As we close out 2025 and look ahead to the new year, we’re answering listener questions in this special mailbag episode. From spending more in retirement to finding the right kind of financial guidance, this episode focuses on making confident, well-planned decisions. Steve explains why needing more income in retirement isn’t irresponsible if it’s intentional and feasible, how to plan for the more active “Go-Go Years,” and what to watch out for when professional advice starts to feel like a sales pitch.
Here’s some of what we discuss in this episode:
💼 Spending more in retirement- when it works and planning for it
✈️ Planning for travel and fun during the Go-Go Years
🛑 Recognizing product-driven advice vs. real planning
🎉 Year-End Note: Perspective and gratitude
0:00 – Intro & New Year’s Plans
2:54 – Listener Question #1
6:45 – Listener Question #2
Watch The 5 Retirement Questions Smart People Ask:
https://www.youtube.com/watch?v=6SnwqrwwE-g
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
