Life Isn’t Lived on a Spreadsheet
Business
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:
Resources:
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