Getting a “Triple Tax” Benefit
Health Savings Accounts (HSAs) are used to pay for medical expenses not covered by a…
SFSJune 18, 2024
Episode 64: 7 Money Resolutions
Power Up Wealth podcast – 7 Money Resolutions – Episode 64 transcript: Sharla Jessop 0:00New…
SFSApril 9, 2024
The Shortsighted Investor
Steven is shortsighted. He’s been that way his whole life. Steven mostly spends what he…
SFSDecember 8, 2023
Stepping Off the Edge Into Retirement
A lifetime of work culminating with a single trigger – or so it seems. Even…
SFSDecember 8, 2023
Guessing Your Way Through Retirement
Few financial planning areas carry as much weight as retirement planning. Setting yourself up for…
SFSOctober 6, 2023
Am I Going To Be Okay? (Part 2)
In this series, we are exploring the financial risks retirees must navigate. In Part 1,…
SFSOctober 6, 2023
Episode 50: Global Reserve Currency Part 2
Power Up Wealth podcast – Global Reserve Currency Part 2 – Episode 50 transcript: James…
SFSSeptember 15, 2023
Am I Going To Be Okay? (Part 1)
One of the most common questions I get asked by retirees is, “Am I going…
SFSAugust 8, 2023
The Future of Retirement
The world’s population is getting old, really old. In the United States, about 10,000 people…
SFSAugust 8, 2023
Is the Bank the Safest Place?
At times, I have had clients tell me they keep so much money in the…
SFSMay 31, 2023