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

Traditional number-crunching fails to address the anxiety and personal aspects of retirement. Thats why were emphasizing the importance of emotional intelligence in financial planning. Ryan Poterac

Timing the market is often a perilous venture that can derail your long-term financial goals. Lets discuss why maintaining your investment strategy during uncertain times is crucial for achieving fin

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 delve