We often make financial decisions based on our biases and life experiences.

Would you agree?

In this episode, Ryan Poterack highlights the importance of understanding our relationship with money and emphasizes the need to question societal expectations and consider alternative perspectives when it comes to financial strategies. 

Ryan also shares his approach to uncovering biases and gut reactions towards different strategies while addressing common challenges he faces when helping clients.

Ryan discusses: 

• The role of societal expectations on our financial decisions and ways to mitigate their impact on our financial life
  
• How to translate our ‘gut feelings’ when creating and building a financial plan
  
• Ways he helps couples overcome financial biases (and some useful tips to overcome yours!)
  
• The psychology of saving money and creating the discipline to ‘pay yourself first’
  
• And more!
  

Resources:

• “Making it Count: Life Isn’t Lived On a Spreadsheet” by Ryan Poterack
  

Connect with Ryan Poterack: 

• LinkedIn: Ryan Poterack
  

Connect with Poterack Capital Advisory: 

• Poterack Capital Advisory
  
• Meet the team at Poterack Capital Advisory
  
• LinkedIn: Poterack Capital Advisory
  
• Facebook: Poterack Capital Advisory
  
• Twitter (X): Poterack Capital Advisory
  
• 704-366-5776