Inside the Advisor’s Office: Top Concerns Among Financial Planning Clients Artwork

Power Your Retirement

Hosted by Steve Smit, CERTIFIED FINANCIAL PLANNER® and founder of Powerhouse Financial Advisors, this podcast is designed to help employees of large publicly traded utility companies take control of their retirement planning. Steve, author of Power Up Your 401(k), shares insights on maximizing 401(k) options, navigating self-directed brokerage accounts, and creating a secure financial future. Tune in for practical advice, helpful resources, and strategies to power up your retirement! Subscribe and never miss an episode! Also available in video format on YouTube. For more information about Power Your Retirement, visit PowerhouseFinancialAdvisors.com or call 775-266-8867.

All Episodes

Power Your Retirement

Inside the Advisor’s Office: Top Concerns Among Financial Planning Clients

May 08, 2025 • Steve Smit

Send us a text

Ever wonder what other people talk about with their financial advisors? A new survey of nearly 400 experienced advisors reveals the biggest concerns, challenges, and financial goals their clients are facing today. From retirement planning and healthcare costs to working longer than expected, we’re breaking down the key takeaways and how they compare to what we see in our own client conversations.

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

📊 Survey insights from 400+ advisors

💸 Outliving assets vs. chasing “your number”

🏥 Why healthcare is both overestimated and underestimated

🧓 Most people don’t work past 65 (even if they plan to)

👨‍👩‍👧 Supporting adult children: a hidden retirement risk

Fortune Magazine Article:

https://www.fa-mag.com/news/retirement-planning-survey-2024-80450.html

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: