Life Isn’t Lived on a Spreadsheet

Life Isn’t Lived on a Spreadsheet


Navigating Financial Strategies and Emotions (Ep.29)

September 25, 2024

Welcome to Life Isn’t 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 emotional aspects of retirement planning, especially as we approach an election year that can stir anxiety among investors.


Join us as we explore how your personal experiences and values play a crucial role in shaping your financial decisions, and why understanding this is essential for achieving your ideal retirement.


In this episode, we’ll cover:



  • The psychological impact of upcoming elections on investment strategies.
  • Why personal stories matter more than spreadsheets in financial planning.
  • The interplay between financial media and market reactions during election cycles.
  • Historical examples of market behavior during turbulent political times.
  • Practical strategies to manage financial fears and expectations.

This episode offers valuable insights that go beyond numbers, aiming to inspire and motivate you to approach retirement with confidence and clarity.


Don’t miss this opportunity to discover how to take control of your financial future in a world filled with uncertainty. Tune in now to find out how you can thrive during your golden years!