Tag: Financial Plan
The Psychology of Saving: Developing Discipline for a Secure Financial Future (Ep. 3)

The Psychology of Saving: Developing Discipline for a Secure Financial Future (Ep. 3)

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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 and gut reactions towards different strategies while addressing common challenges he faces when helping clients.

Ryan discusses: 

  • The role of societal expectations on our financial decisions and ways to mitigate their impact on our financial life
  • How to translate our ‘gut feelings’ when creating and building a financial plan
  • Ways he helps couples overcome financial biases (and some useful tips to overcome yours!)
  • The psychology of saving money and creating the discipline to ‘pay yourself first’
  • And more!

Resources:

Connect with Ryan Poterack: 

Connect with Poterack Capital Advisory: 

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Life Isn’t Lived On a Spreadsheet: Here’s Why with Ryan Poterack (Ep.1)

Life Isn’t Lived On a Spreadsheet: Here’s Why with Ryan Poterack (Ep.1)

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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 families navigate the transition into retirement, and his firm’s approach to understanding each client’s unique set of goals and values.

Ryan also explores the role faith plays in his life and some of the inspiring reasons he decided to start this podcast. 

Ryan discusses: 

  • His journey in financial services
  • What faith and family truly mean to him and the roles they play in his personal and professional life 
  • His fresh perspective on financial planning: Ways he’s implementing his holistic approach to retirement planning
  • Topics he will be covering in his podcast
  • And more!

Resources:

Connect with Ryan Poterack: 

Connect with Poterack Capital Advisory: 

About Your Host:

Ryan Poterack is passionate about problem-solving. There are no magic bullets or one-size-fits-all solutions. Customized solutions start with more facts, questions, and listening. Everyone has unique life experiences, personal objectives, and biases and doesn’t know what they do not know. Coordinating qualitative and quantitative client information is essential to fiduciary recommendations.

As CEO & Wealth Manager at Poterack Capital Advisory, Ryan leads a virtual firm focused on helping highly paid executives to optimize tax efficiency and manage their wealth so they can enjoy their best life and create a financial legacy.

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