Asking the Tough Questions & the Role of Critical Thinking in Financial Planning (Ep.21)
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 include:
- The power of asking “dumb questions” for intellectual growth
- How community involvement and mentorship can transform your personal and professional life
- The value of adapting to changes within the financial industry and how it impacts personal financial planning
- Adapting to industry changes and maintaining a forward-thinking mindset underpin long-term success in both life and financial planning
- And more
Resources:
- “Making it Count: Life Isn’t Lived On a Spreadsheet” by Ryan Poterack
Connect with Ryan Poterack:
Connect with Poterack Capital Advisory:
- Poterack Capital Advisory
- Meet the team at Poterack Capital Advisory
- LinkedIn: Poterack Capital Advisory
- Facebook: Poterack Capital Advisory
- X (formerly Twitter): Poterack Capital Advisory
- 704-366-5776
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