Making mistakes can be discouraging and even embarrassing at times. But the key to personal and professional growth lies in embracing mistakes! In this episode, Ryan Poterack helps you look past your mistakes and turn negative experiences into valuable life lessons. Ryan discusses: The importance of personal responsibility and embracing mistakes (but not repeated mistakes!) …
What’s the difference between tax preparation and tax planning? Believe it or not, knowing the difference can help you navigate (the often dreaded) tax season! In this episode, Ryan Poterack reveals why tax planning is a year-round process. He talks about the contrast between tax preparation and tax planning while emphasizing the value of taking …
When it comes to managing our finances, seeking support from a professional advisor can save us from many costly mistakes. In this episode, Ryan Poterack uncovers the importance of finding the right financial professional and the concept of comprehensive planning. Ryan stresses the value of gathering quantitative and qualitative information from clients while providing them …
We often make financial decisions based on our biases and life experiences. Would you agree? In this episode, Ryan Poterack highlights the importance of understanding our relationship with money and emphasizes the need to question societal expectations and consider alternative perspectives when it comes to financial strategies. Ryan also shares his approach to uncovering biases …
It’s no secret that there’s a strong connection between psychology and finances. In this episode, Ryan Poterack explains how Poterack Capital Advisory has evolved since he initially built the company. He highlights PCA’s unique aspects, such as being a virtual firm, its thorough discovery process, and its approach to holistic and comprehensive planning. Ryan also …
It’s time to stop living your life through spreadsheets and static plans and start focusing on what really matters. Introducing Life Isn’t Lived On a Spreadsheet with your host, Ryan Poterack from Poterack Capital Advisory 🎉 In the inaugural episode, Ryan sheds light on his career in financial services, his passion for helping individuals and …
Welcome to Life Isn’t Lived on a Spreadsheet with Ryan Poterack from Poterack Capital Advisory. You have unique values, objectives, fears, life experiences, and biases. Any financial professional who ignores or minimizes the importance of “your story” may not be able to help you achieve your ideal outcomes or hit your goals. It’s time to …