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 …
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 planning. Ryan Poterack makes a compelling case for emotional intelligence as a crucial element in effective retirement planning. This episode also covers PCA’s unique client intake process, the importance of matching clients …
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 crucial for achieving financial stability. Join us as we explore the dangers of market timing. Learn from Ryan Poterack’s extensive experience and gain valuable insights on why staying the …
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 advisory services. He delves into the current applications of AI, like tax and estate planning efficiencies, and why human empathy remains crucial. Learn how PCA blends technology …