Power Up Wealth: Recent Episodes
Smedley Financial
Welcome to the Power Up Wealth podcast where we provide impactful insight and expert opinions on timeless financial principles and timely investment topics--preparing you to make smarter decisions with your money. Reach out to us at smedleyfinancial.com for additional information and all disclosures. The views expressed are Smedley Financials and should not be construed directly or indirectly, as an offer to buy or sell any securities or services mentioned herein. Investing is subject to risks including loss of principal invested. Past performance is not a guarantee of future results. No strategy can assure a profit nor protect against loss. Please note that individual situations can vary. Therefore, the information should only be relied upon when coordinated with individual professional advice. Securities are offered through Securities America. Inc., Member FlNRA/SIPC. Roger M. Smedley, Sharla J. Jessop, James R. Derrick, Shane P. Thomas, Mikal B. Aune, Jordan R. Hadfield, Lorayne B. Taylor, Registered Representatives. Investment Advisor Representatives of Smedley Financial Services, Inc.®. Advisory services offered through Smedley Financial Services, Inc.® Smedley Financial Services, Inc.®, and Securities America, Inc. are separate entities. Smedley Financial is located at 102 S 200 E Ste 100 in Salt Lake City, UT 84111. Call us today at 800-748-4788. You can also find us on the web at Smedleyfinancial.com, Facebook, Instagram, Twitter, and LinkedIn.
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.
You’ve just found out your company is downsizing, and you’re being laid off. Now what? This is a common scenario in the current economic landscape. I’m Sharla Jessop. Today my guest and colleague, Mikal Aune, will talk about the opportunities and consequences of tapping into your retirement accounts.
Your retirement income can be impacted by so many factors it’s hard to keep track of them all. I’m Sharla Jessop, President of Smedley Financial Services. Today, my friend and colleague Parker Thompson will explain the complexities of income planning in retirement and how to prepare for some of the challenges.
How will you take advantage of the SECURE Act 2.0? I’m Sharla Jessop, President of
Smedley Financial Services. Today Jordan Hadfield, my friend and colleague,
will continue part 2 of the SECURE Act 2.0.
How will you take advantage of the SECURE Act 2.0? I’m Sharla Jessop, President of Smedley Financial Services. Today we will talk about the latest tax law changes and what they mean to you with my friend and colleague, Jordan Hadfield.
Is inflation finally leveling off? If so, what’s next? I’m Sharla Jessop, President of Smedley Financial. Today my friend and colleague James Derrick will share his thoughts on what we might expect over the next year.
In the final days of 2022, the U.S. government passed the
SECURE Act 2.0. There have been a lot of mixed reviews, but overall there is an incredible amount of flexibility that comes to all of us because of this new law. I’m James Derrick, and today we’re going to talk about SECURE Act 2.0. I have Sharla Jessop, President of Smedley Financial Services, here with me to discuss
it.
Social Security benefits are about to rise at a historic rate. I am James Derrick, and joining me today is our President Sharla Jessop.
Everyone likes to save money. This is especially true for seniors when it comes to taxes. I’m Sharla Jessop, and today we will dive deeper into a valuable tax planning strategy with my friend and colleague, Jordan Hadfield.
Americans are coming off a cash high. Through the pandemic, they received stimulus money and socked a good portion away. But times are changing. I’m Sharla Jessop, and today my guest and long-time colleague, James Derrick, will discuss how Americans are doing.
Inflation is at 40-year highs, and it has a massive impact on everyone, especially retired Americans. I’m James Derrick, and today my guest is Sharla Jessop. She’s going to teach us about the impact of inflation on Social Security benefits and retirees.
Timing the Market and Time in the Market are completely different, one can lead to unexpected consequences. I’m Sharla Jessop, today Parker Thompson will explain the differences and which one can help investors find success.
Tax-Loss harvesting is one way to make lemonade out of lemons. I’m Sharla Jessop, and today my guest and colleague Mikal Aune will explain the benefits of this valuable tax planning strategy.
Inflation is hitting everyone from all directions. I’m Sharla Jessop, today my guest Parker Thompson will share ideas to help inflation-proof your spending habits.
Some parts of the economic cycle can be extremely painful – financially speaking. I’m Sharla Jessop, today my guest colleague James Derrick will share his insight on what we might expect from the next stage of the economic cycle.
Ever wondered how your financial acumen stacks up? I’m Sharla Jessop, President of Smedley Financial Services, today my friend and colleague Lori Taylor will discuss the nuts and bolts of financial literacy and how it impacts our daily lives.
Preparing for retirement is best accomplished with strategic planning. I’m Sharla Jessop, today my friend and colleague, Jordan Hadfield, will explain some of the factors that must be considered when creating a plan and how preparing for retirement can be compared to a game of chess.
