Most folks meet with their financial advisor once a year. That meeting is one of the most valuable hours in your financial life if it’s done right. Steve talks honestly about what that meeting looks like when it isn’t… and what it looks like when it is. Don’t view your annual review as just a formality. Come ready for a real conversation.
Here’s some of what we discuss in this episode:
⚠️ Presentation Trap: One-sided meetings miss the point
💬 Real Conversation: Engagement drives better outcomes
📊 Beyond Returns: Your plan is more than performance
🔄 Life Updates: Changes should shape decisions
🤝 Build Trust: Strong relationships improve planning
0:00 – Intro
0:56 – “Red Flag” Reviews
3:26 – Presentations & Portfolio Review
5:24 – What a Good Review Looks Like
11:19 – Industry-Specific
13:38 – Building Trust
15:20 – Work with Steve
Get your copy of Power Up Your 401K in our toolkit: 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
