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 … <a class="btn btn-default" href="https://lifeisntlivedonaspreadsheet.blubrry.net/2023/08/15/life-isnt-lived-on-a-spreadsheet-heres-why-with-ryan-poterack-ep-1/"> Read More Read More</a>

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 … Read More Read More

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 … <a href="https://lifeisntlivedonaspreadsheet.blubrry.net/2023/08/15/life-isnt-lived-on-a-spreadsheet-heres-why-with-ryan-poterack-ep-1/" rel="noopener noreferrer"> Read More Read More</a>

Life Isn’t Lived On a Spreadsheet: Here’s Why with Ryan Poterack (Ep.1)

Welcome to Life Isn’t Lived on a Spreadsheet with Ryan Poterack from Poterack Capital Advisory. You have unique values, objectives, fears, life experiences, and biases. Any financial professional who ignores or minimizes the importance of “your story” may not be able to help you achieve your ideal outcomes or hit your goals.   It’s time to experience the PCA difference!  In this podcast, we help business executives, soon-to-be-retirees, and solutions-based individuals, overcome the anxiety leading up to their upcoming years. We do this by initiating in-depth discussions about the financial aspects of retirement, like tax planning and asset allocation, alongside (and often overlooked) personal and lifestyle aspects.   Join us for this journey where we explore retirement from a contrarian point of view as Ryan draws from years of expertise and guest experts to help you explore the true purpose of your money in retirement and the impact you want to make in your golden years.

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Welcome to Life Isn’t Lived on a Spreadsheet with Ryan Poterack from Poterack Capital Advisory. You have unique values, objectives, fears, life experiences, and biases. Any financial professional who ignores or minimizes the importance of “your story” may not be able to help you achieve your ideal outcomes or hit your goals. It’s time to experience the PCA difference! In this podcast, we help business executives, soon-to-be-retirees, and solutions-based individuals, overcome the anxiety leading up to their upcoming years. We do this by initiating in-depth discussions about the financial aspects of retirement, like tax planning and asset allocation, alongside (and often overlooked) personal and lifestyle aspects. Join us for this journey where we explore retirement from a contrarian point of view as Ryan draws from years of expertise and guest experts to help you explore the true purpose of your money in retirement and the impact you want to make in your golden years.

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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)