Asking the Tough Questions & the Role of Critical Thinking in Financial Planning (Ep.21)

Discover how embracing life’s twists, turns, and triumphs can redefine your approach to financial planning and personal growth.

Learn from Ryan Poterack's journey—spanning three decades in the industry and personal challenges—that led to profound professional and personal development. This episode is a beacon for anyone looking to blend financial success with personal fulfillment.

Discussion points include:

The power of asking "dumb questions" for intellectual growth
How community involvement and mentorship can transform your personal and professional life
The value of adapting to changes within the financial industry and how it impacts personal financial planning
Adapting to industry changes and maintaining a forward-thinking mindset underpin long-term success in both life and financial planning
And more


Resources:
“Making it Count: Life Isn’t Lived On a Spreadsheet” by Ryan Poterack https://www.amazon.ca/Making-Count-Li...

Connect with Ryan Poterack:
LinkedIn: Ryan Poterack   / ryanpoterack  

Connect with Poterack Capital Advisory:
Poterack Capital Advisory https://www.poterack.net/
Meet the team at Poterack Capital Advisory https://www.poterack.net/about-1
LinkedIn:   / poterack-cap  
Facebook:   / poterackcap  
X (formerly Twitter):   / poterackcap  
704-366-5776