Let’s discover how frequent, personalized communication can make a significant impact on your retirement planning. In this episode, Ryan Poterack sheds light on the unparalleled importance of building a personalized relationship between advisors and clients. By focusing on both the financial and personal aspects, PCA helps soon-to-be retirees overcome pre-retirement anxiety with insightful tax planning …
How early should you start talking to your kids about money? Here’s how you can raise financially savvy children from toddlerhood through their teenage years. Join Alec Quaid as he explores the right age and methods to start teaching your kids about money. From handling allowances and chores to discussing the value of investments, Alec …
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 …
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 …
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 …
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 …
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 …
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 …
Let’s talk about the fees involved with investing your money, even those pesky hidden ones. Ryan Poterack is discussing the importance of understanding fees in investments and how they impact returns. Ryan emphasizes the significance of value over cost, highlighting that fees should be equated to the value and services provided. The discussion explores the …
Transferring or inheriting wealth is not as simple as something like “Venmo”. It should require a strategic wealth transfer plan. Let’s learn how to make one. Ryan Poterack is exploring the intricate world of inheritance and legacy planning with Certified Financial Planner, Alec Quaid. The discussion skillfully navigates the emotionally charged landscape of receiving an …