It’s time to stop living your life through spreadsheets and static plans and start focusing on what really matters.
Introducing Life Isn’t Lived On a Spreadsheet with your host, Ryan Poterack from Poterack Capital Advisory.
In the inaugural episode, Ryan sheds light on his career in financial services, his passion for helping individuals and families navigate the transition into retirement, and his firm’s approach to understanding each client’s unique set of goals and values.
Ryan also explores the role faith plays in his life and some of the inspiring reasons he decided to start this podcast.
Ryan discusses:
- His journey in financial services
- What faith and family truly mean to him and the roles they play in his personal and professional life
- His fresh perspective on financial planning: Ways he’s implementing his holistic approach to retirement planning
- Topics he will be covering in his podcast
- And more!
Related: How To Plan for a Military Retirement with General Michael Meese