SECURE Act 2.0
With a new year and the passing of SECURE Act 2.0, there are many changes…
SFSFebruary 2, 2023
Episode 32: Impact of Inflation on Social Security – COLA
Power Up Wealth podcast – Impact of Inflation on Social Security – Episode 32 transcript:…
SFSDecember 30, 2022
Episode 30: The Power of Tax-Loss Harvesting
Power Up Wealth podcast – The Power of Tax-Loss Harvesting – Episode 30 transcript: Sharla…
SFSDecember 9, 2022
Episode 26: Positional Advantage
Power Up Wealth podcast – Positional Advantage – Episode 26 transcript: Sharla Jessop 0:00Preparing for…
SFSOctober 11, 2022
Positional Advantage
I love the game of chess. For more than a millennium, the game has challenged…
SFSOctober 6, 2022
Episode 20: Is Now the Best Time to Invest?
Power Up Wealth podcast – Is Now the Best Time to Invest? – Episode 20…
SFSAugust 3, 2022
Winning Reactions
First base was my position. I quit playing baseball in high school to pursue other…
SFSJuly 28, 2022
Company stock down big? — Mikal Aune
If you have company stock inside your 401(k), you may have heard of Net Unrealized…
SFSJuly 28, 2022
Episode 15: Will You Outlive Your Money?
Power Up Wealth podcast – Will You Outlive Your Money – Episode 15 transcript: Sharla…
SFSJune 8, 2022
Protect Against the Unthinkable
Several years ago, I started looking into life insurance. I wanted to know my wife…
SFSJune 7, 2022