Power Up Wealth

Yields on many savings accounts are up, but if you have a significant amount of money sitting in your checking account, you may need to make a change. I'm James Derrick, and today we will explore how much “cents” there is in savings with Jordan Hadfield.

It seems the new administration is making good on its promise for big changes. I'm Sharla Jessop, President of Smedley Financial. And today my guest, James Derrick, will share his perspective on how some of the changes will impact investors.

Breaking news with alarming headlines can easily divert us from our long-term ambitions. It has never been more important to anchor yourself to a set of values and goals.

Adopting a 7th-generation mentality benefits generations to come. Welcome, I'm James Derrick, and today, I will be joined by Mikal Aune to discuss the power of a 7th-generation mentality.

Preventing identity theft is essential for your financial security. Today, we're going to talk about how to protect and prevent identity theft, and we'll even discuss what to do if the worst should happen. I'm James Derrick, and Shane Thomas will join me today.

Finally, there is a way to add years to your life. I'm James Derrick from Smedley Financial, and today, we will explore how an optimistic outlook can add to your life. We'll be speaking with our expert and guest, Sharla Jessop.

Ready or not, life's events happen when we least expect them. I'm James Derrick. Today, we will explore navigating life's unexpected transitions with our expert and guest, Parker Thompson.

The world around us is ever-changing. How can anyone keep up? I'm Sharla Jessop, President of Smedley Financial, and today, my friend and colleague, James Derrick, will shed some light on where we should focus.

Do your investment habits match the seven habits of highly effective investors? I'm James Derrick, and today we will explore a list, and it's not your typical list of what it takes to be a successful investor with our expert and guest, Jordan Hadfield.

Each week brings news of another data breach of our personal information. I'm James Derrick, Chief Investment Strategist at Smedley Financial Services. Shane Thomas will join me today to discuss everything you can do to protect your data and privacy.

We've often heard if you watch out for your pennies, the dollars will take care of themselves. I'm Sharla Jessop, President of Smedley Financial. My guest today, Parker Thompson, will share ideas on how to make those pennies count. 

There has been a lot of uncertainty in the housing market. I'm Sharla Jessop, President of Smedley Financial. Today my guest and colleague, Brandi Romero, will tell us whether the housing market is on the nice or naughty list this year. 

Good or bad, money habits have an impact on marital bliss. I'm Sharla Jessop, President of Smedley Financial Services. Today, my guest and colleague, Parker Thompson, will share four healthy money habits for couples. 

What is an estate plan, and what are the top five mistakes people make with them? I'm Mikal Aune, and today, we will discuss estate plans with our expert and guest, Nathan Croxford.

Living in the information age means we are often receiving negative information from several sources.I'm Sharla Jessop, President of Smedley Financial Services. Today, my guest and colleague, Jordan Hadfield, will explain how this negative information can affect our investment outlook.

Investing during election years can be stressful. I'm Sharla Jessop, President of Smedley Financial. Today, my guest and colleague James Derrick will shed some light on election years. 

Recession or no recession, the numbers tell the story of how economic factors are impacting American households. I'm Sharla Jessop, President of Smedley Financial Services. Today, my guest and colleague, Parker Thompson will give us an update on the numbers affecting us now. 

Health Savings Accounts, or HSAs, can have a significant impact on tax savings while you work and in retirement. I'm James Derrick and today I'll be talking with expert and guest Sharla Jessop about how to get the triple tax benefit of HSAs.

Scams are not new to society, they have been going on for many, many years. There are always bad actors (crooks) trying to separate you from your money. I'm Sharla Jessop, today my guest, Shane Thomas, will explain why knowledge is a powerful defense against bad actors.

When talking about wealth, it is common for us to think of those who have an unimaginable amount of money. But wealth includes more than just money. I'm Sharla Jessop, President of Smedley Financial. Today, my guest, Mikal Aune, will explain what true wealth is.

Economic reports tell us the economy is doing well. So why do so many of us feel like we are living in a separate world? I'm Sharla Jessop, President of Smedley Financial. Today, James Derrick will shed some light on the differences between economic reports and the household finances of the average American.

The clock is ticking down, and some tax rates are likely to increase. I'm James Derrick, Chief Investment Strategist at Smedley Financial. Today I'll be joined by Sharla Jessop. We'll be talking about some of the tax cuts of recent years that are likely to expire.

It's an election year, and everyone wants to know how this will impact the market and their nest egg. I'm Sharla Jessop, President of Smedley Financial Services. Today, my guest and colleague, James Derrick, will share a new perspective on the topic.

How should we view a commodity that can be purchased at the local box store along with your vegetables and meat? Yes, I'm talking about gold bars. I'm Sharla Jessop, President of Smedley Financial Services. Today, my guest and colleague, Jordan Hadfield, will share his perspectives.

There's been a shakeup in the real estate market. What could this mean for you? I'm Sharla Jessop, President of Smedley Financial Services. Today, my guest and colleague, Parker Thompson, will share some insights on the changes in real estate transactions. 

Passing money to the next generation can be complex. Today, my guest and colleague Mikal Aune will share the challenges and opportunities of addressing wealth with your family. 

It is safe to say that everyone has heard the U.S. government is carrying a $34 trillion debt. That sounds alarming! Today, my guest and colleague, Jordan Hadfield, will explain why that might not be as concerning as you may initially think. 

