📱 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

Financial media loves simple answers: always do this or never do that. But real financial planning doesn’t work that way. Most of the biggest decisions people face in retirement live in the gray. Steve breaks down some of the most common “black and white” retirement decisions and shows why they’re rarely that simple. When advice sounds too simple, that’s usually a sign there’s more to talk about.

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

💰 Roth Conversions: Not Always a Win

⏳ Social Security: Early vs. Late Isn’t So Simple

💧 Saving vs. Liquidity: Finding the Right Balance

🎯 Target Date Funds: Is DIY better than custom?

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/
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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...