Bueller... Bueller... Financial Planning?

Send us Fan Mail 📱 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 It's been 40 years since Ferris Bueller skipped school, borrowed a Ferrari, and became one of the most quoted characters in movie history. Turns out, a lot of what he said applies just as well to your financial life. Ferris didn't wait around wondering if today was worth enjoying — he just made sure it was. Steve sees the same lesson in financial planning: enjoy life, plan wisely, and be intentional about what your money is actually for. Here’s some of what we discuss in this episode: ⏳ Life Balance: Save without missing the present 🏎️ Accumulation: Avoid building wealth without purpose 📰 Distractions: Don’t let headlines drive decisions 🎯 Intentionality: Tell your money where to go 🧭 Purpose: Give every dollar a job 🤝 Planning: Connect money with life goals 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] 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...