Let’s 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 a personalized relationship between advisors and clients. By focusing on both the financial and personal aspects, PCA helps soon-to-be retirees overcome pre-retirement anxiety with insightful tax planning and asset allocation strategies. 

Key episode discussion points include:

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• Building a candid relationship through frequent, personalized communication is key to successful financial planning
  
• Recognizing and addressing individual client stories, fears, and biases can lead to better financial outcomes
  
• The importance of tailored tax planning based on each client’s unique financial situation.
  
• Frequent, personalized communication helps in understanding the client’s real needs and objectives, reducing the risk of misalignment
  

Resources:

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

Connect with Ryan Poterack: 

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• LinkedIn: Ryan Poterack
  

Connect with Poterack Capital Advisory: 

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• 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