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 on their 401K options, often overlooking the bigger picture- a well-structured financial strategy.
Join us as we explore why contributing to a 401K alone may not be enough, how to make the most of your retirement savings, and what steps you can take today to set yourself up for long-term success. If you’re ready to take control of your financial future and build a retirement plan that works as hard as you do, this episode is for you.
Here’s some of what we discuss in this episode:
0:00 – Intro
1:17 – What does it mean to truly prioritize your retirement plan?
2:50 – Missed opportunities by relying on default options
4:59 – Other elements of a solid retirement plan
7:58 – How to take a more active approach to retirement planning
Resources
Get your copy of Power Up Your 401K: https://keap.page/ngt919/toolkit.html
Follow along on YouTube: https://www.youtube.com/channel/UCEE5ZkDedYTsKzkh2UxQ9Sg
Book your 401(k) Onboarding Meeting with Steve: https://calendly.com/steven-powerhouse-advisor/401-k-retirement-meeting-1-hour-clone?month=2024-12
Other ways to get in touch:
Phone: (775) 266-8867
Our website: https://powerhousefinancialadvisors.com/
LinkedIn: https://www.linkedin.com/company/powerhouse-financial-advisors/
Facebook: https://www.facebook.com/PowerhouseFinancialAdvisors
