Blogs
Explore Insights and Strategies for Financial Success
The 5 D’s of Retirement Planning
According to a recent Kiplinger article, there are five keys to a retirement plan that hold up over time. They all happen to start with the same letter, which either means it's a great framework or someone really wanted it to work out that way. In this episode, Steve walks [...]
Trail Wisdom: What Hiking Season Has to Say About Your Financial Journey
What can hiking teach us about retirement planning? Whether you're visiting one of the 63 national parks this summer or just hitting a local trail, a lot of the best practices for a great hike apply just as well to your retirement plan. Steve uses lessons from the trail to [...]
Dave Ramsey’s Retirement Math — Are Financial Advisors Buying It?
Dave Ramsey has built one of the most recognized brands in personal finance. Millions of people have followed his advice out of debt and into savings. But when it comes to how much you should pull from your retirement accounts each year, Ramsey takes a position that some financial professionals [...]
Why a Target Date Fund May Not Be Enough
Target date funds are designed to make investing simple, but are they really enough as you approach retirement? In this listener Q&A, Steve explains why relying solely on a target date fund could leave your portfolio underperforming, especially if you also have a pension or other retirement assets. Learn why [...]
How Relationships Beat Sales Pitches Every Time
Trust is the foundation of every successful financial relationship, but it isn't built overnight. In this mini episode, Steve shares how he earns the confidence of energy sector employees by leading with education and focusing on helping people before they ever become clients. Discover how genuine guidance and long-term relationships [...]
Working With A Financial Advisor: Our Specific Process
A lot of people think working with a financial advisor is just about picking investments. But a great planning experience is much more than that. Today, Steve walks through what it actually feels like to work with a firm like Powerhouse Financial Advisors, from the first conversation to ongoing guidance, [...]
