Sign up to save your podcasts
Or
Share Protecting What You Care Most About
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Protecting What You Care Most About
Send us Fan Mail
š± Want expert help in planning for your financial future? Schedule a check-in meeting with Steve:Ā
https://calendly.com/steven-powerhouse-advisor/sce-employee-401k-retirement-meeting?month=2026-05
ā” Get your no-cost Retirement Toolkit: https://keap.page/ngt919/toolkit.html
For most people, financial planning isn't really about spreadsheets or market returns. It's about the people you love. It's about making sure that if something happens (expected or not), the people who depend on you are taken care of. Today, Steve talks about what it looks like to provide financial protection for your family. Protection looks different at every stage of life, but the reason behind it never changes. It's about people and making sure they're taken care of, no matter what comes next. That's what a real financial plan is built to do.
Hereās some of what we discuss in this episode:
š”ļø Life Insurance: Permanent vs. TermĀ
š Beneficiary Designations: Importance and Common MistakesĀ
š Estate Documents: Wills and Living TrustsĀ
āļø Power of Attorney: Healthcare and Financial ControlĀ
š„ Longevity Planning: Protecting Against Long-Term Care CostsĀ
Get your copy of Power Up Your 401K in our toolkit: https://keap.page/ngt919/toolkit.html
YouTube:Ā https://www.youtube.com/channel/UCEE5ZkDedYTsKzkh2UxQ9Sg
Book your financial check-in meeting with Steve: https://calendly.com/steven-powerhouse-advisor/sce-employee-401k-retirement-meeting?month=2026-05Ā
Other ways to get in touch:
Phone: (775) 266-8867
Our website: https://powerhousefinancialadvisors.com/
Email: [email protected]
LinkedIn: https://www.linkedin.com/company/powerhouse-financial-advisors/
Facebook: https://www.facebook.com/PowerhouseFinancialAdvisors
This podcast is provided by Powerhouse Financial Advisors Inc. ("PFA"), a state-registered investment adviser. The information provided is for informational and educational purposes only and should not be considered personalized investment advice. PFA does not guarantee the accuracy, completeness, or suit...
View all episodes
By Steve SmitSend us Fan Mail
š± Want expert help in planning for your financial future? Schedule a check-in meeting with Steve:Ā
https://calendly.com/steven-powerhouse-advisor/sce-employee-401k-retirement-meeting?month=2026-05
ā” Get your no-cost Retirement Toolkit: https://keap.page/ngt919/toolkit.html
For most people, financial planning isn't really about spreadsheets or market returns. It's about the people you love. It's about making sure that if something happens (expected or not), the people who depend on you are taken care of. Today, Steve talks about what it looks like to provide financial protection for your family. Protection looks different at every stage of life, but the reason behind it never changes. It's about people and making sure they're taken care of, no matter what comes next. That's what a real financial plan is built to do.
Hereās some of what we discuss in this episode:
š”ļø Life Insurance: Permanent vs. TermĀ
š Beneficiary Designations: Importance and Common MistakesĀ
š Estate Documents: Wills and Living TrustsĀ
āļø Power of Attorney: Healthcare and Financial ControlĀ
š„ Longevity Planning: Protecting Against Long-Term Care CostsĀ
Get your copy of Power Up Your 401K in our toolkit: https://keap.page/ngt919/toolkit.html
YouTube:Ā https://www.youtube.com/channel/UCEE5ZkDedYTsKzkh2UxQ9Sg
Book your financial check-in meeting with Steve: https://calendly.com/steven-powerhouse-advisor/sce-employee-401k-retirement-meeting?month=2026-05Ā
Other ways to get in touch:
Phone: (775) 266-8867
Our website: https://powerhousefinancialadvisors.com/
Email: [email protected]
LinkedIn: https://www.linkedin.com/company/powerhouse-financial-advisors/
Facebook: https://www.facebook.com/PowerhouseFinancialAdvisors
This podcast is provided by Powerhouse Financial Advisors Inc. ("PFA"), a state-registered investment adviser. The information provided is for informational and educational purposes only and should not be considered personalized investment advice. PFA does not guarantee the accuracy, completeness, or suit...