June 2024 – Life Isn't Lived On a Spreadsheet

Financial Planning with AI & Maintaining Human Empathy in a Digital Age (Ep.23)

By Poterack Captial Advisory | June 18, 2024

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 with personal touch to provide comprehensive financial solutions.

Episode discussion points include:

How AI tools are speeding up tax and estate planning processes
Why the human element is irreplaceable in managing client emotions and behaviors
The potential future roles of AI in financial research and advisory
The unique PCA strategy of combining cutting-edge technology with personal client relationships
And more

Resources:

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

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LinkedIn: Ryan Poterack

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Maximizing Your Social Security: Timing, Taxes, and Techniques (Ep.22)

By Poterack Captial Advisory | June 4, 2024

Understanding Social Security intricacies can significantly amplify your retirement benefits, ensuring you navigate these golden years with greater ease and security.

Alec Quaid joins us to unravel the complexities of Social Security – how it’s calculated, impacted by marital status, and what potential future changes could mean for retirees. We delve into why so many find this topic bewildering and provide clear, actionable insights to demystify Social Security benefits.

Discussion points include:

How understanding the calculation of Social Security benefits can significantly impact your retirement comfort
Why marital status plays a crucial role in determining your Social Security benefits.
How future changes to Social Security could affect your retirement planning
Using the tool ssa.gov for a personalized overview of your projected Social Security benefits
And more

Resources: