Personal Growth – Life Isn't Lived On a Spreadsheet

Asking the Tough Questions & the Role of Critical Thinking in Financial Planning (Ep.21)

By Poterack Captial Advisory | May 21, 2024

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:

LinkedIn: Ryan Poterack

Connect with Poterack Capital Advisory:

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Growth by Mistakes: Learning & Embracing Missteps (Ep. 6)

By Poterack Captial Advisory | October 24, 2023

Making mistakes can be discouraging and even embarrassing at times.

But the key to personal and professional growth lies in embracing mistakes!

In this episode, Ryan Poterack helps you look past your mistakes and turn negative experiences into valuable life lessons.

Ryan discusses:

The importance of personal responsibility and embracing mistakes (but not repeated mistakes!)
How faith has helped him overcome fear and improve his relationships
How to approach circumstances that are out of your control
Guiding clients to untangle past baggage and embrace what’s best for them now
And more!

Resources: