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Building a Strong Foundation for Retirement

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Manage episode 467734247 series 3621285
Content provided by Steve Smit. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Steve Smit or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

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Welcome to our new 7-part series, where we’re diving into the 7 principles of Powerhouse Financial Advisors!

In this episode, Steve and Walter kick things off by breaking down what it really takes to build a rock-solid foundation for retirement. Many people approach retirement planning by simply checking the boxes on their 401K options, often overlooking the bigger picture- a well-structured financial strategy.

Join us as we explore why contributing to a 401K alone may not be enough, how to make the most of your retirement savings, and what steps you can take today to set yourself up for long-term success. If you're ready to take control of your financial future and build a retirement plan that works as hard as you do, this episode is for you.

Here’s some of what we discuss in this episode:

0:00 – Intro

1:17 – What does it mean to truly prioritize your retirement plan?

2:50 – Missed opportunities by relying on default options

4:59 – Other elements of a solid retirement plan

7:58 – How to take a more active approach to retirement planning

Get your copy of Power Up Your 401K: 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: [email protected]

LinkedIn: https://www.linkedin.com/company/powerhouse-financial-advisors/
Facebook: https://www.facebook.com/PowerhouseFinancialAdvisors

  continue reading

33 episodes

Artwork
iconShare
 
Manage episode 467734247 series 3621285
Content provided by Steve Smit. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Steve Smit or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Send us a text

Welcome to our new 7-part series, where we’re diving into the 7 principles of Powerhouse Financial Advisors!

In this episode, Steve and Walter kick things off by breaking down what it really takes to build a rock-solid foundation for retirement. Many people approach retirement planning by simply checking the boxes on their 401K options, often overlooking the bigger picture- a well-structured financial strategy.

Join us as we explore why contributing to a 401K alone may not be enough, how to make the most of your retirement savings, and what steps you can take today to set yourself up for long-term success. If you're ready to take control of your financial future and build a retirement plan that works as hard as you do, this episode is for you.

Here’s some of what we discuss in this episode:

0:00 – Intro

1:17 – What does it mean to truly prioritize your retirement plan?

2:50 – Missed opportunities by relying on default options

4:59 – Other elements of a solid retirement plan

7:58 – How to take a more active approach to retirement planning

Get your copy of Power Up Your 401K: 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: [email protected]

LinkedIn: https://www.linkedin.com/company/powerhouse-financial-advisors/
Facebook: https://www.facebook.com/PowerhouseFinancialAdvisors

  continue reading

33 episodes

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