Saving Money – Life Isn't Lived On a Spreadsheet

What Wealth Management Is Vs. What People Think It Is With Alec Quaid (Ep.14)

By Poterack Captial Advisory | February 13, 2024

You’ve got your finance guy or gal who manages your investments, but is that truly all they do?

It’s time for Ryan Poterack and Alec Quaid from Poterack Capital Advisory to discuss holistic wealth management, stressing the need to understand your unique values and life goals.

The conversation covers the importance of comprehensive financial planning over limited product offerings, client education, and the significance of open communication to debunk industry myths.

These two professionals share rewarding experiences of assisting clients through major life events and the value of trust in client relationships.

Discussion points include:

The difference between comprehensive & limited financial advice
Breaking down some industry stereotypes, frustrations, and misconceptions
The rewarding moments of being a financial professional
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:

Connect with Alec Quaid, CFP®

LinkedIn: Alec Quaid, CFP®

About our Guest:

Alec is a Certified Financial Planner™ Professional who is dedicated to serving people through the platform of financial planning. He takes great pride in helping people accomplish their goals and enjoys helping his clients gain confidence in their financial futures. He is very passionate about educating consumers on the key things to look for in an advisor and also the things that should be cause for concern. Alec has been featured in multiple national publications such as the Wall Street Journal, Forbes, InvestmentNews, and MarketWatch. He serves with multiple organizations including at his local church, Board Member with the Colorado Financial Planning Association, Committee Chair at the Aurora Chamber of Commerce, and as a member and speaker with the nonprofit RoadMap for Aging.

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Let’s Talk About Tax Planning & How It Can Enhance Your Retirement Savings (Ep. 5)

By Poterack Captial Advisory | October 10, 2023

What’s the difference between tax preparation and tax planning?

Believe it or not, knowing the difference can help you navigate (the often dreaded) tax season!

In this episode, Ryan Poterack reveals why tax planning is a year-round process. He talks about the contrast between tax preparation and tax planning while emphasizing the value of taking proactive steps for your future tax years.

Ryan discusses:

Reasons you should pay your taxes as soon as you get them
The options available when you need help with your taxes
The advantages of paying taxes through strategies like donor-advised funds and Roth conversions
His unique approach to tax refunds and checks
The importance of working with a wealth manager who focuses on tax planning and mitigation
And more!

Resources: