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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
How Relationships Beat Sales Pitches Every Time
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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
Trust is the foundation of every successful financial relationship, but it isn't built overnight. In this mini episode, Steve shares how he earns the confidence of energy sector employees by leading with education and focusing on helping people before they ever become clients. Discover how genuine guidance and long-term relationships matter far more than sales tactics when choosing someone to help you prepare for retirement.
Here’s some of what we discuss in this episode:
🤝 Building Trust: It starts with education
🎓 Workshops: Guidance before becoming clients
💬 Communication: Conversations create confidence
🧩 Retirement Planning: Understanding your unique benefits
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...
