September 2023 – Life Isn't Lived On a Spreadsheet

How To Find The Right Financial Professional? Here’s What You Need To Know (Ep. 4)

By Poterack Captial Advisory | September 26, 2023

When it comes to managing our finances, seeking support from a professional advisor can save us from many costly mistakes.

In this episode, Ryan Poterack uncovers the importance of finding the right financial professional and the concept of comprehensive planning. Ryan stresses the value of gathering quantitative and qualitative information from clients while providing them with a holistic view of their financial situation and personal aspirations.

Listen in as Ryan addresses the challenges faced by ‘do-it-yourselfers’ and the benefits of establishing a fee-for-advice relationship with a financial professional.

Ryan discusses:

Reasons he gathers quantitative and qualitative client data
What ‘fiduciary’ means at Poterack Capital Advisory
The value of asking your advisor about their professional network (ranging from attorneys, CPAs, tax professionals, and beyond!)
Some of the roadblocks ‘do-it-yourselfers’ face when doing their own financial planning
And more!

Resources:

“Making it Count: Life Isn’t Lived On a Spreadsheet” by Ryan Poterack

Connect with Ryan Poterack:

LinkedIn: Ryan Poterack

Connect with Poterack Capital Advisory:

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The Psychology of Saving: Developing Discipline for a Secure Financial Future (Ep. 3)

By Poterack Captial Advisory | September 12, 2023

We often make financial decisions based on our biases and life experiences.

Would you agree?

In this episode, Ryan Poterack highlights the importance of understanding our relationship with money and emphasizes the need to question societal expectations and consider alternative perspectives when it comes to financial strategies.

Ryan also shares his approach to uncovering biases and gut reactions towards different strategies while addressing common challenges he faces when helping clients.

Ryan discusses:

The role of societal expectations on our financial decisions and ways to mitigate their impact on our financial life
How to translate our ‘gut feelings’ when creating and building a financial plan
Ways he helps couples overcome financial biases (and some useful tips to overcome yours!)
The psychology of saving money and creating the discipline to ‘pay yourself first’
And more!

Resources: