Tag: Retirement Income
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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Using Roth IRAs to Create a Tax-Efficient Retirement (Ep. 9)

Using Roth IRAs to Create a Tax-Efficient Retirement (Ep. 9)

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We’ve talked about the good, the bad, and the limitations of traditional 401(k)s. Now, we’re tackling the process of turning that traditional IRA into a Roth IRA. 

What does it take to do a Roth conversion, and is it right for you? 

In this episode, Ryan Poterack discusses the benefits and process of converting a traditional IRA into a Roth IRA. He explains the tax implications of both types of IRAs and the value of considering current and future income tax brackets when deciding to convert. 

Tune in as Ryan emphasizes the importance of critical thinking in financial planning, using specific examples to illustrate his points. 

Main talking points include: 

  • What are Roth IRA conversions and how to maximize its usage  
  • The tax implications of having an IRA conversion
  • The role Roth IRAs have in your unique retirement plan
  • The value of critical thinking skills when creating your financial plans
  • And more!

Resources:

Connect with Ryan Poterack: 

Connect with Poterack Capital Advisory: 

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