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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
Protecting What You Care Most About
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📱 Want expert help in planning for your financial future? Schedule a check-in meeting with Steve:
https://calendly.com/steven-powerhouse-advisor/sce-employee-401k-retirement-meeting?month=2026-05
⚡ Get your no-cost Retirement Toolkit: https://keap.page/ngt919/toolkit.html
For most people, financial planning isn't really about spreadsheets or market returns. It's about the people you love. It's about making sure that if something happens (expected or not), the people who depend on you are taken care of. Today, Steve talks about what it looks like to provide financial protection for your family. Protection looks different at every stage of life, but the reason behind it never changes. It's about people and making sure they're taken care of, no matter what comes next. That's what a real financial plan is built to do.
Here’s some of what we discuss in this episode:
🛡️ Life Insurance: Permanent vs. Term
📋 Beneficiary Designations: Importance and Common Mistakes
📜 Estate Documents: Wills and Living Trusts
⚖️ Power of Attorney: Healthcare and Financial Control
🏥 Longevity Planning: Protecting Against Long-Term Care Costs
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...
