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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
Is Now the Time to Invest More in Bonds?
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Bonds used to be the “boring” part of a portfolio- safe, steady, and not very exciting. But with yields at multi-decade highs, many investors are asking: is now the time to give bonds a bigger role in your strategy? In this episode, Steve explains how to evaluate bond opportunities in today’s environment and assess whether they’re a wise choice for you. Before you go all in, make sure the mix fits your long-term plan.
Here’s some of what we discuss in this episode:
🧠 Investor Psychology: why “boring” investments often bring long-term peace of mind
📈 Understanding Returns: how bond yields and prices move in opposite directions
⚖️ Interest Rate Risk: what duration means and how to manage volatility
💡 Diversification Benefits: using bonds to balance equity risk and smooth performance
🧭 Customized Strategy: tailoring your bond exposure to your goals, not the headlines
Resources for this episode:
https://www.usbank.com/investing/financial-perspectives/market-news/interest-rates-affect-bonds.html
https://www.fa-mag.com/news/could-bond-markets-finally-be-making-sense-again-83906.html?section=68
https://www.fidelity.com/learning-center/trading-investing/bond-market-outlook
Get your copy of Power Up Your 401K in our toolkit: https://keap.page/ngt919/toolkit.html
YouTube: https://www.youtube.com/channel/UCEE5ZkDedYTsKzkh2UxQ9Sg
Book your 401(k) Onboarding Meeting: 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 accuracy, completeness, or suitability of ...
