October 2023 – Life Isn't Lived On a Spreadsheet

Growth by Mistakes: Learning & Embracing Missteps (Ep. 6)

By Poterack Captial Advisory | October 24, 2023

Making mistakes can be discouraging and even embarrassing at times.

But the key to personal and professional growth lies in embracing mistakes!

In this episode, Ryan Poterack helps you look past your mistakes and turn negative experiences into valuable life lessons.

Ryan discusses:

The importance of personal responsibility and embracing mistakes (but not repeated mistakes!)
How faith has helped him overcome fear and improve his relationships
How to approach circumstances that are out of your control
Guiding clients to untangle past baggage and embrace what’s best for them now
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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Let’s Talk About Tax Planning & How It Can Enhance Your Retirement Savings (Ep. 5)

By Poterack Captial Advisory | October 10, 2023

What’s the difference between tax preparation and tax planning?

Believe it or not, knowing the difference can help you navigate (the often dreaded) tax season!

In this episode, Ryan Poterack reveals why tax planning is a year-round process. He talks about the contrast between tax preparation and tax planning while emphasizing the value of taking proactive steps for your future tax years.

Ryan discusses:

Reasons you should pay your taxes as soon as you get them
The options available when you need help with your taxes
The advantages of paying taxes through strategies like donor-advised funds and Roth conversions
His unique approach to tax refunds and checks
The importance of working with a wealth manager who focuses on tax planning and mitigation
And more!

Resources: