Tag: Poterack Capital Advisory
Navigating Financial Strategies and Emotions (Ep.29)

Navigating Financial Strategies and Emotions (Ep.29)

By |

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!

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
Growth by Mistakes: Learning & Embracing Missteps (Ep. 6)

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

By |

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:

Connect with Ryan Poterack: 

Connect with Poterack Capital Advisory: 

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
Unleashing Your Financial Potential: The Story Behind Poterack Capital Advisory (PCA) (Ep. 2)

Unleashing Your Financial Potential: The Story Behind Poterack Capital Advisory (PCA) (Ep. 2)

By |

It’s no secret that there’s a strong connection between psychology and finances.

In this episode, Ryan Poterack explains how Poterack Capital Advisory has evolved since he initially built the company. He highlights PCA’s unique aspects, such as being a virtual firm, its thorough discovery process, and its approach to holistic and comprehensive planning.

Ryan also sheds light on the steps his firm takes to assess potential clients and the importance of taking a long-term view while providing personalized solutions. 

Ryan discusses: 

  • Poterack Capital Advisory’s history: How long they’ve been in business, ways they have and continue to enhance their approach to serve clients, and how they differ from industry competitors
  • Some shaping moments he has had throughout his career
  • The firm’s ideal client base
  • What you can expect as a new PCA client
  • And more!

Resources:

Connect with Ryan Poterack: 

Connect with Poterack Capital Advisory: 

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
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)

By |

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.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More