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
Managing a Mountain of Risk
Going up the mountain, a climber has a good perspective of where to place each…
SFSMay 31, 2023
You and Your Money – Living Your Dream
The theme for this year's Money Matters conference was "You and Your Money – Living…
SFSMay 1, 2023
Episode 41: Tapping Into Your Retirement Account
Power Up Wealth podcast – Tapping Into Your Retirement Account – Episode 41 transcript: Sharla…
SFSApril 21, 2023
Episode 39: SECURE Act 2.0 Part 2
Power Up Wealth podcast – SECURE Act 2.0 Part 2 – Episode 39 transcript: Sharla…
SFSApril 5, 2023
To Buy a CD, or Not to Buy a CD
Due to the Federal Reserve increasing the federal funds rate, several fixed-rate investment options have…
SFSMarch 31, 2023