Picking a Retirement Date

OCT 8, 202614 MIN

Description

Send us Fan Mail Ā šŸ“± 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 ⚔ Get your no-cost Retirement Toolkit: https://keap.page/ngt919/toolkit.html "When can I retire?" might be the question we get asked more than any other. Some people are chasing an age. Others are chasing a number. Today, Steve is breaking down what actually determines the answer. The date on the calendar or the number in the account might feel like the finish line, but neither one tells the whole story. That's what the planning process is actually for. Here’s some of what we discuss in this episode: šŸ–© Lifestyle Costs: Calculate what life really costs 🧠 Emotional Barriers: Address fear around leaving work ⚔ Utility Employees: Coordinate pensions and other assets šŸ“Š Stress Testing: Pressure-test the plan before retiring šŸ–ļø Retirement Goals: Build lifestyle into the numbers 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...