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📱 Want expert help in planning for your financial future? Schedule a check-in meeting with Steve: 

https://calendly.com/steven-powerhouse-advisor/sce-employee-401k-retirement-meeting?month=2026-05

⚡ Get your no-cost Retirement Toolkit: https://keap.page/ngt919/toolkit.html

Target date funds are designed to make investing simple, but are they really enough as you approach retirement? In this listener Q&A, Steve explains why relying solely on a target date fund could leave your portfolio underperforming, especially if you also have a pension or other retirement assets. Learn why personalized financial planning provides a much clearer picture than a one-size-fits-all investment solution and how asking the right questions today can help improve your retirement outcomes.

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

🎯 Target Date Funds: Are they enough?

⚠️ Potential Pitfalls: One size doesn't fit all

📊 Personalized Planning: See the complete picture

💬 Ask Questions Specific to You: Get advice tailored to you

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

YouTube:  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=2026-05 

Other ways to get in touch:

Phone: (775) 266-8867
Our website: https://powerhousefinancialadvisors.com/
Email: [email protected]

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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...