Life Isn’t Lived on a Spreadsheet

About Life Isn’t Lived on a Spreadsheet

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. It’s time to experience the PCA difference! 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. 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 in your golden years.

Publisher

Ryan Poterack

Category

business

Language

en

Explicit

No

First episode

8 Aug 2023

Latest episode

6 Mar 2025

Latest episodes

39 episodes in the feed.

1. 

   6 Mar 2025

   Breaking Down the Retirement Equation (Ep 38)

   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

2. 

   20 Feb 2025

   Breaking the Cycle: Financial Planning, Family Influences, and Building Trust (Ep 37)

   Have you ever wondered how your financial habits were shaped? This episode of Life Isn’t Lived on a Spreadsheet unpacks the profound impact of family influences on financial decisions and how to navigate the complexities of building your financial future. Host Ryan Poterack of Poterack Capital Advisory shares personal insights, real-life stories, and practical advice … Read More Read More

3. 

   6 Feb 2025

   Behavioral Finance and Custom Solutions for Retirement (Ep 36)

   Are you ready to rethink how you plan for retirement? This episode of Life Isn’t Lived on a Spreadsheet dives deep into why your unique story, values, and objectives matter more than cookie-cutter financial advice. Join host Ryan Poterack of Poterack Capital Advisory as he challenges traditional financial planning and explores how behavioral finance and … Read More Read More

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

5.0 / 5

1 ratings

Podcast Authority Score: 18 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

25

Social presence

0

YouTube

0

Engagement

27