| Publishes | Daily or near-daily | Episodes | 38 | Founded | N/A |
|---|---|---|---|---|---|
| Number of Listeners | Category | Business | |||
Breaking Down the Retirement Equation (Ep 38)
Thu Mar 06 2025
Welcome to another insightful episode of Life Isn’t Lived on a Spreadsheet! This week, host Alec Quaid, Certified Financial Planner ™ dives deep into the essential components of retirement income planning. Retirement is about more than just financial projections—it’s about living your best life with confidence and clarity. Join us as we unravel the complexities … Read More Read More
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Welcome to Life Isn’t Lived on a Spreadsheet with Ryan Poterack from Poterack Capital Advisory. You have unique values, objectives, fears, life experiences, and biases. Any financial professional who ignores or minimizes the importance of "your story" may not be able to help you achieve your ideal outcomes or hit your goals. <br /><br />It’s time to experience the PCA difference!<br /><br />In this podcast, we help business executives, soon-to-be-retirees, and solutions-based individuals, overcome the anxiety leading up to their upcoming years. We do this by initiating in-depth discussions about the financial aspects of retirement, like tax planning and asset allocation, alongside (and often overlooked) personal and lifestyle aspects. <br /><br />Join us for this journey where we explore retirement from a contrarian point of view as Ryan draws from years of expertise and guest experts to help you explore the true purpose of your money in retirement and the impact you want to make
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