Mailbag: Extra Cash, Big Decisions, and the Truth About Tax-Free Retirement

February 12
9 mins

Episode Description

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šŸ“± Want expert help in planning for your financial future? 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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Paying off debt is a huge milestone, but what you do next can shape the rest of your retirement. In this episode, Steve tackles two common listener questions: how to wisely redirect extra cash after becoming debt-free, and whether ā€œtax-free retirement incomeā€ is actually possible. If you’re trying to make smart retirement decisions, instead of emotional ones, this conversation is for you!

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

šŸ’ø Debt Management & Extra Income: Smart choices for newfound cash flow

šŸŽ‰ Celebrating Debt Freedom: Why milestones matter before next steps

🧾 Tax-Free Retirement Income: What it really means (and doesn’t)

šŸ” Roth Conversions & Tax Strategy: Paying taxes now vs. later

šŸ“ž Getting Guidance: When professional advice matters most

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

Other ways to get in touch:

Phone: (775) 266-8867
Our website: https://powerhousefinancialadvisors.com/
Email: info@powerhousefa.com

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