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
Why Powerhouse Focuses on Utility Employees & What’s New in 2026
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📱 Want expert help in planning for your financial future? Book your 401(k) Onboarding Meeting with Steve: https://calendly.com/steven-powerhouse-advisor/401-k-retirement-meeting-1-hour-clone?month=2024-12
⚡ Get your no-cost Retirement Toolkit: https://keap.page/ngt919/toolkit.html
With 2026 here, it’s a good time to step back and revisit what Powerhouse Financial Advisors is really about. This episode pulls back the curtain on why the firm focuses so heavily on utility employees and how that specialization shapes the planning process. Steve shares the personal experiences that inspired the firm’s mission and walks through what’s evolving behind the scenes. It’s a clear look at who Powerhouse is designed for and where things are headed next.
Here’s some of what we discuss in this episode:
🧠 Early 401(k) Lessons: Where the mission began
⚡ Utility-Focused Planning: Why specialization matters
🚀 What’s New in 2026: Tools, technology, and expansion
🧭 Power Shift Path: Aligning benefits and risk
👥 Best-Fit Clients: Who Powerhouse serves best
Get your copy of Power Up Your 401K in our toolkit: https://keap.page/ngt919/toolkit.html
YouTube: https://www.youtube.com/channel/UCEE5ZkDedYTsKzkh2UxQ9Sg
Book your financial check-in meeting with Steve: https://calendly.com/steven-powerhouse-advisor/sce-employee-401k-retirement-meeting?month=2026-05
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
This podcast is provided by Powerhouse Financial Advisors Inc. ("PFA"), a state-registered investment adviser. The information provided is for informational and educational purposes only and should not be considered personalized investment advice. PFA does not guarantee the accuracy, completeness, or suit...