Am I On Track For Retirement?

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Wondering if you're actually on track for retirement? That’s the question Alex, a utility worker with 22 years of service, asked, and it sparked this helpful breakdown. Whether you’re early in your career or closing in on retirement, knowing where you stand is key to your financial future. The truth is, it’s not just about your 401k balance, it’s about how everything works together.

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

🧮 What a retirement readiness score measures

💼 The value of a cash balance pension 

📉 Hidden pitfalls of target date funds for utility employees

🧠 Why guessing your future income needs won’t cut it

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

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