Tag: Holistic Financial Planning
Navigating Pre-Retirement Anxiety & Finding The Right Financial Advisor (Ep.25)

Navigating Pre-Retirement Anxiety & Finding The Right Financial Advisor (Ep.25)

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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:

  • How emotional intelligence plays a key role in effective financial planning
  • PCA’s client intake process focusing on ensuring a perfect match between client and advisor
  • Personalized financial planning significantly reducing pre-retirement anxiety
  • The value of empathy and understanding in building a long-term financial advisory relationship
  • And more

Resources:

Connect with Ryan Poterack: 

Connect with Poterack Capital Advisory: 

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When to Hire a Wealth Manager & Other Insights for Young Investors (Ep.20)

When to Hire a Wealth Manager & Other Insights for Young Investors (Ep.20)

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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:

  • Deciding when to engage a wealth manager  
  • Effective management of student debt and its relationship with financial stability and future growth
  • How understanding the power of time can transform your approach to retirement savings
  • Constructing a personalized strategy that aligns with your values, objectives, and life situation 
  • And more

Resources:

Connect with Ryan Poterack: 

Connect with Poterack Capital Advisory: 

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Unveiling the Hidden Costs in Your Investments (Ep.19)

Unveiling the Hidden Costs in Your Investments (Ep.19)

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Let’s talk about the fees involved with investing your money, even those pesky hidden ones.

Ryan Poterack is discussing the importance of understanding fees in investments and how they impact returns. Ryan emphasizes the significance of value over cost, highlighting that fees should be equated to the value and services provided. 

The discussion explores the various types of fees, including visible ones like advisory fees and expense ratios, and hidden costs like trading fees and turnover expenses.

Episode discussion points include:

  • The various fees in financial management & related fees to the value provided by advisors
  • Behavioral coaching helping people make informed, rational decisions amid market uncertainties and emotional triggers
  • The benefits of seeking professional help & the value of time, desire, and knowledge that a wealth manager can provide to enhance investment strategies
  • Why fees are not necessarily small and how they can impact investment returns significantly
  • 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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