📱 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

With 2026 here, it’s a good time to step back and revisit what Powerhouse Financial Advisors is really about. This episode pulls back the curtain on why the firm focuses so heavily on utility employees and how that specialization shapes the planning process. Steve shares the personal experiences that inspired the firm’s mission and walks through what’s evolving behind the scenes. It’s a clear look at who Powerhouse is designed for and where things are headed next.

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

🧠 Early 401(k) Lessons: Where the mission began

⚡ Utility-Focused Planning: Why specialization matters

🚀 What’s New in 2026: Tools, technology, and expansion

🧭 Power Shift Path: Aligning benefits and risk

👥 Best-Fit Clients: Who Powerhouse serves best

Get your copy of Power Up Your 401K in our toolkit: 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: 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 acc...