When looking at the U.S. economy and inflation, you may wonder if we are moving at a regular pace or are we moving at a faster clip? Today, James Derrick will talk about inflation and how it could be compared to people movers at that airport.

New Year's resolutions can be hard to follow and all too often fizzle by March. Today, my guest and colleague, Parker Thompson, will share 7 ideas to help you set meaningful financial goals. 

I'm James Derrick. Today, I will be interviewing Sharla Jessop. She and I will take a step back from all the financial minutia to discuss setting and celebrating our personal goals and achievements. By the end of the podcast, I hope to have Sharla in the hot seat—sharing some personal goals—with all of us.

There seems to be no shortage of information or opinions regarding money, how to save, how to spend, and how to invest. How does it impact our long-term focus?  I'm Sharla Jessop, President of Smedley Financial. Today, my guest and colleague, Jordan Hadfield, will share the attributes and consequences of shortsighted investing.

We often think of family wealth as something that has been passed down from generation to generation. I'm Sharla Jessop, President of Smedley Financial. Today, my guest and wealth management colleague, Mikal Aune, will explain why that might not be the case.

Financial success is often viewed by how much money someone makes or their possessions. But are these good measurements?I'm Sharla Jessop, President of Smedley Financial. Today, my guest and colleague, James Derrick, will share a different perspective on measuring wealth.

Stepping into retirement can feel like you are stepping off the ledge. How do you know if you are ready? I'm James Derrick. Today, my guest and colleague, Sharla Jessop, will share how to be ready for the three stages of retirement.

Retirement is a goal we all work towards. So why are so many people guessing their way through retirement? I'm Sharla Jessop, President of Smedley Financial Services. Today, my guest and colleague Mikal Aune will share some insights on why we might fall short.

Just like the acts of a play, the economic cycle has a structure. I'm Sharla Jessop, President of Smedley Financial. Today, my guest and colleague, James Derrick, will tell us who the actors are, and which Act we are watching now.

Money influences everyone, not just adults. I'm James Derrick, the Chief Investment Strategist at Smedley Financial Services, and today, I'll be joined by Sharla Jessop, President of Smedley Financial, to talk about how parents can prepare their children for financial success.

The global economy is everchanging. How can we prepare for the future, and what can we learn from the past? I'm Sharla Jessop, President of Smedley Financial. Today, my friend and colleague, James Derrick, will share his insights on lessons learned. 

Welcome back to the SFS Power Up Wealth Podcast. I'm James Derrick. Today, we dive back into our 3rd and final discussion on the U.S. dollar as the world's reserve currency.

If you are getting ready to retire, you may wonder, “Am I going to be okay – will my money last?” I'm Sharla Jessop, and today my guest and colleague, Parker Thompson, will discuss some of the concerns facing today's retirees.

If you are getting ready to retire, you may wonder, “Am I going to be okay – will my money last?” I'm Sharla Jessop, and today, my guest and colleague, Parker Thompson, will discuss some of the concerns facing today's retirees. 

Have you unexpectedly created a tax time bomb? If you have a large balance in your 401k or IRA, you may be doing just that. I'm Sharla Jessop, and today my guest and colleague, Mikal Aune, will share ways to defuse a tax time bomb.

The U.S. dollar dominates global trade and brings Americans all kinds of benefits. How did we get here, and are there any lessons in the past from those who lost it? I am James Derrick, Chief Investment Strategist at Smedley Financial Services. Today, my guest, Jordan Hadfield, will help us understand what it means to have the U.S. dollar as the world currency, how we got here, and why it is at risk.

The U.S. dollar dominates global trade and brings Americans all kinds of benefits. When will we lose this financial advantage? I am James Derrick, Chief Investment Strategist at Smedley Financial Services. Today, my guest, Jordan Hadfield, will help us understand what it means to have the U.S. dollar as the world currency, how we got here, and why it is at risk.

History shows confidence in the U.S. Dollar has waxed and waned over the years. I'm Sharla Jessop, President of Smedley Financial Services. Today, James Derrick will share what history has revealed about the relevance of the dollar. 

Risk is different for those saving for retirement versus for those in retirement. I'm James Derrick, the Chief Investment Strategist at Smedley Financial Services, and today I'll be joined by Sharla Jessop, President of Smedley Financial, to talk about the risks and volatility and how it impacts workers and retirees differently.

Fraudsters and bad players have become very adept at getting trusting people to turn over the keys to the bank. I'm Sharla Jessop, President of Smedley Financial Services. Today my guests and colleagues, Mikal Aune and Shane Thomas, will explain just how easily and quickly this can happen.

What is happening to the savings habits in the U.S.? I'm Sharla Jessop, President of Smedley Financial, today my guest Parker Thompson will talk about the concerning trend in household savings.

Interest rates have been significantly increasing over the last six months. I'm Sharla Jessop, President of Smedley Financial Services and today my guest and colleague, Mikal Aune, will tell us how savers are finally being rewarded.

In a world of change, some themes can mirror the past. I'm Sharla Jessop, President of Smedley Financial. Today my guest and colleague, James Derrick, will share some lessons from past bear markets.

Interest rates for Certificate Accounts have been increasing. Which has many people wonder if this is a good time to lock in the rates. I'm Sharla Jessop, President of Smedley Financial and today we will discuss when to buy or not to buy a CD with my guest and colleague, Jordan Hadfield.