On this recording of Making It Count, Ryan Poterack and host Will Bumgarner discuss the recent stock market growth. Everyone is loving it, but how long will it last?
On this recording of Making It Count, Ryan Poterack and host Will Bumgarner continue their discussion of Ryan’s 1st book. We encourage you to listen – they discuss pros and cons of home ownership, how all debt is not created equal, and the emotional aspect people bring into their financial decisions.
On this recording of Making It Count, Ryan Poterack and host Will Bumgarner discuss Ryan’s 1st book. They delve into what Ryan really means when he says “life isn’t lived on a spreadsheet” and how you can recognize if you’ve been “shoulding” all over yourself.
On this episode of Making It Count, Ryan Poterack breaks down some conspiracy theories related to money, banking, and taxes with host Will Bumgarner and guest speaker Professor VanLear. Part 1 of a 2-part series.
On today’s episode of Making It Count, Ryan Poterack breaks down the reality of financial stress. Financial Stress can affect your health, marriage, and mental well-being; it’s important to speak about it and learn from it!
On today’s episode of Making It Count, Ryan Poterack and guest speaker Professor Van Lear break down fiscal policy and its effect on the economy.
On today’s episode of Making It Count, Ryan Poterack discusses 401K plans and how to evaluate if they are right for you and your life goals.
On this week’s episode, financial advisor Ryan Poterack talks about his work advising financial advisors and the economy under Donald Trump.
Ryan discusses strategies for investing for wealth and retirement.
Ryan and special guest, Belmont Abbey professor of economics, Dr. Bill Van Lear demystify interest rates, bond yields and CDs. Learn how the Federal Reserve manage the economy through interest rates.
On this week’s episode of Making It Count, Ryan Poterack of Poterack Capital Advisory discusses retirement planning then and now.
Today’s episode of Making It Counts features special guest economics professor Dr. Bill Van Lear discussing the implications of corporate tax rates on economic growth.
What in the world has President Trump been up to? Ryan Poterack discusses how to talk to elderly parents about estate planning. How do you have this awkward conversation without looking greedy?
What are the differences between working with a financial advisor on a commission basis vs. a fee basis? How will the fiduciary rule protect investors and where are investors still vulnerable? How is the economy performing under Donald Trump? Is Trump’s proposed budget realistic? Why is cutting corporate tax rates good for the average American? Financial advisor Ryan Poterack answers these questions and more on this episode of Making it Count.
Ryan Poterack reveals the red flags to watch for to avoid unscrupulous financial advisors. Maybe you’re wondering if you even need a financial advisor.
Special guest economics professor, Dr. Bill Van Lear discusses the global economy and the impact of Trump’s economic plan on countries and companies.
Every investor knows that their investment portfolio should be diversified. Diversification is more than selecting multiple funds, it’s about selecting funds that will respond differently to the market. Financial advisor, Ryan Poterack explains successful diversification strategies.
Financial advisor Ryan Poterack discusses Trump’s proposed corporate tax cuts and the potential impact on the economy. Learn about the fiduciary rules governing the financial advisor/client relationship.
Ryan discusses monetary policy and the Federal Reserve with special guest, Belmont Abbey professor of economics, Dr. Bill Van Lear.
Financial advisor Ryan Poterack talks about visiting the headquarters of Charity: Water on a recent trip to New York.
With so many options, what’s the best retirement strategy for you? Should the 401(k) be abolished? How should I allocate my 401(k)? Ryan explains it all in a way that average citizens can understand.
Financial advisor, Ryan Poterack demystifies the fees and expenses associated with common investment products.
This week we are joined by special guest Faye Sykes to talk about social security. Faye specializes in social security planning and her insights will surprise you!
On this edition of the show Ryan talks about mistakes people make that impact their prosperity and lifestyle. We also discuss what happens to your savings when you pass on.
Ryan Poterack looks at couples and retirement and also what happens when your parents’ retirement savings is not enough.
On this episode Ryan gives us a side by side comparison of larger investment companies and smaller ones. What are the real differences in what they offer?
Ryan talks about income tax, something no one really wants to talk about but we should all be thinking about.
On this edition Ryan answers some of the questions you should be asking a financial advisor before you invest and questions you should be asking your current financial advisor.
On this episode Ryan shares some thoughts about what debt you should be focusing on, credit cards or mortgage. Ryan also discusses 401(k)’s and developing good saving habits.
As we begin day two of the Trump Presidency, we talk a little about the “Trump Effect.”
On this week’s show, we talk about ponzi schemes, what are they? What should you be on the look out for to avoid them? Also we discuss how financial advisors are paid.
Listen now to financial Advisor Ryan Poterack’s conversation with respected professor of Economics at Belmont Abbey College, Dr. Bill Van Lear. On this episode, they talk Trump and how the current state of the economy may impact your personal finances.
This week’s “Trumpdate” covers Donald Trump’s tax proposal and the current over complicated tax code. Ryan spends the remainder of the show discussing the benefits and meaning behind certifications for financial advisors.
What is Trump’s budget all about? Is it pro growth or just more of the same? Ryan discusses how investing in stocks and cutting corporate taxes help grow the economy.
Financial advisor Ryan Poterack discusses what you really need for retirement.
Listen in to this week’s economic “Trumpdate,” where we discuss the Trump administration’s impact on the economy, and how you could benefit or lose out.
On this edition of the show we get a “Trumpdate” on TrumpCare, as well as discussing how life insurance can be used as a retirement vehicle, Sanford and Son and everything in-between.
Ryan Poterack looks at how the Trump Presidency impacted the world of finance.
This week Ryan discusses financial planning 101. What everyone should know when they are getting started with a 401(k) plan. Learn how expected and unexpected life events can change everything.
On this edition, Ryan discusses social security. When should you turn it on, and how can it benefit you in retirement?
This week, Ryan discusses the advantages and disadvantages to do-it-yourself investing and financial planning.
This episode we discuss how your home mortgage can play a role in your retirement. We also discuss life insurance and IRA versus Roth IRA.
On this week’s show, we start exactly where you might expect. Trump day one! Also we discuss the relationship between increased life expectancy and your retirement. And Ryan dispels a few myths about wealth versus intelligence as well.
On this edition, we discuss financial planning for couples. What are the benefits of joint accounts and individual accounts? And of course another round of get to know your financial advisor.
Welcome to the first episode of Making it Count … because life isn’t lived on a spreadsheet. Presented by Poterack Capital Advisory
With your Host Ryan Poterack, Founder and CEO of Poterack Capital Advisory.
CIMA, CFP, ChFC