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 be as adaptable as you are! If you’re wondering how to keep your plan steady, even as life changes, tune in. This episode is all about rolling with the punches and staying on track!
Steve explores what real retirement flexibility looks like, not just in theory, but in how you manage 401ks from different jobs, adapt through career transitions, and prepare your portfolio to respond to change. You’ll hear examples from utility employees navigating job moves and why flexibility is often the missing piece in most people’s financial plans.
Here’s some of what we discuss in this episode:
🔄 What true financial flexibility actually looks like
📁 How old 401ks can quietly derail your plan
🧳 Handling job changes without losing retirement momentum
🧩 The value of integrated planning during life transitions
💬 What most DIY investors miss when managing transitions
0:00 – Intro
1:58 – The Danger of “Set It and Forget It” Planning
3:32 – The Levers That Keep Your Plan Adaptable
5:35 –How DIY Planning Can Kill Flexibility
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
