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.
Maximizing Your Social Security: Timing, Taxes, and Techniques (Ep.22)
Life Isn’t Lived on a Spreadsheet
22 minutes 52 seconds
1 year ago
Maximizing Your Social Security: Timing, Taxes, and Techniques (Ep.22)
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 into why so many … Read More Read More
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.
