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...
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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...
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.
Preventing identity theft is essential for your financial security. Today, we’re going to talk about how to protect and prevent identity theft, and we’ll even discuss what to do if the worst should happen. I’m James Derrick, and Shane Thomas will join me today.
Finally, there is a way to add years to your life. I’m James Derrick from Smedley Financial, and today, we will explore how an optimistic outlook can add to your life. We’ll be speaking with our expert and guest, Sharla Jessop.
Ready or not, life’s events happen when we least expect them. I’m James Derrick. Today, we will explore navigating life’s unexpected transitions with our expert and guest, Parker Thompson.
The world around us is ever-changing. How can anyone keep up? I’m Sharla Jessop, President of Smedley Financial, and today, my friend and colleague, James Derrick, will shed some light on where we should focus.
Do your investment habits match the seven habits of highly effective investors? I’m James Derrick, and today we will explore a list, and it’s not your typical list of what it takes to be a successful investor with our expert and guest, Jordan Hadfield.
Each week brings news of another data breach of our personal information. I’m James Derrick, Chief Investment Strategist at Smedley Financial Services. Shane Thomas will join me today to discuss everything you can do to protect your data and privacy.
We’ve often heard if you watch out for your pennies, the dollars will take care of themselves. I’m Sharla Jessop, President of Smedley Financial. My guest today, Parker Thompson, will share ideas on how to make those pennies count.
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...
