Episode 117: The Pink Steering Wheel: When a Roth Conversion Isn’t Your Ride
Power Up Wealth podcast – Episode 117 – The Pink Steering Wheel: When a Roth…
SFSJuly 21, 2026
Episode 116: Preventing Financial Turmoil for Surviving Spouses
Power Up Wealth podcast – Episode 116 – Preventing Financial Turmoil for Surviving Spouses James…
SFSJuly 7, 2026
From Bananas to Bank Accounts: How Inflation Erodes Your Money — Parker Thompson
“Life is expensive” and “Everything costs more than it did last year” are phrases you’re…
SFSJune 30, 2026
Episode 115: The Rise of Women’s Wealth: A Financial Revolution
Power Up Wealth podcast – Episode 115 – The Rise of Women's Wealth: A Financial…
SFSJune 23, 2026
Episode 114: Direct Indexing – Tax Efficiency for the Modern Investor
Power Up Wealth podcast – Episode 114 – Direct Indexing: Tax Efficiency for the Modern…
SFSJune 9, 2026
Smart Summer Travel Tips — Shane Thomas
Summer is the season for making memories. Whether you are planning a girls’ getaway, a…
SFSJune 1, 2026
Episode 113: Will Housing Slow the Economy?
Power Up Wealth podcast – Episode 113 – Will Housing Slow the Economy? Jordan Hadfield…
SFSMay 27, 2026
Episode 112: Good Debt, Bad Debt: Know the Difference
Power Up Wealth podcast – Episode 112 – Good Debt, Bad Debt: Know the Difference…
SFSMay 12, 2026
The Pink Wheel of Roth Conversions — Jordan Hadfield
Recently, my children asked if I would buy them orange sorbet. At that moment, orange…
SFSApril 30, 2026
The Great Widow Transfer — Parker Thompson
If you have not yet heard of the “Great Wealth Transfer,” you likely will soon.…
SFSApril 30, 2026