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Welcome to Life Isn’t Lived on a Spreadsheet, where we delve into the stories that shape our financial futures! In this episode, Ryan Poterack and his partner Alec Quaid tackle the often-overlooked emotional aspects of retirement planning, especially as we approach an election year that can stir anxiety among investors.
Join us as we explore how your personal experiences and values play a crucial role in shaping your financial decisions, and why understanding this is essential for achieving your ideal retirement.
In this episode, we’ll cover:
This episode offers valuable insights that go beyond numbers, aiming to inspire and motivate you to approach retirement with confidence and clarity.
Don’t miss this opportunity to discover how to take control of your financial future in a world filled with uncertainty. Tune in now to find out how you can thrive during your golden years!
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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 and asset allocation strategies.
Key episode discussion points include:
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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 shares real-life examples and actionable insights that every parent can use.
Episode discussion points include:
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Connect with Alec Quaid
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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:
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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:
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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 with personal touch to provide comprehensive financial solutions.
Episode discussion points include:
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Connect with Ryan Poterack:
Connect with Poterack Capital Advisory:
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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 find this topic bewildering and provide clear, actionable insights to demystify Social Security benefits.
Discussion points include:
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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:
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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 more than you think.
Plus, uncover investment strategies that go beyond the spreadsheet, ensuring your financial plans mature as beautifully as you do.
Discussion points include:
Resources:
Connect with Ryan Poterack:
Connect with Poterack Capital Advisory:
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