Best Smedley Financial Podcasts (2024)

1
The Final Countdown 12:23

7h ago12:23

12:23

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.By Sharla Jessop

1
Investors Like Election Years 10:04

3d ago10:04

10:04

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.

1
A Golden Investment 13:01

28d ago13:01

13:01

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.By Sharla Jessop

1
Is 6% Dead? 10:19

1M ago10:19

10:19

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.By Sharla Jessop

1
Importance of Family Meetings 20:45

2M ago20:45

20:45

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.By Sharla Jessop

1
34 Trillion in Debt! 17:07

2M ago17:07

17:07

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.By Sharla Jessop

1
Watching Inflation 13:26

3M ago13:26

13:26

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.By Sharla Jessop

1
7 Money Resolutions 14:49

4M ago14:49

14:49

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.By Sharla Jessop

1
Happy New Year 2024 13:07

4M ago13:07

13:07

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.…

1
The Shortsighted Investor 17:07

4M ago17:07

17:07

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.…

1
The Paradox of Wealth 15:49

5M ago15:49

15:49

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.By Sharla Jessop

1
How Do You Measure Financial Success? 12:27

5M ago12:27

12:27

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.By Sharla Jessop

1
Stepping Off the Edge Into Retirement 12:34

6M ago12:34

12:34

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.By James Derrick

1
Guessing Your Way Through Retirement 13:47

6M ago13:47

13:47

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.By Sharla Jessop

1
5 Acts of the Economic Play 17:32

7M ago17:32

17:32

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.By Sharla Jessop

1
Setting Up Children for Financial Success 10:17

7M ago10:17

10:17

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.By James Derrick

1
Economic Cycles Can Teach Us A Lot About the Future 14:55

8M ago14:55

14:55

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.By Sharla Jessop

1
Global Reserve Currency Part 3 27:42

8M ago27:42

27:42

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.By James Derrick

1
Am I going to be okay? Part 2 14:12

9M ago14:12

14:12

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.By Sharla Jessop

1
Am I going to be okay? Part 1 12:39

9M ago12:39

12:39

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.By Sharla Jessop

1
Is Your Retirement Account a Tax Bomb? 18:15

10M ago18:15

18:15

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.By Sharla Jessop

1
Global Reserve Currency Part 2 17:09

10M ago17:09

17:09

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 wo…

1
Global Reserve Currency Part 1 17:22

11M ago17:22

17:22

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 …

1
A Brief History of the US Dollar 11:34

12M ago11:34

11:34

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.By Sharla Jessop

1
Managing a Mountain of Risk 13:45

1y ago13:45

13:45

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.…

1
Is the Bank the Safest Place? 21:15

1y ago21:15

21:15

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.By Sharla Jessop

1
Personal Savings Bubble 13:49

1y ago13:49

13:49

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.By Sharla Jessop

1
Savers Are Finally Being Rewarded 20:19

1y ago20:19

20:19

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.By Sharla Jessop

1
Lessons From Past Bear Markets 15:51

1y ago15:51

15:51

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.By Sharla Jessop

1
To Buy a CD or Not to Buy a CD 19:58

1y ago19:58

19:58

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.By Sharla Jessop

1
Tapping Into Your Retirement Account 13:44

1+ y ago13:44

13:44

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.…

1
Magic of Lifetime Income Planning 15:53

1+ y ago15:53

15:53

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.…

1
SECURE Act 2.0 - Part 2 16:26

1+ y ago16:26

16:26

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.By Sharla Jessop

1
SECURE Act 2.0 - Part 1 16:03

1+ y ago16:03

16:03

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.By Sharla Jessop

1
Is High Inflation Over? 13:39

1+ y ago13:39

13:39

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.By Sharla Jessop

1
Keeping Up With Change 12:54

1+ y ago12:54

12:54

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 Servic…

1
Social Security in 2023 10:08

1+ y ago10:08

10:08

Social Security benefits are about to rise at a historic rate. I am James Derrick, and joining me today is our President Sharla Jessop.By James Derrick

1
Who Wants to Save on Taxes? 15:00

1+ y ago15:00

15:00

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.By Sharla Jessop

1
How are Americans Doing? 13:36

1+ y ago13:36

13:36

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.By Sharla Jessop

1
Impact of Inflation on Social Security 8:41

1+ y ago8:41

8:41

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.By James Derrick

1
Market Timing vs Time in the Market 12:53

1+ y ago12:53

12:53

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.By Sharla Jessop

1
The Power of Tax-Loss Harvesting 13:45

1+ y ago13:45

13:45

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.By Sharla Jessop

1
Inflation-Proof Spending Habits 16:54

1+ y ago16:54

16:54

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.By Sharla Jessop

1
Economic Cycle Shows America is Moving Forward 14:55

1+ y ago14:55

14:55

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.By Sharla Jessop

1
Positional Advantage 15:32

2y ago15:32

15:32

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.By Sharla Jessop

1
Having a Financial Life Raft 12:17

2y ago12:17

12:17

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.By Shane Thomas

1
Sticky Inflation 21:48

2y ago21:48

21:48

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.By Sharla Jessop

1
Company stock down big? 12:06

2y ago12:06

12:06

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.By Sharla Jessop

1
Winning Reactions 20:03

2y ago20:03

20:03

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.By Sharla Jessop

1
Is Now the Best Time to Invest? 13:35

2y ago13:35

13:35

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.By James Derrick

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