Choosing the Right Investments for Your Goals

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Welcome to part 4 of our 7-part series, where we’re diving into the 7 principles of Powerhouse Financial Advisors!

In today’s episode, we’re diving into what it really means to choose the right investments for your goals. We’re going beyond the basics of ‘target-date funds’ and talking about how to customize your portfolio for your unique situation. 

Tune in as Steve walks through the potential downsides of relying on default investment options, and why aligning your portfolio with your specific financial situation and risk tolerance can make all the difference in reaching the retirement you’ve dreamed about. Ready to put your money where your goals are? Let’s get started!

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

0:00 – Intro

1:58 – Why many default to target-date funds

3:20 – Downsides of target-date funds

6:12 – Aligning investments with your goals

11:01 – A first step to evaluate your investments 

Get your copy of Power Up Your 401K in our toolkit: https://keap.page/ngt919/toolkit.html

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