Chapter two of Power Up Your 401K was all about setting financial goals, and as Steve explains, this is where everything begins. Whether it’s planning for retirement, buying a home, or paying for your children’s education, identifying your goals is the first step in creating a roadmap for financial success.
We’ll also dive into how emotions like fear and greed influence financial decisions and the strategies Steve uses to help clients stay steady during uncertain times. Plus, you’ll hear his thoughts on teaching the next generation about money and why starting early can make a big difference.
Here’s some of what we discuss in this episode:
0:00 – Intro
1:34 – Balancing long-term goals with enjoying life
4:13 – Emotions in financial decision-making
5:58 – Mentoring the next generation
8:22 – Big picture thinking in financial 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
