The Value of Professional Financial Guidance

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Welcome to part 3 of our 7-part series, where we’re diving into the 7 principles of Powerhouse Financial Advisors!

In today’s episode, we’re talking about the value of professional guidance and how having a trusted advisor can help you see the full picture, manage emotions, and avoid costly mistakes in your financial life. Steve shares real-world examples of how fear-driven decisions- like pulling money out of the market at the wrong time- can derail retirement plans, and how a professional can provide the education and steady perspective needed to stay on track.

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

0:00 – Intro

1:25 – Challenges of DIY retirement planning 

3:32 – Emotional impact on investment decisions

4:34 – The benefits of professional financial guidance

8:04 – Customization and personalization in financial planning

9:48 – Finding the right financial advisor 

12:24 – Why Steve chose this area of specialization 

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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