When it comes to financial planning, everybody has something that bothers them. Today Steve’s walking through some of the most common pain points we see and the real conversations that happen around them. Nobody walks into retirement without at least one of these in the back of their mind. The good news is that most of them have real answers. And all of them are worth talking about. If any of these hit close to home, that’s exactly where our conversation should start.
Here’s some of what we discuss in this episode:
💸 Fear of outliving your money in retirement
🧾 Anxiety over future tax hikes on pre-tax savings
🏥 Worry about nursing home costs derailing the plan
💼 Uneasiness about leaving the steady paycheck behind
📉 Stress over a looming market crash and portfolio risk
0:00 – Financial Pain Points
2:02 – Assess Your Risks
2:59 – Running Out of Money
6:11 – Stress Around Taxes
8:01 – Ending Up in a Nursing Home
9:30 – Fixed Paycheck
12:11 – Market Crashes
15:09 – Finding Solutions
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/
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