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 96: Unpacking the One Big Beautiful Bill: Simplifications and Surprises
Power Up Wealth podcast – Episode 96 – Unpacking the One Big Beautiful Bill: Simplifications and…
SFSSeptember 23, 2025
One Big Beautiful Bill
The One Big Beautiful Bill Act was signed into law on July 4, 2025. The…
SFSAugust 28, 2025
The Tide is Changing
The new presidential administration has promised big changes. Various policies are already making waves. Though…
SFSMarch 4, 2025
Episode 75: Triple Tax Benefit
Power Up Wealth podcast – Triple Tax Benefit – Episode 75 transcript: James Derrick 0:00Health…
SFSSeptember 30, 2024
Episode 71: The Final Countdown
Power Up Wealth podcast – The Final Countdown – Episode 71 transcript: James Derrick 0:00…
SFSJuly 25, 2024
Getting a “Triple Tax” Benefit
Health Savings Accounts (HSAs) are used to pay for medical expenses not covered by a…
SFSJune 18, 2024
The Final Countdown
The clock is ticking down to December 31, 2025. We have less than two years…
SFSApril 19, 2024