill: Simplifications and Surprises

Power Up Wealth podcast – Episode 96 – Unpacking the One Big Beautiful Bill: Simplifications and…
SFS
SFSSeptember 23, 2025
Episode 95: Allow Us to Be Your Financial Bodyguard 2025PodcastPower Up Wealth Podcast

Episode 95: Allow Us to Be Your Financial Bodyguard

Power Up Wealth podcast – Episode 95 – Allow Us to Be Your Financial Bodyguard James…
SFS
SFSSeptember 8, 2025
One Big Beautiful Bill 2025Money MoxieNewsletter

One Big Beautiful Bill

The One Big Beautiful Bill Act was signed into law on July 4, 2025. The…
SFS
SFSAugust 28, 2025
Pull the Penny. Defend the Dollar. 2025Money MoxieNewsletter

Pull the Penny. Defend the Dollar.

Minting of the U.S. half cent began during George Washington’s presidency and ended just before…
SFS
SFSAugust 28, 2025
Navigate Life’s Unexpected Transitions – Part 5 2025Money MoxieNewsletter

Navigate Life’s Unexpected Transitions – Part 5

We’re wrapping up a series of articles about how to weather the tough transitions in…
SFS
SFSAugust 28, 2025
Give Money with Meaning: The Legacy of Charity 2025Money MoxieNewsletter

Give Money with Meaning: The Legacy of Charity

It may seem counterintuitive to tell people that preserving wealth across generations requires teaching heirs…
SFS
SFSAugust 28, 2025
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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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