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)
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)
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)
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)
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)
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)
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)
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)
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)
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)
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.