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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.
Power Your Retirement
Understanding Financial Advisor Fees: What Are You Really Paying For?
Welcome to our final installment of our 7-part series, where we’re diving into the 7 principles of Powerhouse Financial Advisors!
Let’s be real. Nobody wants to talk about fees, but everyone wants to know if they’re getting a fair deal! Today, Steve sheds light on one of the most misunderstood aspects of working with a financial advisor: what you're actually paying for, and why it matters.
Here’s some of what we discuss in this episode:
🔍 The 3 main fees in most financial plans
📊 How to assess whether you're getting real value
💬 What the “average” advisory fee actually looks like
🧠 Why younger investors often miss out on valuable advice
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