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Behavioral Finance and Custom Solutions for Retirement (Ep 36)
Are you ready to rethink how you plan for retirement? This episode of Life Isn’t Lived on a
Spreadsheet dives deep into why your unique story, values, and objectives matter more than
cookie-cutter financial advice. Join host Ryan Poterack of Poterack Capital Advisory as he
challenges traditional financial planning and explores how behavioral finance and personalized
strategies can empower your golden years.
In this episode, we cover:
● The pitfalls of “one-size-fits-all” financial advice and why your story matters.
● Behavioral finance: How life experiences, biases, and fears shape financial decisions.
● Choosing between buying and leasing cars: A nuanced look at cash flow, flexibility, and
long-term goals.
● Real-world examples of tailoring investment strategies to individual needs, from risk
tolerance to portfolio design.
● The importance of asking the right questions to uncover your true financial objectives.
Gain actionable insights and fresh perspectives to help you approach retirement with
confidence. Whether you're an executive, soon-to-be retiree, or a goal-oriented professional,
this episode is packed with advice that breaks away from traditional approaches to financial
planning.
View all episodes
By Ryan PoterackAre you ready to rethink how you plan for retirement? This episode of Life Isn’t Lived on a
Spreadsheet dives deep into why your unique story, values, and objectives matter more than
cookie-cutter financial advice. Join host Ryan Poterack of Poterack Capital Advisory as he
challenges traditional financial planning and explores how behavioral finance and personalized
strategies can empower your golden years.
In this episode, we cover:
● The pitfalls of “one-size-fits-all” financial advice and why your story matters.
● Behavioral finance: How life experiences, biases, and fears shape financial decisions.
● Choosing between buying and leasing cars: A nuanced look at cash flow, flexibility, and
long-term goals.
● Real-world examples of tailoring investment strategies to individual needs, from risk
tolerance to portfolio design.
● The importance of asking the right questions to uncover your true financial objectives.
Gain actionable insights and fresh perspectives to help you approach retirement with
confidence. Whether you're an executive, soon-to-be retiree, or a goal-oriented professional,
this episode is packed with advice that breaks away from traditional approaches to financial
planning.