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1303, 2025

Choosing the Right Investments for Your Goals

By |March 13, 2025|Categories: Blog, Podcast|Tags: , , , , , , , , , , , |0 Comments

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: , , , , , , , , , , , |0 Comments

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 [...]

1701, 2025

Power Up Your 401K: Chapter 7 Recap

By |January 17, 2025|Categories: Blog, Podcast|Tags: , , , , , , , , , |Comments Off on Power Up Your 401K: Chapter 7 Recap

We’ve reached the final chapter of Power Up Your 401K! Steve wraps up the book with a powerful message about living life with an open hand- a philosophy shaped by his roots on the farm, which we’ll explore today. As we reflect on this chapter, we’ll also discuss the importance [...]

1701, 2025

Power Up Your 401K Chapter 7: Enjoy Every Minute With An Open Hand

By |January 17, 2025|Categories: Blog, Podcast|Tags: , , , , , , , , |Comments Off on Power Up Your 401K Chapter 7: Enjoy Every Minute With An Open Hand

Over the next several weeks, we’ll be reading through Steve’s book, Power Up Your 401k, one chapter at a time. In today’s episode, we’ll tackle Chapter 7: Enjoy Every Minute With An Open Hand. As we conclude this read-along, Steve highlights the value of living with an open hand, both [...]

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