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

Lets 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

How early should you start talking to your kids about money? Heres how you can raise financially savvy children from toddlerhood through their teenage years. Join Alec Quaid as he explores the right