Financial Freedom – Life Isn't Lived On a Spreadsheet

Navigating Financial Strategies and Emotions (Ep.29)

By Poterack Captial Advisory | September 25, 2024

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:

The psychological impact of upcoming elections on investment strategies.
Why personal stories matter more than spreadsheets in financial planning.
The interplay between financial media and market reactions during election cycles.
Historical examples of market behavior during turbulent political times.
Practical strategies to manage financial fears and expectations.

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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Can We Have Too Much Money? Understanding The Purpose of Our Money (Ep. 8)

By Poterack Captial Advisory | November 21, 2023

“Your eyes are bigger than your belly.”

Have you heard this saying? (You eat too much of something good and end up feeling not-so-good afterward!)

Now, let’s apply it to our finances. Can we have too much money? How much is enough for retirement?

In this episode, Ryan Poterack discusses the purpose of money, focusing on its role during retirement. Ryan explains why wealth accumulation is not about greed but about maintaining a lifestyle and potentially giving back.

Ryan uncovers:

Tips on determining how much is enough for personal retirement goals and needs
The influence of social media on retirement expectations
Ways societal pressures influence people’s financial desires
The role of charitable giving in retirement and how to start creating a legacy plan
How listening to our personal needs and circumstances can help us know when is the right time to retire
And more!

Resources:

“Making it Count: Life Isn’t Lived On a Spreadsheet” by Ryan Poterack

Connect with Ryan Poterack:

LinkedIn: Ryan Poterack

Connect with Poterack Capital Advisory:

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How To Find The Right Financial Professional? Here’s What You Need To Know (Ep. 4)

By Poterack Captial Advisory | September 26, 2023

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 with a holistic view of their financial situation and personal aspirations.

Listen in as Ryan addresses the challenges faced by ‘do-it-yourselfers’ and the benefits of establishing a fee-for-advice relationship with a financial professional.

Ryan discusses:

Reasons he gathers quantitative and qualitative client data
What ‘fiduciary’ means at Poterack Capital Advisory
The value of asking your advisor about their professional network (ranging from attorneys, CPAs, tax professionals, and beyond!)
Some of the roadblocks ‘do-it-yourselfers’ face when doing their own financial planning
And more!

Resources: