Have you ever wondered how your financial habits were shaped? This episode of Life Isnt Lived on a Spreadsheet unpacks the profound impact of family influences on financial decisions and how to navig

Are you ready to rethink how you plan for retirement? This episode of Life Isnt Lived on a Spreadsheet dives deep into why your unique story, values, and objectives matter more than cookie-cutter fin

Being unsure whether to pay off your mortgage or not thats a good problem to have! It means youve built up significant savings and have options. While being debt-free is appealing to many, there a

This will be a deeper-dive into an essential but often overlooked part of retirement planning how youll spend your time. Financial security is important, but having a purpose-filled routine is just

Welcome to Life Isnt Lived on a Spreadsheet, where we explore the stories behind the numbers and dive deep into the personal side of financial planning. In todays episode, Ryan Poterack and Charrise

Welcome to Life Isnt Lived on a Spreadsheet. This podcast dives into the personal side of financial planningbecause your life isnt just numbers and charts. Today, Alec Quaid, Certified Financial Pl

How long will your retirement savings need to last? Welcome to Life Isnt Lived on a Spreadsheet, the podcast where we challenge conventional retirement planning. Join Alec Quaid, Certified Financia

Welcome to Life Isnt Lived on a Spreadsheet! In this episode, Ryan Poterack, Wealth Manager and CEO of Poterack Capital Advisory, along with co-host Charrise McCroreydive deep into the often-overloo

Welcome to Life Isnt 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 em

Retiring before age 65 and unsure about your health insurance choices? This episode is here to clarify your options. Lets discover how to secure optimal health insurance before hitting Medicare age