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2703, 2025

Beliefs That Fool Retirement Savers The Most

By |March 27, 2025|Categories: Blog, Podcast|Tags: , , , , , , , , , , |0 Comments

April Fool’s Day is all about jokes and pranks, but when it comes to retirement planning, getting fooled can cost you real money. Today, we’re uncovering the beliefs that fool retirees and pre-retirees into making bad financial moves. We’ll cover some of the most common myths that can derail your [...]

2003, 2025

March Madness and Stocks: The Risky Game of Picking Winners

By |March 20, 2025|Categories: Blog, Podcast|Tags: , , , , , , , , , , , , , , |0 Comments

March Madness is here, and just like filling out a bracket, picking individual stocks can feel like a thrilling gamble. But the odds of winning big are slim. In fact, history shows that most stock picks, like most brackets, end up busted. Many investors can’t resist chasing big wins, even [...]

1303, 2025

Choosing the Right Investments for Your Goals

By |March 13, 2025|Categories: Blog, Podcast|Tags: , , , , , , , , , , , |Comments Off on Choosing the Right Investments for Your Goals

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 [...]

603, 2025

The Value of Professional Financial Guidance

By |March 6, 2025|Categories: Blog, Podcast|Tags: , , , , , , , , , , , |Comments Off on The Value of Professional Financial Guidance

Welcome to part 3 of our 7-part series, where we’re diving into the 7 principles of Powerhouse Financial Advisors! In today’s episode, we’re talking about the value of professional guidance and how having a trusted advisor can help you see the full picture, manage emotions, and avoid costly mistakes in [...]

2702, 2025

Managing Risk in Your Retirement Journey

By |February 27, 2025|Categories: Blog, Podcast|Tags: , , , , , , , , , , , , , , |Comments Off on Managing Risk in Your Retirement Journey

Welcome to part 2 of our 7-part series, where we’re diving into the 7 principles of Powerhouse Financial Advisors! Today’s episode is all about the importance of balancing risk, especially as retirement approaches. Steve and Walter discuss how different risks can impact retirement savings and why a risk management strategy [...]

2002, 2025

Building a Strong Foundation for Retirement

By |February 20, 2025|Categories: Blog, Podcast|Tags: , , , , , , , , |Comments Off on Building a Strong Foundation for Retirement

Welcome to our new 7-part series, where we’re diving into the 7 principles of Powerhouse Financial Advisors! In this episode, Steve and Walter kick things off by breaking down what it really takes to build a rock-solid foundation for retirement. Many people approach retirement planning by simply checking the boxes [...]

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