Episode 1 Transcript:
Sharla Jessop (00:11):
Welcome to the SFS Power Up Wealth podcast, where we provide impactful insight and expert opinions on timeless financial principles and timely investment topics, preparing you to make smarter decisions with your money.
Sharla Jessop (00:34):
I’m Sharla Jessop, certified financial planner and president at Smedley Financial Services in Salt Lake City, Utah.
James Derrick (00:41):
And I’m James Derrick. I have a chartered financial analyst designation, and I’m the Chief Investment Strategist at Smedley Financial, where I’ve been for 22 years. And I’m so excited that we’re now introducing the SFS Power Up Wealth podcast. Wow! How exciting is this?
Sharla Jessop (00:55):
Very exciting!
James Derrick (00:56):
Sharla! Why don’t you tell everybody why we finally decided to do this after planning and discussing it for years?
Sharla Jessop (01:02):
Well, we do a MoneyMoxie Newsletter bimonthly available on our website or in print, and we have topics that our experts in our office tackle every issue. And we don’t really have enough space on the paper to get all the information in, you know, we’re doing a lot of research, so we thought it would be great to do a deeper dive on some of those as topics. And also in our industry, things are always changing and we have the ability to collaborate with others in our industry. We present at professional conferences on television or radio as guests. Oftentimes our own listeners might need a deeper dive into some of the topics we’re gonna cover.
James Derrick (01:36):
Absolutely the market and the world move so fast. And we have the opportunity to have these really in-depth discussions in the office. It’s one of those things I missed out on during the pandemic. I mean, by being able to come in every single day and talk about what’s going on is really, really valuable, but it doesn’t always make it onto paper in the newsletter. And so I really hope we do get to do a deep dive into these discussions. We’re gonna cover things like, uh, social security and retirement, inflation, markets, specifically the technology sector and housing. And this is just the first grouping of podcasts that we have planned. It’s gonna be very exciting for us.
Sharla Jessop (02:16):
James. We’ve been working on the Power Up Wealth podcast for a while and we are excited to deliver these timely topics on financial principles that will impact everyone’s lives. Our goal is to deliver information. Each podcast that people can take and apply to whatever’s happening in their financial life and help them increase their success. We’re looking forward to the Power Up Wealth podcast, and we hope you will too.
Shane Thomas (02:44):
Thank you for joining the SFS Power Up Wealth podcast. Smedley Financial is located at 102 South 200 East Suite 100 in Salt Lake City, Utah, 84111. Call us today at (800) 748-4788. You can also find us on the web @smedleyfinancial.com, Facebook, Instagram, Twitter, and LinkedIn.
Shane Thomas (03:10):
The views expressed are Smedley Financials and should not be construed directly or indirectly, as an offer to buy or sell any securities or services mentioned herein. Investing is subject to risks including loss of principal invested. Past performance is not a guarantee of future results. No strategy can assure a profit nor protect against loss. Please note that individual situations can vary. Therefore, the information should only be relied upon when coordinated with individual professional advice. Securities are offered through Securities America. Inc., Member FlNRA/SIPC. Roger M. Smedley, Sharla J. Jessop, James R. Derrick, Shane P. Thomas, Mikal B. Aune, Jordan R. Hadfield, Lorayne B. Taylor, Registered Representatives. Investment Advisor Representatives of Smedley Financial Services, Inc.®. Advisory services offered through Smedley Financial Services, Inc.® Smedley Financial Services, Inc.®, and Securities America, Inc. are separate entities.