Preparing for the unexpected can help you build a secure financial foundation. I’m Shane Thomas, guest host of the Power Up Wealth podcast. Today, Sharla Jessop will provide tips to weather financial storms.
Inflation numbers are out, and the bottom line is startling. I'm Sharla Jessop. And today my guest and colleague James Derrick will dive into the numbers and what we can expect looking forward.
Many compare the economy to riding on a rollercoaster – a continuous circle of ups and downs. The market and the economy work in cycles. Knowing more about these cycles can help you deal with the ups and downs we are experiencing. I’m Sharla Jessop. Today, my guest and colleague Lori Taylor will dive into the stages of the economic cycle.
Holding company stock in your 401k may create some advantages. I’m Sharla Jessop. Today, my friend and colleague, Mikal Aune, will share a little know strategy with some big advantages.
Recessions and bear markets can be emotionally trying. The way we react can be vital to our financial success. I’m Sharla Jessop. Today, my guest and colleague, Jordan Hadfield, will provide winning reactions to recessions and bear markets.
The market has experienced a rollercoaster trend this year. Just when you think it’s headed up, it begins another downward trend. Is this a good time to invest? I’m James Derrick. Today we will find out as I interview my guest, Sharla Jessop.
Today’s busy world has many of us picking and choosing where to focus our time. If you have a spouse or partner, you may be relying on them when it comes to financial knowledge. Today, my guest and colleague Lori Taylor will share ideas that can help keep everyone in the loop.
The Federal Reserve has over 400 Ph.D. Economists trying to drive the $25 Trillion U.S. economy. Find out why they may be driving blindfolded with my colleague and guest James Derrick.
Inflation has often been called the silent killer, but in 2022 that no longer seems to be the case. Today we are going to talk about inflation with our guest and expert Mikal Aune.
Who needs life insurance? How do you decide which kind to buy and how much do you pay? James Derrick talks about life insurance with our guest and expert Jordan Hadfield.
Are you going to run out of money in retirement? In today's episode, Sharla Jessop talks about the fear of outliving your money with our guest and expert Mikal Aune.
In today's episode, Sharla Jessop talks about financial skills that will help build a strong financial foundation with our guest and expert, Lori Taylor.
Americans are living longer than previous generations, but retirement ages don’t reflect this. Are Americans making massive mistakes with the crucial decision to retire? James Derrick is joined by our usual host, Sharla Jessop, to discuss what the numbers teach us, why people retire so early, and how we should really be planning our own retirement?
The stock market has a way of taking money from impatient people. I’m Sharla Jessop. Today we will explore how patient investing leads to long-term success with our guest and expert, Jordan Hadfield.
Limited supply and high demand have made Utah one of the most competitive housing markets in the country. In today's episode, Sharla Jessop talks about the crazy real estate market with her guests and experts Karyn Luke, Kimberly Peine, and Lori Taylor.
Inflation reported at 8.5% - What's next? Sharla Jessop will be discussing rising inflation and its impact on the economy with our Chief Investment Strategist James Derrick.
Have you ever wondered what happens to your digital legacy when you pass away? Sharla Jessop discusses protecting your digital legacy from extinction with our technology guru Shane Thomas.
If 2020 was known as the year of the pandemic, 2021 will be known as the year of economic recovery. Sharla Jessop will be talking with James Derrick, Chief Investment Strategist and investment expert at Smedley Financial to review what happened in 2021 and compare that with a longer-term picture of the market.
Risk comes in so many forms – some good and some bad. How can we know the difference? I’m Sharla Jessop. Today we will discuss the many faces of risk with our guest and financial planning expert Jordan Hadfield.
Inflation is on a tear and it may hit you where you least expect it. Sharla Jessop discusses the unseen threats of inflation with our guest and expert Lori Taylor.
Are we headed for a recession? Sharla Jessop discussess market risk, inflation, and what's happening with interest rates with our Chief Investment Strategist James Derrick, a longtime team member at Smedley Financial Services.
James Derrick is hosting the SFS Power Up Wealth Podcast today discussing what has become known as the Great Resignation.
His guest today will be the financial expert and guru Sharla J. Jessop.
The pandemic launched many tech stocks to unbelievable highs, but has the Goldilocks market come to an end?
Sharla Jessop discusses market volatility and long-term perspective with our expert and guest Mikal Aune.
Many people believe Social Security is doomed, but will we see the end of this program in our lifetime?
I’m Sharla Jessop. Today, we discuss the future of the Social Security program with our expert and guest Jordan Hadfield.
Sharla Jessop, President of Smedley Financial, and James Derrick, Chief Investment Strategist of Smedley Financial, introduce the Power Up Wealth podcast and the why behind it.
The podcast has been a long time in the making, and we're excited to roll it out for you. Each episode is a deep dive into various topics that are both timely and timeless with many of our own experts.