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3 Ways to Have a Better Conversation 2016Money Moxie

3 Ways to Have a Better Conversation

We have all received advice on becoming better communicators: look people in the eye, nod,…
SFS
SFSJuly 14, 2016
Election Year Update on Markets 2016Money MoxieNewsletter

Election Year Update on Markets

The bull market is seven years old. Global growth is anemic and corporate profits are…
SFS
SFSJuly 6, 2016
Control is the Operative Word! 2016Executive MessageMoney Moxie

Control is the Operative Word!

Hello Valued Financial Partners and Friends, Being in control of your own finances is one…
SFS
SFSJune 22, 2016
Just for Women Event Recap 2016Money MoxieNewsletter

Just for Women Event Recap

Thank you to all who came to enjoy a wonderful morning with Smedley Financial at…
SFS
SFSJune 7, 2016
How Much Money Should You Give Your Children as an Inheritance? 2016Money MoxieNewsletter

How Much Money Should You Give Your Children as an Inheritance?

“Part of the reason for believing that my wealth should be given back to society,…
SFS
SFSMay 26, 2016
Why You Should Care About The Fiduciary Standard 2016Money MoxieNewsletter

Why You Should Care About The Fiduciary Standard

There has been a great deal of media attention surrounding the Department of Labor’s (DOL)…
SFS
SFSMay 16, 2016
Aging Population 2016Money MoxieNewsletter

Aging Population

Americans are getting older. The number of its citizens over the age of 85 is…
SFS
SFSMay 5, 2016
Complacency through Success, Be Warned! 2016Executive MessageMoney MoxieNewsletter

Complacency through Success, Be Warned!

Dear Valued Financial Partners and Friends, Managing your retirement dollars is truly a two-stage process.…
SFS
SFSApril 29, 2016
When Will Stocks Go Higher? 2016Money MoxieNewsletter

When Will Stocks Go Higher?

Stocks got off to a rough start in January and February as investors began to…
SFS
SFSApril 15, 2016
Free Shred Party! 2016Money MoxieNewsletter

Free Shred Party!

Free Shred Party! – April 11th through April 20th April is a good time to…
SFS
SFSApril 11, 2016
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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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