Welcome to part 5 of our 7-part series, where we’re diving into the 7 principles of Powerhouse Financial Advisors!
Imagine this: your retirement portfolio is growing steadily, adjusting to market shifts, all without you lifting a finger. Sound too good to be true? Welcome to the world of managed portfolios. In this episode, Steve peels back the curtain on what “hands-off” investing really looks like, and how it can bring structure, strategy, and calm to your retirement planning.
If you’re tired of guessing, rebalancing, or reacting to every market dip, this conversation explains how a professionally managed portfolio works, what makes it different from a basic index fund, and how active strategies can provide a smoother, more personalized investment experience. Steve also breaks down the emotional value of reducing volatility and why thoughtful management helps investors stay the course.
Here’s some of what we discuss in this episode:
📈 What a managed portfolio actually is
🧠 Active vs. passive management: pros and cons
🔁 The power of regular rebalancing
🧘♂️ How to reduce emotional investing decisions
🛠️ Who should consider a hands-off approach
0:00 – Intro
0:56 – What is a managed portfolio, exactly?
2:24 – Active vs. passive: the big difference
7:30 – Real risks of going fully passive
12:35 – Emotional investing vs. strategic delegation
13:29 – Target Date Funds
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
