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 appealing to many, there are practical reasons to consider keeping your mortgage. Let’s take a look at both sides. Paying Off Your Mortgage Paying …
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 purpose-filled routine is just as vital. Things to Consider: Before you take the leap, try some “test drives” to find your ideal retirement routine. Unstructured Days: Try …
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 Poterack and Charrise McCrorey challenge the traditional view of retirement and offer a fresh perspective on making the most of your golden years. Whether you’re …
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, Certified Financial Planner and Wealth Manager at Poterack Capital Advisory, takes us through variable two of the retirement equation: asset allocation. In this episode, Alec explores: Why …
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 Quaid, Certified Financial Planner and Wealth Manager at Poterack Capital Advisory, as he kicks off a deep-dive mini-series on “The Retirement Equation.” Discover a fresh, holistic perspective on …
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 into the often-overlooked world of tax strategies that can significantly impact your retirement planning. It’s time to shift your perspective on how to use your money effectively during …
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 the often-overlooked emotional aspects of retirement planning, especially as we approach an election year that can stir anxiety among investors. Join us as we explore …
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 hitting Medicare age 65 and gain clarity on the Affordable Care Act, COBRA, and more with expert insights. Alec Quaid joins health insurance expert Amy Green of …
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 importance of building a personalized relationship between advisors and clients. By focusing on both the financial and personal aspects, PCA helps soon-to-be retirees overcome pre-retirement anxiety with insightful tax planning …
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 he explores the right age and methods to start teaching your kids about money. From handling allowances and chores to discussing the value of investments, Alec …