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June 26, 2025 11 mins

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Today, Steve answers three thoughtful listener questions from viewers like you! Is saving 15% of your income truly necessary or just a rule of thumb that doesn’t fit everyone? What should you consider if you’re unexpectedly offered a severance package right before retirement? And does the popular 4% withdrawal rule still work in today’s financial landscape?

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

🎯 Is saving 15% of your income really necessary or even realistic?

💼 Why a severance package could be a retirement windfall

🔍 Does the 4% rule still hold up in today’s retirement landscape?

🤔 What to consider when retirement plans shift unexpectedly

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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