The headlines are loud, the markets are messy, and your gut might be telling you to do something - anything- right now. But what should you actually do when your portfolio takes a hit? Whether you’re feeling calm or full-on panicked, this conversation offers four practical questions to help you check in with your plan, reassess your risk, and avoid emotional mistakes.
Here’s some of what we discuss in this episode:
📊 How to gut-check your financial plan
⚖️ Aligning portfolio risk with real-life reactions
🛠 Smart strategies: rebalancing & tax-loss harvesting
📉 Common behaviors to avoid during downturns
💡 Why your plan should already expect volatility
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
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