Raising Financially Savvy Heirs
More than once, I’ve heard parents express hesitation about discussing their finances with their adult…
SFSJune 26, 2025
Episode 92: Savings Accounts Don’t Make Cents
Power Up Wealth podcast – Episode 92 – Savings Accounts Don't Make Cents James Derrick 0:00Yields…
SFSJune 3, 2025
Episode 91: The Tide is Changing
Power Up Wealth podcast – Episode 91 – The Tide is Changing Sharla Jessop 0:00It seems…
SFSMay 6, 2025
Looking From Dollars to Days
Money is important. It provides opportunity, security, and freedom. In my career, we spend a…
SFSApril 25, 2025
A Window of Opportunity
Many people adopt a set-it-and-forget-it mindset when it comes to retirement savings. In most cases,…
SFSApril 25, 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
Episode 90: Anchoring Investment Goals
Power Up Wealth podcast – Episode 90 – Anchoring Investment Goals James Derrick 0:00Breaking news with…
SFSApril 22, 2025
Episode 89: The Power of a 7th-Generation Mentality
Power Up Wealth podcast – Episode 89 – The Power of a 7th-Generation Mentality James Derrick…
SFSApril 8, 2025
Episode 88: Understanding Identity Theft – Prevent and Protect
Power Up Wealth podcast – Episode 88 – Understanding Identity Theft - Prevent and Protect James…
SFSMarch 25, 2025
Episode 87: How a Positive Outlook Can Add to Your Life
Power Up Wealth podcast – Episode 87 – How a Positive Outlook Can Add to Your…
SFSMarch 12, 2025