Power Up Wealth

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.

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.