Power Up Wealth
av Smedley Financial
When Rates Rise: Retirement Planning in a New Era
Om denne podkasten
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 offered through Osaic Wealth, Inc., member FINRA/SIPC. Investment advisory services offered through Smedley Financial Services, Inc.® Osaic Wealth is separately owned, and other entities and/or marketing names, products, or services referenced here are independent of Osaic Wealth. 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.
Episoder
De 20 nyeste av 119 episoder
- When Rates Rise: Retirement Planning in a New Era · 14 min · Sesong 1 Episode 125James and Amy dig into the practical implications of higher interest rates for investors, retirees, and homebuyers. Listeners learn how higher yields offer safer options for…
- Downside Advantage: How Falling Company Stock Can Help You · 14 min · Sesong 1 Episode 124This episode walks through practical strategies for employees holding company stock—whether inside a 401(k), taxable account, RSUs, or stock options. Mikal Aune and James Derrick…
- From Gas Pumps to Groceries: How Inflation Hits Your Wallet · 18 min · Sesong 1 Episode 123This episode tackles the common demand for lower interest rates and explains why bringing inflation down should be the priority. James Derrick, a 26-year money manager and CFA…
- Shrinkflation to Savings: How Inflation Is Stealing Your Dollars · 12 min · Sesong 1 Episode 122Inflation is no longer just a headline — it’s hitting our grocery carts and shrinking what you can buy. Parker Thompson explains how everyday items like bananas and eggs reveal a…
- What the Will Doesn't Say: The Executor's Hidden To-Do List · 19 min · Sesong 1 Episode 121Many people assume that having a will or trust means the estate plan is finished — but legal documents are only the start. This episode with Jordan Hadfield explains how…
- Pump Price Politics: What Oil Says About the Next Market Move · 12 min · Sesong 1 Episode 120Mikal Aune and James Derrick unpack the mechanics behind oil’s predictive value for inflation and interest rates. They compare today’s situation with 2008, noting that while gas…
- From 50K to 100K: Is the Dow’s Next Giant Leap Real? · 10 min · Sesong 1 Episode 119In this episode, James Derrick and Mikal Aune unpack the Dow’s recent climb to 50,000 and whether 100,000 is a realistic next stop. Drawing on experience from the 2000 tech…
- Refunds, Bonuses, and Better Decisions: Turn Windfalls into Wealth · 10 min · Sesong 1 Episode 118Amy Hansen and James Derrick walk listeners through how to treat one-time windfalls—like tax refunds or work bonuses—with intention. They caution against letting the government…
- The Pink Steering Wheel: When a Roth Conversion Isn't Your Ride · 13 min · Episode 117In this episode, James Derrick and Jordan Hadfield use a funny grocery-store mixup—the pink steering wheel—to illustrate a serious point about Roth conversions: the tool is…
- Preventing Financial Turmoil for Surviving Spouses · 15 min · Sesong 1 Episode 116This episode of the Power Power Up Wealth podcast features Parker Thompson, a certified financial planning expert, with host James Derrick discussing the immense $54 trillion…
- The Rise of Women's Wealth: A Financial Revolution · 7 min · Sesong 1 Episode 115In this episode of the Power Up Wealth Podcast with James Derrick and Amy Hansen, the discussion revolves around the increasing influence of women in financial markets. Women now…
- Direct Indexing: Tax Efficiency for the Modern Investor · 13 min · Sesong 1 Episode 114James Derrick and Mikal Aune delve into the growing popularity of direct indexing in this podcast episode that outlines its benefits for investors with sizable non-retirement…
- Will Housing Slow the Economy? · 14 min · Sesong 1 Episode 113This podcast episode explores the current state of the housing market, highlighting a 9% decline in home sales and the resulting pressure on policymakers. James Derrick…
- Good Debt, Bad Debt: Know the Difference · 12 min · Sesong 1 Episode 112Join James Derrick and Parker Thompson as they unravel the complexities of debt in this informative podcast episode. The duo breaks down various types of debt, concentrating on…
- Navigating Your 20s to 60s: Timeless Financial Advice · 12 min · Sesong 1 Episode 111This podcast episode features James Derrick and financial expert Amy Hansen discussing financial strategies tailored to each decade of life, from your 20s to your 60s and beyond…
- Unlocking Generational Wealth: Beyond Money · 13 min · Sesong 1 Episode 110In this insightful podcast episode, James Derrick and Mikal Aune discuss the challenges families face in maintaining their wealth over generations. Unfortunately, 90% of family…
- Skydiving into Financial Freedom: Knowing Your Retirement Number · 15 min · Sesong 1 Episode 109In this lively podcast episode, skydiving enthusiast and Vice President at Smedley Financial, Jordan Hadfield, shares insightful parallels between skydiving and financial…
- From Tulips to AI: The Cyclical Nature of Market Bubbles · 15 min · Sesong 1 Episode 108In a discussion on the SFS Power Up Wealth podcast, James Derrick and Jordan Hadfield explore the phenomenon of market bubbles, with a specific focus on the emerging AI bubble…
- AI and Financial Planning: Navigating the Future of Financial Planning · 20 min · Sesong 1 Episode 107In this episode of the SFS PowerUp Wealth podcast, James Derrick, Parker Thompson, and Jordan Hadfield dive into the growing influence of AI in financial management. The…
- Kickstart Your Financial Fitness Journey · 10 min · Sesong 1 Episode 106In this episode of the SFS Power Up wealth podcast, James Derrick and Shane Thomas discuss the importance of a financial wellness checkup as we step into the new year. They…
