Life Isn’t Lived on a Spreadsheet
af Ryan Poterack
Seneste episode
Breaking Down the Retirement Equation (Ep 38)
Breaking Down the Retirement Equation (Ep 38)
Om denne podcast
Welcome to Life Isn’t Lived on a Spreadsheet with Ryan Poterack from Poterack Capital Advisory. You have unique values, objectives, fears, life experiences, and biases. Any financial professional who ignores or minimizes the importance of “your story” may not be able to help you achieve your ideal outcomes or hit your goals. It’s time to experience the PCA difference! In this podcast, we help business executives, soon-to-be-retirees, and solutions-based individuals, overcome the anxiety leading up to their upcoming years. We do this by initiating in-depth discussions about the financial aspects of retirement, like tax planning and asset allocation, alongside (and often overlooked) personal and lifestyle aspects. Join us for this journey where we explore retirement from a contrarian point of view as Ryan draws from years of expertise and guest experts to help you explore the true purpose of your money in retirement and the impact you want to make in your golden years.
Episoder
De nyeste 20 af 38 episoder
- Breaking Down the Retirement Equation (Ep 38) · 21 min.Welcome to another insightful episode of Life Isn’t Lived on a Spreadsheet! This week, host Alec Quaid, Certified Financial Planner dives deep into the essential components of…
- Breaking the Cycle: Financial Planning, Family Influences, and Building Trust (Ep 37) · 31 min.Have you ever wondered how your financial habits were shaped? This episode of Life Isn’t Lived on a Spreadsheet unpacks the profound impact of family influences on financial…
- Behavioral Finance and Custom Solutions for Retirement (Ep 36) · 27 min.Are you ready to rethink how you plan for retirement? This episode of Life Isn’t Lived on a Spreadsheet dives deep into why your unique story, values, and objectives matter more…
- Should I Pay Off My Mortgage? (Ep 35) · 26 min.Being unsure whether to pay off your mortgage or not — that’s a good problem to have! It means you’ve built up significant savings and have options. While being debt-free is…
- Having a Purpose-Filled Routine in Retirement (Ep 34) · 27 min.This will be a deeper-dive into an essential but often overlooked part of retirement planning — how you’ll spend your time. Financial security is important, but having a…
- Understanding Healthy Conflict (Ep 33) · 24 min.Welcome to Life Isn’t Lived on a Spreadsheet, where we explore the stories behind the numbers and dive deep into the personal side of financial planning. In today’s episode, Ryan…
- The Retirement Equation: Mastering Asset Allocation for a Secure Future (Ep 32) · 16 min.Welcome to Life Isn’t Lived on a Spreadsheet. This podcast dives into the personal side of financial planning—because your life isn’t just numbers and charts. Today, Alec Quaid…
- The Retirement Equation: Planning for Longevity and Lasting Income (Ep 31)How long will your retirement savings need to last? Welcome to “Life Isn’t Lived on a Spreadsheet,” the podcast where we challenge conventional retirement planning. Join Alec…
- Unlocking Retirement: Tax Strategies That Make a Difference (Ep 30) · 30 min.Welcome to Life Isn’t Lived on a Spreadsheet! In this episode, Ryan Poterack, Wealth Manager and CEO of Poterack Capital Advisory, along with co-host Charrise McCrorey dive deep…
- Navigating Financial Strategies and Emotions (Ep.29) · 30 min.Welcome to Life Isn’t Lived on a Spreadsheet, where we delve into the stories that shape our financial futures! In this episode, Ryan Poterack and his partner Alec Quaid tackle…
- Exploring Medicare Part A, B, C, D: A Beginner’s Guide With Amy Green (Ep.28) · 31 min.Retiring before age 65 and unsure about your health insurance choices? This episode is here to clarify your options. Let’s discover how to secure optimal health insurance before…
- Building a Trusting Relationship with Your Financial Advisor (Ep.27) · 27 min.Let’s discover how frequent, personalized communication can make a significant impact on your retirement planning. In this episode, Ryan Poterack sheds light on the unparalleled…
- Raising Kids to Make Smart Money Choices (Ep.26) · 25 min.How early should you start talking to your kids about money? Here’s how you can raise financially savvy children from toddlerhood through their teenage years. Join Alec Quaid as…
- Navigating Pre-Retirement Anxiety & Finding The Right Financial Advisor (Ep.25) · 23 min.Traditional number-crunching fails to address the anxiety and personal aspects of retirement. That’s why we’re emphasizing the importance of emotional intelligence in financial…
- Market Timing vs. Time in the Market & Other Market Volatility Concepts (Ep.24) · 26 min.Timing the market is often a perilous venture that can derail your long-term financial goals. Let’s discuss why maintaining your investment strategy during uncertain times is…
- Financial Planning with AI & Maintaining Human Empathy in a Digital Age (Ep.23) · 18 min.While AI is transforming many industries, when it comes to financial planning, nothing can replace the human touch. Alec Quaid discusses the growing role of AI in financial…
- Maximizing Your Social Security: Timing, Taxes, and Techniques (Ep.22) · 23 min.Understanding Social Security intricacies can significantly amplify your retirement benefits, ensuring you navigate these golden years with greater ease and security. Alec Quaid…
- Asking the Tough Questions & the Role of Critical Thinking in Financial Planning (Ep.21) · 21 min.Discover how embracing life’s twists, turns, and triumphs can redefine your approach to financial planning and personal growth. Learn from Ryan Poterack’s journey—spanning three…
- When to Hire a Wealth Manager & Other Insights for Young Investors (Ep.20) · 20 min.Are you navigating financial planning as a young professional or gearing up for retirement? Alec Quaid sheds light on the common misconceptions about wealth management among…
- Unveiling the Hidden Costs in Your Investments (Ep.19) · 23 min.Let’s talk about the fees involved with investing your money, even those pesky hidden ones. Ryan Poterack is discussing the importance of understanding fees in investments and…
