Life Isn’t Lived on a Spreadsheet

The Retirement Equation: Mastering Asset Allocation for a Secure Future (Ep 32)

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Welcome to Life Isn’t Lived on a Spreadsheet. This podcast dives into the personal side of financial planning—because your life isn’t just numbers and charts. Today, Alec Quaid, Certified Financial Planner and Wealth Manager at Poterack Capital Advisory, takes us through variable two of the retirement equation: asset allocation.

In this episode, Alec explores:

  • Why simplifying retirement income planning is key to clarity and confidence.
  • How small changes in assumptions can significantly impact your retirement outcomes.
  • The importance of balancing risk and return in your portfolio.
  • Why your money must outpace inflation and support sustainable withdrawals.
  • Real estate’s role in retirement, from appreciation to rental income.

    • Learn how a conservative, straightforward approach to financial planning can help you feel prepared for the long term while staying flexible in the short term.

    Tune in to discover why proactive, personalized retirement planning is the best way to achieve peace of mind and long-term success. Hit follow to stay updated on future episodes!

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    Life Isn’t Lived on a SpreadsheetBy Ryan Poterack