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
Episode 36: Keeping Up With Change
Power Up Wealth podcast – Keeping Up With Change – Episode 36 transcript: James Derrick…
SFSFebruary 23, 2023
Should I tap into my 401(k)?
Being laid off feels like a gut punch. As you transition, you might wonder what…
SFSFebruary 2, 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
2021: The Year of the Roth
If you haven’t considered Roth contributions or conversions before, this year might be the time…
SFSAugust 11, 2021
In Through the Backdoor
The Roth IRA is my favorite retirement savings account. It offers compelling benefits, including tax-free…
SFSMarch 31, 2021
Investment Accounts for Children
Opening an investment account for a child is a great way to give them a…
SFSJanuary 29, 2021