Power Up Wealth-logo

Power Up Wealth

Business & Economics Podcasts

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, 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.

Location:

United States

Description:

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, 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.

Twitter:

@SmedleyFin

Language:

English

Contact:

801-355-8888


Episodes
Ask host to enable sharing for playback control

Watching Inflation

4/30/2024
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.

Duration:00:13:26

Ask host to enable sharing for playback control

7 Money Resolutions

4/9/2024
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.

Duration:00:14:49

Ask host to enable sharing for playback control

Happy New Year 2024

3/29/2024
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.

Duration:00:13:07

Ask host to enable sharing for playback control

The Shortsighted Investor

3/22/2024
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.

Duration:00:17:07

Ask host to enable sharing for playback control

The Paradox of Wealth

3/8/2024
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.

Duration:00:15:49

Ask host to enable sharing for playback control

How Do You Measure Financial Success?

2/26/2024
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.

Duration:00:12:27

Ask host to enable sharing for playback control

Stepping Off the Edge Into Retirement

2/8/2024
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.

Duration:00:12:34

Ask host to enable sharing for playback control

Guessing Your Way Through Retirement

1/30/2024
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.

Duration:00:13:47

Ask host to enable sharing for playback control

5 Acts of the Economic Play

1/12/2024
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.

Duration:00:17:32

Ask host to enable sharing for playback control

Setting Up Children for Financial Success

1/4/2024
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.

Duration:00:10:17

Ask host to enable sharing for playback control

Economic Cycles Can Teach Us A Lot About the Future

12/4/2023
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.

Duration:00:14:55

Ask host to enable sharing for playback control

Global Reserve Currency Part 3

11/21/2023
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.

Duration:00:27:42

Ask host to enable sharing for playback control

Am I going to be okay? Part 2

11/8/2023
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.

Duration:00:14:12

Ask host to enable sharing for playback control

Am I going to be okay? Part 1

10/20/2023
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.

Duration:00:12:39

Ask host to enable sharing for playback control

Is Your Retirement Account a Tax Bomb?

9/28/2023
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.

Duration:00:18:15

Ask host to enable sharing for playback control

Global Reserve Currency Part 2

9/15/2023
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.

Duration:00:17:09

Ask host to enable sharing for playback control

Global Reserve Currency Part 1

8/18/2023
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.

Duration:00:17:22

Ask host to enable sharing for playback control

A Brief History of the US Dollar

8/2/2023
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.

Duration:00:11:34

Ask host to enable sharing for playback control

Managing a Mountain of Risk

7/17/2023
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.

Duration:00:13:45

Ask host to enable sharing for playback control

Is the Bank the Safest Place?

7/7/2023
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.

Duration:00:21:15