Blogs
Explore Insights and Strategies for Financial Success
Cash Balance Pension vs. Traditional Pension Explained
If you’ve been in your utility job for years and still don’t understand how your pension works, you’re not alone. In this episode, Steve takes a listener question from Lisa. She’s been working for 15 years and asked a commonly misunderstood question: What’s the difference between a cash balance pension [...]
Am I On Track For Retirement?
Wondering if you're actually on track for retirement? That’s the question Alex, a utility worker with 22 years of service, asked, and it sparked this helpful breakdown. Whether you’re early in your career or closing in on retirement, knowing where you stand is key to your financial future. The truth [...]
Inside the Advisor’s Office: Top Concerns Among Financial Planning Clients
Ever wonder what other people talk about with their financial advisors? A new survey of nearly 400 experienced advisors reveals the biggest concerns, challenges, and financial goals their clients are facing today. From retirement planning and healthcare costs to working longer than expected, we’re breaking down the key takeaways and [...]
What Do Proposed Tariffs Mean For Your Portfolio?
The day President Trump took office, he announced plans to implement a 25 percent tariff on goods from Mexico and Canada. Additional tariff conversations have exploded since that day. How might this impact your personal finances and the economy? In this episode, we’ll take a closer look at the backstory of [...]
Understanding Managed Portfolios: Should You Consider Them?
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. [...]
How Past Market Meltdowns Are Influencing You Right Now
It’s been a volatile month. And if you’re feeling the pressure, you’re not alone. But how we respond in moments like this often has roots in the crashes we’ve lived through before. In this episode, we look at how past market meltdowns shaped investor psychology, how today’s chaos might be [...]
