Breaking the Cycle: Financial Planning, Family Influences, and Building Trust (Ep 37)
Have you ever wondered how your financial habits were shaped? This episode of Life Isn’t
Lived on a Spreadsheet unpacks the profound impact of family influences on financial decisions
and how to navigate the complexities of building your financial future. Host Ryan Poterack of
Poterack Capital Advisory shares personal insights, real-life stories, and practical advice for
overcoming generational patterns and fostering financial literacy.
In this episode, we explore:
● The role of family upbringing in shaping financial habits and decision-making.
● Why young people often lack role models in financial planning and how to change that.
● The importance of trust and relationships in seeking financial guidance.
● Real strategies for introducing financial literacy to children and grandchildren.
● Insights into estate planning and having those tough but essential family conversations.
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