Life Isn’t Lived on a Spreadsheet

Life Isn’t Lived on a Spreadsheet


Latest Episodes

Exploring Medicare Part A, B, C, D: A Beginner’s Guide With Amy Green (Ep.28)
September 11, 2024

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

Building a Trusting Relationship with Your Financial Advisor (Ep.27)
August 27, 2024

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

Raising Kids to Make Smart Money Choices (Ep.26)
August 08, 2024

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

Navigating Pre-Retirement Anxiety & Finding The Right Financial Advisor (Ep.25)
July 16, 2024

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

Market Timing vs. Time in the Market & Other Market Volatility Concepts (Ep.24)
July 02, 2024

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

Financial Planning with AI & Maintaining Human Empathy in a Digital Age (Ep.23)
June 18, 2024

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

Maximizing Your Social Security: Timing, Taxes, and Techniques (Ep.22)
June 04, 2024

Understanding Social Security intricacies can significantly amplify your retirement benefits, ensuring you navigate these golden years with greater ease and security. Alec Quaid joins us to unravel th

Asking the Tough Questions & the Role of Critical Thinking in Financial Planning (Ep.21)
May 21, 2024

Discover how embracing lifes twists, turns, and triumphs can redefine your approach to financial planning and personal growth. Learn from Ryan Poteracks journeyspanning three decades in the indust

When to Hire a Wealth Manager & Other Insights for Young Investors (Ep.20)
May 07, 2024

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 wh

Unveiling the Hidden Costs in Your Investments (Ep.19)
April 23, 2024

Lets talk about the fees involved with investing your money, even those pesky hidden ones. Ryan Poterack is discussing the importance of understanding fees in investments and how they impact returns.