Every advisor has a story, and Steve’s journey into financial planning for utility employees wasn’t something he originally set out to do. In this mini episode, he shares how an early career experience revealed a major gap in retirement guidance and ultimately led him to specialize in helping utility workers navigate their financial futures. It’s a behind-the-scenes look at the passion and purpose that shaped Power Your Retirement.
Here’s some of what we discuss in this episode:
👷 Serving Workers: Filling a critical advice gap
📚 Early Lessons: Seeing retirement confusion firsthand
🎯 Found Purpose: Helping overlooked employees
⚡ Industry Focus: Why utilities became the niche
📖 Free Resources: Tools for retirement planning
🚀 Next Steps: How to connect with Steve
0:00 – Steve’s Journey
2:58 – Why Utility Employees?
4:06 – Resources & Next Steps
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
