November 2023 – Life Isn't Lived On a Spreadsheet

Can We Have Too Much Money? Understanding The Purpose of Our Money (Ep. 8)

By Poterack Captial Advisory | November 21, 2023

“Your eyes are bigger than your belly.”

Have you heard this saying? (You eat too much of something good and end up feeling not-so-good afterward!)

Now, let’s apply it to our finances. Can we have too much money? How much is enough for retirement?

In this episode, Ryan Poterack discusses the purpose of money, focusing on its role during retirement. Ryan explains why wealth accumulation is not about greed but about maintaining a lifestyle and potentially giving back.

Ryan uncovers:

Tips on determining how much is enough for personal retirement goals and needs
The influence of social media on retirement expectations
Ways societal pressures influence people’s financial desires
The role of charitable giving in retirement and how to start creating a legacy plan
How listening to our personal needs and circumstances can help us know when is the right time to retire
And more!

Resources:

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

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Let’s Talk About Inflation: Its History, Modern Impact, and Possible Future Trajectory (Ep. 7)

By Poterack Captial Advisory | November 7, 2023

Like most things these days, inflation is getting politicized.

And the truth is that we all want a soft landing from it, regardless of who gets credit for it.

This week, Ryan Poterack explores recent inflation, its impact on the economy, and its relationship with higher interest rates. He also sheds light on the history of inflation and its effect on various sectors, including healthcare and education.

Ryan discusses:

The intricate relationship between inflation and interest rates
The gig economy and its impact on wages and inflation
An on-repeat question: Is inflation ever a ‘good thing’ for the economy and working citizens?
Ways to mitigate the risk of inflation impacting our asset allocation strategy
And more!

Resources: