Power Up Wealth
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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.
102 Episodes
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In 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. The episode delves into how bubbles, although often risky and unstable, can drive rapid innovation and progress. Both James and Jordan provide historical examples, like the tulip mania and the Internet bubble, to explain the cyclical nature of such economic events. They highlight the importance of managing investments ...
In 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 discussion explores whether AI poses a threat to jobs in finance, drawing parallels with previous technological disruptions like the internet. While AI can optimize data and offer general advice, the human element in financial advising remains invaluable, particularly for managing unexpected events and emotional nuances. The ...
In 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 emphasize the significance of assessing your financial health by looking at savings, debt management, and retirement planning. The dialogue underscores the value of goal setting and communication, urging listeners to make everyone aware of financial plans, especially in emergencies. Shane also touches on the need for emerg...
In this episode of the SFS Power Up Wealth Podcast, James Derrick and Mikal Aune discuss the challenges of financial planning during times of global chaos and economic uncertainty. They explore how negative news and fear can paralyze decision-making and offer strategies for focusing on personal values and goals. Mikal, an optimist by nature, emphasizes the importance of staying invested and viewing market volatility as an opportunity for growth, especially using dollar-cost averaging. The con...
In this episode of the SFS Power Up wealth podcast, host Mikal Aune explores the timeless wisdom of Warren Buffett, often referred to as the Oracle of Omaha. President of Smedley Financial Services, James Derrick, joins to discuss Buffett's disciplined investment strategies amidst market unpredictability. They highlight significant moments in Buffett's career, such as his prudent market assessments in 1969, 1987 and 2008. Essential lessons include remaining disciplined, patient, and maintaini...
We all put off financial tasks we know we should handle—but waiting can quietly increase risk. On this episode of the SFS Power Up Wealth Podcast, James Derrick and Jordan Hadfield break down three financial moves you should be making right now: • 📝 Estate Planning – Wills, powers of attorney, and trusts aren’t just for later in life. Some planning should start as early as age 18. • 💰 Retirement Savings – The new rule of thumb? Aim for 15%. Time in the market matters more than waiting for the...
On this episode of the Power Up Wealth podcast, James Derrick sits down with Brandi Romero to share practical steps to protect your personal information and clean up your inbox. They discuss why it only takes one click to cause major damage, how decluttering your email helps you spot threats faster, and the biggest red flags to watch for—urgency, odd language, suspicious links, and sender addresses that don’t match. Their top advice: slow down, hover before you click, never trust links you we...
In this cautionary podcast episode, Parker Thompson, a private wealth manager, shares a distressing story of a client who fell victim to an elaborate online romance scam. After losing his wife, 'Bill' was targeted by 'Melinda,' who exploited his loneliness and financial security. Over months, she convinced him to invest in a fraudulent cryptocurrency scheme, draining his savings, and maxing out loans. Only after a financial advisor intervened, was the true nature of the scam revealed. Key red...
The demise of the penny has hidden implications for your wallet. I’m Mikal Aune, Executive Vice President of Smedley Financial. Today, we will be talking with our President, James Derrick, about the demise of the penny and the hidden impact on your wallet.
In this episode of the SFS Power Up Wealth Podcast, James Derrick and Mikal Aune discuss the surprising financial strategy of giving away wealth to preserve and grow it. Mikal highlights the transformative power of giving, emphasizing that teaching heirs to donate money and time can instill a deeper understanding of money's potential for good. By shifting focus from personal gain to community impact, individuals often rethink their relationship with money and its role. Mikal also discusses ho...
In this podcast episode, James Derrick and Parker Thompson discuss how to prepare for unexpected life events such as death, disability, or divorce, which can significantly alter one's financial landscape. Parker emphasizes the importance of having essential documents like wills, trusts, and medical directives ready and accessible. They also highlight the often-overlooked area of digital assets, stressing the necessity of keeping track of online accounts and passwords securely. Parker recommen...
In this episode of the Power Up Wealth Podcast, financial expert Jordan Hadfield shifts the conversation from typical monetary subjects to the invaluable nature of time. He explores how, at the age of 40, he's come to recognize the fleeting nature of time, particularly with aging parents and growing children. Jordan emphasizes the importance of prioritizing time with loved ones over work, valuing moments that create lasting memories. By understanding time as a currency and spending it wisely,...
The 'One Big Beautiful Bill' passed on July 4, 2025, brings nuanced changes to tax policy. Major takeaways include the indefinite continuation of tax cuts from 2017 and slight increases to the standard deduction, now indexed to inflation. Among the bill's varied effects, the SALT deduction cap rises to $40,000, mainly benefiting itemizers. Social Security taxes remain unchanged, but a new temporary senior bonus deduction offers slight relief. While businesses gain from returning depreciation ...
The threat of cyber-attacks, scams, and just simply being taken advantage of continues to be a major concern. Welcome, I’m James Derrick, and today, I will be joined by Mikal Aune to discuss allowing your financial advisor to be your financial bodyguard.
Expect the unexpected. I’m James Derrick. Today, we will explore specific actions you can take with our expert, Parker Thompson, to prepare for any unexpected transitions coming in your life.
Thank you for joining me today. I’m James Derrick, President of Smedley Financial Services. Joining me today will be Sharla Jessop. After helping so many of you prepare and transition into retirement, we have the honor of celebrating Sharla’s career with one final interview.
Yields on many savings accounts are up, but if you have a significant amount of money sitting in your checking account, you may need to make a change. I’m James Derrick, and today we will explore how much “cents” there is in savings with Jordan Hadfield.
It seems the new administration is making good on its promise for big changes. I’m Sharla Jessop, President of Smedley Financial. And today my guest, James Derrick, will share his perspective on how some of the changes will impact investors.
Breaking news with alarming headlines can easily divert us from our long-term ambitions. It has never been more important to anchor yourself to a set of values and goals.
Adopting a 7th-generation mentality benefits generations to come. Welcome, I’m James Derrick, and today, I will be joined by Mikal Aune to discuss the power of a 7th-generation mentality.
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