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Neglect Nothing — Roger Smedley 2025Executive MessageMoney MoxieNewsletter

Neglect Nothing — Roger Smedley

It is with heartfelt gratitude that we thank Sharla Jessop for over 31 years of…
SFS
SFSAugust 28, 2025
Episode 94: Navigating Life’s Unexpected Transitions – Part 2 2025PodcastPower Up Wealth Podcast

Episode 94: Navigating Life’s Unexpected Transitions – Part 2

Power Up Wealth podcast – Episode 94 – Navigating Life's Unexpected Transitions Part 2 James Derrick…
SFS
SFSAugust 12, 2025
Episode 93: A Farewell to Sharla Jessop 2025PodcastPower Up Wealth Podcast

Episode 93: A Farewell to Sharla Jessop

Power Up Wealth podcast – Episode 93 – A Farewell to Sharla Jessop James Derrick 0:00Thank…
SFS
SFSJuly 1, 2025
Real Guidance in a Complex Financial World — James Derrick 2025Executive MessageMoney MoxieNewsletter

Real Guidance in a Complex Financial World — James Derrick

Every day, millions of people turn to the Internet for answers to their medical concerns.…
SFS
SFSJune 26, 2025
Can You Pass This Financial Literacy Quiz? 2025Money MoxieNewsletter

Can You Pass This Financial Literacy Quiz?

If you invest $1,000 in a six-month Certificate of Deposit (CD) that pays 5% APY,…
SFS
SFSJune 26, 2025
Sharla Jessop Retires! 2025Money MoxieNewsletter

Sharla Jessop Retires!

Dear Friends,After helping so many of you prepare for and transition into retirement, it’s almost…
SFS
SFSJune 26, 2025
Navigate Life’s Unexpected Transitions – Part 4 2025Money MoxieNewsletter

Navigate Life’s Unexpected Transitions – Part 4

In this series, we’re continuing to explore how to better prepare for life’s inevitable transitions,…
SFS
SFSJune 26, 2025
Raising Financially Savvy Heirs 2025Money MoxieNewsletter

Raising Financially Savvy Heirs

More than once, I’ve heard parents express hesitation about discussing their finances with their adult…
SFS
SFSJune 26, 2025
Episode 92: Savings Accounts Don’t Make Cents 2025PodcastPower Up Wealth Podcast

Episode 92: Savings Accounts Don’t Make Cents

Power Up Wealth podcast – Episode 92 – Savings Accounts Don't Make Cents James Derrick 0:00Yields…
SFS
SFSJune 3, 2025
Money Matters Women’s Conference Recap 2025Money MattersNewsletter

Money Matters Women’s Conference Recap

Thank you to everyone who attended the 10th annual Money Matters Women’s Conference. We feel…
SFS
SFSJune 1, 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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  • 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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