Month: July 2024
Navigating Pre-Retirement Anxiety & Finding The Right Financial Advisor (Ep.25)

Navigating Pre-Retirement Anxiety & Finding The Right Financial Advisor (Ep.25)

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Traditional number-crunching fails to address the anxiety and personal aspects of retirement. That’s why we’re emphasizing the importance of emotional intelligence in financial planning. 

Ryan Poterack makes a compelling case for emotional intelligence as a crucial element in effective retirement planning. This episode also covers PCA’s unique client intake process, the importance of matching clients with advisors who resonate with their personal story, and why EQ can ease the anxiety of retirement. 

Episode discussion points include:

  • How emotional intelligence plays a key role in effective financial planning
  • PCA’s client intake process focusing on ensuring a perfect match between client and advisor
  • Personalized financial planning significantly reducing pre-retirement anxiety
  • The value of empathy and understanding in building a long-term financial advisory relationship
  • And more

Resources:

Connect with Ryan Poterack: 

Connect with Poterack Capital Advisory: 

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Market Timing vs. Time in the Market & Other Market Volatility Concepts (Ep.24)

Market Timing vs. Time in the Market & Other Market Volatility Concepts (Ep.24)

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Timing the market is often a perilous venture that can derail your long-term financial goals. Let’s discuss why maintaining your investment strategy during uncertain times is crucial for achieving financial stability.

Join us as we explore the dangers of market timing. Learn from Ryan Poterack’s extensive experience and gain valuable insights on why staying the course often yields better results than trying to predict short-term market movements. 

Ryan dives deep into the emotional and psychological aspects of investing, helping you understand the true value of a long-term investment strategy.

Episode discussion points include:

  • The unpredictability of market timing and its potential pitfalls
  • The importance of “time in the market” for long-term investment success
  • Real-world examples demonstrating the perils of reactive investing
  • Insights into emotional and psychological factors influencing investment decisions
  • And more

Resources:

Connect with Ryan Poterack: 

Connect with Poterack Capital Advisory: 

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