Dow 100,000: Crazy Talk or the Next Inevitable Milestone? — Mikal Aune
In February 2026, the Dow Jones Industrial Average crossed 50,000 for the first time in…
SFSApril 30, 2026
Healthy, Wealthy, & Happy! — Roger Smedley
Mahsa Tehrani, MD, a board-certified rheumatologist, said, “The number one predictor of whether or not…
SFSMarch 2, 2026
Episode 105: The Best is Yet to Come: Navigating Financial Storms
Power Up Wealth podcast – Episode 105 – The Best is Yet to Come: Navigating…
SFSFebruary 23, 2026
Episode 104: The Oracle’s Farewell: Lessons From Warren Buffett
Power Up Wealth podcast – Episode 104 – The Oracle's Farewell: Lessons From Warren Buffett…
SFSFebruary 9, 2026
Episode 103: Stop Procrastinating with Your Money
Power Up Wealth podcast – Episode 103 – Stop Procrastinating with Your Money James Derrick…
SFSJanuary 29, 2026
From Inheritance to Stewardship: Redefining Family Wealth — Mikal Aune
When passing on wealth to the next generation, families often get stuck on the numbers:…
SFSJanuary 2, 2026
Stop Procrastinating: 3 Financial Moves to Make Now — Jordan Hadfield
If there were a pill to cure procrastination, how many of us would wait and…
SFSNovember 1, 2025
Give Money with Meaning: The Legacy of Charity
It may seem counterintuitive to tell people that preserving wealth across generations requires teaching heirs…
SFSAugust 28, 2025
Neglect Nothing — Roger Smedley
It is with heartfelt gratitude that we thank Sharla Jessop for over 31 years of…
SFSAugust 28, 2025
Navigate Life’s Unexpected Transitions – Part 3
When the unexpected happens, like death, divorce, or incapacity, having things in order is a…
SFSApril 25, 2025