Welcome to part 4 of our 7-part series, where we’re diving into the 7 principles of Powerhouse Financial Advisors!
In today’s episode, we’re diving into what it really means to choose the right investments for your goals. We’re going beyond the basics of ‘target-date funds’ and talking about how to customize your portfolio for your unique situation.
Tune in as Steve walks through the potential downsides of relying on default investment options, and why aligning your portfolio with your specific financial situation and risk tolerance can make all the difference in reaching the retirement you’ve dreamed about. Ready to put your money where your goals are? Let’s get started!
Here’s some of what we discuss in this episode:
0:00 – Intro
1:58 – Why many default to target-date funds
3:20 – Downsides of target-date funds
6:12 – Aligning investments with your goals
11:01 – A first step to evaluate your investments
Resources
Get your copy of Power Up Your 401K: https://keap.page/ngt919/toolkit.html
Follow along on YouTube: https://www.youtube.com/channel/UCEE5ZkDedYTsKzkh2UxQ9Sg
Book your 401(k) Onboarding Meeting with Steve: https://calendly.com/steven-powerhouse-advisor/401-k-retirement-meeting-1-hour-clone?month=2024-12
Other ways to get in touch:
Phone: (775) 266-8867
Our website: https://powerhousefinancialadvisors.com/
LinkedIn: https://www.linkedin.com/company/powerhouse-financial-advisors/
Facebook: https://www.facebook.com/PowerhouseFinancialAdvisors
