.png)
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.
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.
We explore retirement from a contrarian point of view as Ryan draws from years of expertise to help you explore the true purpose of your money in retirement and the impact you want to make in your golden years.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. Ed Slott is not affiliated with Private Advisor Group and does not endorse Private Advisor Group or any investment advisor representative associated with Private Advisor Group
.jpg)
Barron’s “Top 100 RIA Firms” is based on assets managed, technology spending, staff diversity, succession planning and other metrics. Investor experience and returns are not considered. Neither Private Advisor Group nor its financial advisors pay a fee to Barron’s in exchange for the ranking. Barron's publishes these rankings annually, most recently in September 2023.
Schedule a 30-minute Zoom to get acquainted with a PCA Wealth Manager. The focus of this discussion is for us to learn more about your unique objectives and life goals.
Schedule a Discussion
