Retirement Planning Pop Quiz: Can You Score 5/5? 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

Retirement Planning Pop Quiz: Can You Score 5/5?

August 28, 2025 • Steve Smit

Send us a text

The kids may be heading back to class, but it’s also a great time for adults to brush up on retirement planning. In this episode, Steve walks through some key concepts that can make or break your retirement readiness. Test your knowledge with this quick financial pop quiz- five essential questions every pre-retiree and retiree should know.

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

🧾 Full Social Security benefits for those born after 1960

💵 IRA contribution limits for age 50+ in 2025

📉 What accounts have required minimum distribution rules

📚 What the 4% rule refers to

⏳ Biggest retirement risks retirees often overlook

4% Rule Episode:

https://www.buzzsprout.com/2416928/episodes/17699212

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: