📱 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

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AI isn’t just a tech trend; it’s already reshaping how we work, invest, and plan for the future. Questions around job security, investment exposure, and whether AI can- or should- play a role in retirement planning are becoming more common by the day. In this episode, Steve tackles the top questions people are searching right now and breaks down what they actually mean for your financial future.

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

🤖 AI & Retirement: AI is already influencing work, investing, and planning

💼 Job Security Concerns: Adapting to AI may matter more than fearing it

📊 Investment Exposure: Many portfolios already have AI-driven risk

📈 Retirement Planning: AI can assist, but shouldn’t replace strategy

⚖️ Trusting AI: Helpful tool, but not a substitute for real guidance

Resources for this episode:

DC Participants Open to Private Markets—and AI—with Guardrails: Invesco Survey

https://401kspecialistmag.com/dc-participants-open-to-private-markets-and-ai-with-guardrails-invesco-survey/

Brookings article: Measuring US workers’ capacity to adapt to AI-driven job displacement

https://www.brookings.edu/articles/measuring-us-workers-capacity-to-adapt-to-ai-driven-job-displacement/

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

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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...