Don’t Waste Your Annual Financial Review

📱 Want expert help in planning for your financial future? Book your 401(k) Onboarding Meeting with Steve: https://calendly.com/steven-powerhouse-advisor/401-k-retirement-meeting-1-hour-clone?month=2024-12

⚡ Get your no-cost Retirement Toolkit: https://keap.page/ngt919/toolkit.html

Most folks meet with their financial advisor once a year. That meeting is one of the most valuable hours in your financial life if it's done right. Steve talks honestly about what that meeting looks like when it isn't... and what it looks like when it is. Don’t view your annual review as just a formality. Come ready for a real conversation.

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

⚠️ Presentation Trap: One-sided meetings miss the point

💬 Real Conversation: Engagement drives better outcomes

📊 Beyond Returns: Your plan is more than performance

🔄 Life Updates: Changes should shape decisions

🤝 Build Trust: Strong relationships improve planning

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 ...