Blogs
Explore Insights and Strategies for Financial Success
The Five Love Languages of Financial Planning
The five love languages were made popular by author Gary Chapman. If you’re not familiar with them, they include acts of service, quality time, words of affirmation, gifts, and physical touch. Let’s think about how you may encounter the love languages when it comes to financial planning. These love languages [...]
Can Real Estate Boost Your Retirement Plan?
Thinking about using real estate to strengthen your retirement plan? From generating income to offering financial flexibility or emergency access to cash, real estate offers a wide range of possibilities. But not every option is the right fit for every retiree. In this episode, Steve breaks down seven common real [...]
What Should You Do With Your Old 401k?
If you’ve ever left a job and wondered what to do with that old 401k account, you’re not alone, and today’s episode is for you! In this listener mailbag edition, Steve answers a question from William, who’s trying to decide whether to leave his 401k where it is or roll [...]
Understanding Financial Advisor Fees: What Are You Really Paying For?
Welcome to our final installment of our 7-part series, where we’re diving into the 7 principles of Powerhouse Financial Advisors! Let’s be real. Nobody wants to talk about fees, but everyone wants to know if they’re getting a fair deal! Today, Steve sheds light on one of the most misunderstood [...]
Keeping Your Retirement Plan Flexible
Welcome to part 6 of our 7-part series, where we’re diving into the 7 principles of Powerhouse Financial Advisors! Change is the name of the game! Career shifts, unexpected life twists—whatever it is, your retirement plan has to keep up. Today, we’re talking about flexibility. Why? Because your retirement should [...]
Is 2025 A Bad Time To Retire?
Plenty of people have concerns about stock market volatility, a potential recession on the horizon, and fears for the economy amidst federal layoffs and tariffs. What if you’ve had 2025 marked on the calendar for a while as the year you plan to retire? Is this a bad time to [...]
