Life Isn’t Lived on a Spreadsheet
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.
Episodes
Welcome to another insightful episode of Life Isn’t Lived on a Spreadsheet! This week, host
Alec Quaid, Certified Financial Planner 
dives deep into the essential components of retirement
income planning. Retirement is about more than just financial projections—it’s about living your
best life with co...
Have you ever wondered how your financial habits were shaped? This episode of Life Isn’t
Lived on a Spreadsheet unpacks the profound impact of family influences on financial decisions
and how to navigate the complexities of building your financial future. Host Ryan Poterack of
Poterack Capital Advisory shares personal insights, real-life stories, and practical advice for
overcoming generational patterns and fostering financial lite...
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 cove...
Being unsure whether to pay off your mortgage or not — that’s a good problem to have! It means you’ve built up significant savings and have options.
While being debt-free is appealing to many, there are practical reasons to consider keeping your mortgage. Let’s take a look at both sides.
Paying Off Your Mortgage
Paying off your mortgage can offer peace of mind, a sense of accomplishment, and a guaranteed return equivalent to ...
This will be a deeper-dive into an essential but often overlooked part of retirement planning — how you’ll spend your time.
Financial security is important, but having a purpose-filled routine is just as vital.
Things to Consider:
- Before you take the leap, try some “test drives” to find your ideal retirement routine.
- Unstructured Days: Try vacation days with no plans; reflect on how you feel about the flexibility.
- New Ho...
Welcome to Life Isn’t Lived on a Spreadsheet, where we explore the stories behind the numbers and dive deep into the personal side of financial planning. In today’s episode, Ryan Poterack and Charrise McCrorey challenge the traditional view of retirement and offer a fresh perspective on making the most of your golden years.
Whether you’re preparing to retire or simply looking for ways to plan for a fulfilling future, this epi...
How long will your retirement savings need to last? Welcome to “Life Isn’t Lived on a Spreadsheet,” the podcast where we challenge conventional retirement planning. Join Alec Quaid, Certified Financial Planner and Wealth Manager at Poterack Capital Advisory, as he kicks off a deep-dive mini-series on “The Retirement Equation.” Discover a fresh, holistic perspective on retirement that factors in more th...
Welcome to Life Isn’t Lived on a Spreadsheet! In this episode, Ryan Poterack, Wealth Manager and CEO of Poterack Capital Advisory, along with co-host Charrise McCrorey dive deep into the often-overlooked world of tax strategies that can significantly impact your retirement planning. It’s time to shift your perspective on how to use your money effectively during your golden years.
Join us as ...
Welcome to Life Isn’t Lived on a Spreadsheet, where we delve into the stories that shape our financial futures! In this episode, Ryan Poterack and his partner Alec Quaid tackle the often-overlooked emotional aspects of retirement planning, especially as we approach an election year that can stir anxiety among investors.
Join us as we explore how your personal experiences and values play a crucial role in shaping your financia...
Retiring before age 65 and unsure about your health insurance choices? This episode is here to clarify your options.
Let’s discover how to secure optimal health insurance before hitting Medicare age 65 and gain clarity on the Affordable Care Act, COBRA, and more with expert insights.
Alec Quaid joins health insurance exper...
Let’s discover how frequent, personalized communication can make a significant impact on your retirement planning.
In this episode, Ryan Poterack sheds light on the unparalleled importance of building a personalized relationship between advisors and clients. By focusing on both the financial and personal aspects, PCA helps soon-to-be retirees overcome pre-retire...
How early should you start talking to your kids about money? Here’s how you can raise financially savvy children from toddlerhood through their teenage years.
Join Alec Quaid as he explores the right age and methods to start teaching your kids about money. From handling allowances and chores to discussing the value of investments, Alec shares real-life examples ...
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 intak...
Timing the market is often a perilous venture that can derail your long-term financial goals. Let’s discuss why maintaining your investment strategy during uncertain times is crucial for achieving financial stability.
Join us as we explore the dangers of market timing. Learn from Ryan Poterack’s extensive experience and gain valuable insights on why staying the ...
While AI is transforming many industries, when it comes to financial planning, nothing can replace the human touch.
Alec Quaid discusses the growing role of AI in financial advisory services. He delves into the current applications of AI, like tax and estate planning efficiencies, and why human empathy remains crucial.
Lea...
Understanding Social Security intricacies can significantly amplify your retirement benefits, ensuring you navigate these golden years with greater ease and security.
Alec Quaid joins us to unravel the complexities of Social Security – how it’s calculated, impacted by marital status, and what potential future changes could mean for retirees. We delve...
Discover how embracing life’s twists, turns, and triumphs can redefine your approach to financial planning and personal growth.
Learn from Ryan Poterack’s journey—spanning three decades in the industry and personal challenges—that led to profound professional and personal development. This episode is a beacon for anyone looking to blend financial success ...
Are you navigating financial planning as a young professional or gearing up for retirement?
Alec Quaid sheds light on the common misconceptions about wealth management among young investors. Learn why starting early can be your biggest financial leverage, how to manage student debt without pausing your life, and why the decisions you make today matter more than...
Let’s talk about the fees involved with investing your money, even those pesky hidden ones.
Ryan Poterack is discussing the importance of understanding fees in investments and how they impact returns. Ryan emphasizes the significance of value over cost, highlighting that fees should be equated to the value and services provided.
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