Welcome to the very first episode of Power Your Retirement! In today’s episode, we’re excited to introduce Steve Smit, CFP®, of Powerhouse Financial Advisors. Steve will share how he helps clients nationwide plan for a successful retirement journey. You’ll also get a glimpse into his life in Northern Nevada and learn about Powerhouse’s unique approach to financial planning.
We’ll discuss the importance of starting financial planning early, Steve’s background, his book, and much more. Be sure to join us each week as we explore key topics and provide the tools and resources you need to achieve financial confidence!
Here’s some of what we discuss in this episode:
0:00 – Intro
2:11 – The role of a financial advisor
3:17 – Steve’s decision to focus on energy workers
7:19 – Getting to know Steve
14:31 – Getting your copy of Steve’s book
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
