Month: May 2024
Asking the Tough Questions & the Role of Critical Thinking in Financial Planning (Ep.21)

Asking the Tough Questions & the Role of Critical Thinking in Financial Planning (Ep.21)

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Discover how embracing life’s twists, turns, and triumphs can redefine your approach to financial planning and personal growth. 

Learn from Ryan Poterack’s journey—spanning three decades in the industry and personal challenges—that led to profound professional and personal development. This episode is a beacon for anyone looking to blend financial success with personal fulfillment.

Discussion points include:

  • The power of asking “dumb questions” for intellectual growth
  • How community involvement and mentorship can transform your personal and professional life
  • The value of adapting to changes within the financial industry and how it impacts personal financial planning
  • Adapting to industry changes and maintaining a forward-thinking mindset underpin long-term success in both life and financial planning
  • And more

Resources:

Connect with Ryan Poterack: 

Connect with Poterack Capital Advisory: 

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When to Hire a Wealth Manager & Other Insights for Young Investors (Ep.20)

When to Hire a Wealth Manager & Other Insights for Young Investors (Ep.20)

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Are you navigating financial planning as a young professional or gearing up for retirement? 

Alec Quaid sheds light on the common misconceptions about wealth management among young investors. Learn why starting early can be your biggest financial leverage, how to manage student debt without pausing your life, and why the decisions you make today matter more than you think. 

Plus, uncover investment strategies that go beyond the spreadsheet, ensuring your financial plans mature as beautifully as you do. 

Discussion points include:

  • Deciding when to engage a wealth manager  
  • Effective management of student debt and its relationship with financial stability and future growth
  • How understanding the power of time can transform your approach to retirement savings
  • Constructing a personalized strategy that aligns with your values, objectives, and life situation 
  • And more

Resources:

Connect with Ryan Poterack: 

Connect with Poterack Capital Advisory: 

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More