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
Episode 71: The Final Countdown
Power Up Wealth podcast – The Final Countdown – Episode 71 transcript: James Derrick 0:00…
SFSJuly 25, 2024
Episode 62: The Shortsighted Investor
Power Up Wealth podcast – The Shortsighted Investor – Episode 62 transcript: Sharla Jessop 0:00…
SFSMarch 22, 2024
Is Your Retirement Account a Tax Bomb?
Conventional wisdom has said to put as much away as possible into tax-deferred retirement vehicles,…
SFSAugust 8, 2023
Episode 34: Who Wants to Save on Taxes?
Power Up Wealth podcast – Who Wants to Save on Taxes? – Episode 34 transcript:…
SFSJanuary 25, 2023
Who Wants to Save on Taxes?
Only one type of person complains about paying taxes, one with a heartbeat. We all…
SFSDecember 2, 2022
Supersized Retirement Savings
If you want to supersize your retirement savings for early retirement or help you make…
SFSDecember 10, 2020
What is in a name?
When it comes to designating a beneficiary – everything! It is hard to remember how…
SFSSeptember 1, 2020
What To Do With Your 401(k), If…
1: You are still employed by the sponsor company Keep investing! The 401(k) implements an…
SFSJune 5, 2020