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
4 Better Ways to Spend Your Tax Refund — Amy Hansen
A tax refund can feel like free money and an excuse to splurge. And sure,…
SFSApril 30, 2026
How to Prepare for Tax Season — Shane Thomas
Tax season doesn’t have to be overwhelming—but it does look a little different this year.…
SFSFebruary 1, 2026
Episode 75: Triple Tax Benefit
Power Up Wealth podcast – Triple Tax Benefit – Episode 75 transcript: James Derrick 0:00Health…
SFSSeptember 30, 2024
Episode 51: Is Your Retirement Account a Tax Bomb?
Power Up Wealth podcast – Is Your Retirement Account a Tax Bomb?– Episode 51 transcript:…
SFSSeptember 28, 2023
Keeping Up With Change
Keeping up with tax law changes can be challenging but is critical. In the last…
SFSFebruary 2, 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
Episode 34: Who Wants to Save on Taxes?
Power Up Wealth podcast – Who Wants to Save on Taxes? – Episode 34 transcript:…
SFSJanuary 25, 2023
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
Who Wants to Save on Taxes?
Only one type of person complains about paying taxes, one with a heartbeat. We all…
SFSDecember 2, 2022