Chapter 6 of Power Up Your 401K was all about embracing the bigger picture in financial planning. In it, Steve reflects on his financial journey, the lessons he’s learned along the way, and how his beginnings have shaped his perspective on helping others achieve financial success.
Join us as we dive into the chapter and discuss how generosity can transform one’s financial mindset. Steve also discusses the importance of forgiveness, particularly when overcoming past financial mistakes, and how adopting a mindset of growth can turn setbacks into valuable opportunities.
Don’t miss these takeaways from chapter 6 and more in today’s episode!
Here’s some of what we discuss in this episode:
0:00 – The importance of redefining risk
2:37 – Balancing generosity and saving
4:35 – Forgiving yourself for financial mistakes
6:33 – Tailoring financial planning for different life stages
8:39 – Advising employers on financial wellness
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
