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Power Your Retirement
Hosted by Steve Smit, CERTIFIED FINANCIAL PLANNER® and founder of Powerhouse Financial Advisors, this podcast is designed to help employees of large publicly traded utility companies take control of their retirement planning. Steve, author of Power Up Your 401(k), shares insights on maximizing 401(k) options, navigating self-directed brokerage accounts, and creating a secure financial future. Tune in for practical advice, helpful resources, and strategies to power up your retirement! Subscribe and never miss an episode! Also available in video format on YouTube. For more information about Power Your Retirement, visit PowerhouseFinancialAdvisors.com or call 775-266-8867.
Power Your Retirement
Where Should You Invest $1 Million?
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What would you do if a client came in with $1 million in cash to invest? That was the question put to three financial advisors in a recent article. Today, Steve is reacting to their takes and adding some important layers that the article missed. It’s interesting to hear what other pros recommend, but the reality is that every million-dollar plan is unique.
Here’s some of what we discuss in this episode:
💰 The Million-Dollar Question: What makes this investment scenario so interesting
🎯 Age Matters: How your investment mix should shift based on your stage of life
🧮 Custom Planning: Why there’s no one-size-fits-all answer to investing $1 million
💵 Liquidity & Access: Keeping enough cash on hand for flexibility
📈 Tax Strategies: How Roth conversions and smart allocation can boost efficiency
Financial Advisor Magazine, Where Should A Middle-Aged Client Invest $1 Million? 3 Pros Share Their Ideas:
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Phone: (775) 266-8867
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Email: info@powerhousefa.com
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