.png)
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
Do Your Feelings Belong in Your Financial Plan?
Use Left/Right to seek, Home/End to jump to start or end. Hold shift to jump forward or backward.
Most people think financial planning is about calculators, spreadsheets, and strategies, but that’s only half the story. The way you feel about money can influence your decisions just as much as the numbers do. Steve explores how emotions shape retirement choices, investment preferences, debt decisions, and even legacy goals. Numbers create the structure, but your feelings shape the plan that truly fits your life.
Here’s some of what we discuss in this episode:
📉 Market Volatility: managing the fear that comes with big swings
🎁 Purpose & Meaning: finding fulfillment through giving and legacy
🏛️ Leaving a Legacy: the emotional side of what you want to leave behind
🏡 Retirement Emotions: how family, location, and lifestyle drive decisions
💳 Debt & Well-Being: how carrying debt affects stress and choices
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/
Email: info@powerhousefa.com
LinkedIn: https://www.linkedin.com/company/powerhouse-financial-advisors/
Facebook: https://www.facebook.com/PowerhouseFinancialAdvisors
