Show notes
Send us a textChapter 4 of Power Up Your 401K focuses on the importance of embracing change when it comes to your financial planning. Steve explains how your financial needs evolve as you get closer to retirement and why it's crucial to adjust your strategy over time. Join Steve and Walter as they reflect on these insights and talk about the benefits of personalized financial planning for employees at large public utilities. Steve also walks us through what to expect during your first meeting, from getting to know your personal circumstances to addressing your financial concerns and goals. If you're looking for practical insights on successfully planning for the future, this chapter has plenty of helpful takeaways!Here’s some of what we discuss in this episode:0:00 – Intro2:34 – Tailoring financial planning for specific industries4:11 – What the initial client meeting looks like with Steve6:46 – Holistic planning for couples 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) 266-8867Our website: https://powerhousefinancialadvisors.com/Email: [email protected] LinkedIn: https://www.linkedin.com/company/powerhouse-financial-advisors/Facebook: https://www.facebook.com/PowerhouseFinancialAdvisors