Are you navigating financial planning as a young professional or gearing up for retirement? 

Alec Quaid sheds light on the common misconceptions about wealth management among young investors. Learn why starting early can be your biggest financial leverage, how to manage student debt without pausing your life, and why the decisions you make today matter more than you think. 

Plus, uncover investment strategies that go beyond the spreadsheet, ensuring your financial plans mature as beautifully as you do. 

Discussion points include:

• 
  
• Deciding when to engage a wealth manager  
  
• Effective management of student debt and its relationship with financial stability and future growth
  
• How understanding the power of time can transform your approach to retirement savings
  
• Constructing a personalized strategy that aligns with your values, objectives, and life situation 
  
• 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
  
• X (formerly Twitter): Poterack Capital Advisory
  
• 704-366-5776