For most people, financial planning isn’t really about spreadsheets or market returns. It’s about the people you love. It’s about making sure that if something happens (expected or not), the people who depend on you are taken care of. Today, Steve talks about what it looks like to provide financial protection for your family. Protection looks different at every stage of life, but the reason behind it never changes. It’s about people and making sure they’re taken care of, no matter what comes next. That’s what a real financial plan is built to do.
Here’s some of what we discuss in this episode:
🛡️ Life Insurance: Permanent vs. Term
📋 Beneficiary Designations: Importance and Common Mistakes
📜 Estate Documents: Wills and Living Trusts
⚖️ Power of Attorney: Healthcare and Financial Control
🏥 Longevity Planning: Protecting Against Long-Term Care Costs
0:00 – Intro
2:14 – Life Insurance
5:08 – Beneficiary Designations
8:22 – Estate Documents
11:29 – Longevity Planning
13:24 – The Role of a Financial Advisor
16:14 – Contact 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
