Financial Home Stretch

By David Polatis

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Category: Business

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Episodes: 59

Description

Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.

Episode Date
Harvest Time for Your Retirement Savings
Oct 24, 2026
The Changing Colors of Medicare Open Enrollment
Oct 17, 2026
11 Costly Medicare Mistakes to Avoid
Sep 26, 2026
Memories, Traditions and Legacy - What's Really Important
Sep 05, 2026
Building Wealth During Retirement
Aug 22, 2026
How to Manage a Windfall
Aug 15, 2026
Mid-Year Update and 250 Years of the USA
Jul 11, 2026
Navigating a Late Career Layoff
Jun 06, 2026
The Great Wealth Transfer and You
May 23, 2026
Is a Roth Conversion Right for You?
May 16, 2026
Financial Wellness Survey for Gen X
May 09, 2026
Is Social Security Enough? Building Your Retirement Income Plan
Apr 25, 2026
Prepare Today for Tomorrow’s Healthcare Costs
Apr 18, 2026
What You Need to Know About IRMAA
Apr 11, 2026
Managing Financial Risk During a Market Downturn
Apr 04, 2026
An Even Bigger Elephant
Mar 07, 2026
Your Checklist for Addressing the Elephant in the Room
Feb 28, 2026
The Cost of Being a Grandparent
Feb 14, 2026
Medicare Part B Will Be Pricier in 2026
Jan 31, 2026
Be Careful: The Top 5 Scams
Jan 24, 2026
Tax Preparation vs. Tax Planning
Jan 17, 2026
New Year Financial Planning Checklist
Jan 10, 2026
Gratitude and Year-End Planning
Nov 29, 2025
Why You Need an Emergency Fund
Nov 15, 2025
Market Update with Keith Gangl
Nov 08, 2025
Shutdown Status
Nov 01, 2025
Scary Financial Mistakes to Avoid
Oct 25, 2025
Year-End Checklist for 2025
Oct 11, 2025
Medicare Annual Enrollment with Ryan Polatis
Sep 20, 2025
Health for a Healthy Retirement
Aug 23, 2025
Celebrating Our Independence and Why it's so Important
Jul 12, 2025
Here’s what Medicare covers — without extra charges
Jun 28, 2025
Elder Abuse & Financial Scams
Jun 21, 2025
What Happens When a Loved One Passes
Jun 14, 2025
Yes, you need an estate plan
May 24, 2025
9 strategies if you’re laid off right before retirement
May 17, 2025
The Color of Risk
May 03, 2025
Changes
Apr 05, 2025
What is a Portfolio Analysis Review
Mar 22, 2025
Tariffs and the Future
Mar 15, 2025
Social Security Fairness Act 101
Mar 08, 2025
The Longevity Gap: Preparing Women for a Secure Retirement
Mar 01, 2025
Avoiding 401(k) and IRA Mistakes
Feb 22, 2025
Annuity Reality
Feb 01, 2025
Enhanced Planning, Documents and Gifts
Jan 25, 2025
Resolutions for the New Year
Dec 21, 2024
The Real Gift is You and Your Time
Dec 14, 2024
Year-End Financial Tune-Up
Dec 07, 2024
Trump, The Markets and More
Nov 09, 2024
Year-End Financial Check List
Oct 05, 2024
Understanding and Avoiding Scams
Sep 28, 2024
Inflation, Interest Rates and How They Affect Your Finances
Sep 21, 2024
Social Security Variables and Answers
Aug 17, 2024
What Color is Your Money?
Aug 10, 2024
Technology and Your Finances
Aug 03, 2024
Medicare Basics, What You Need to Know
Jul 20, 2024
Your Guide to Enhanced Planning
Jul 13, 2024
Pundits, Politicians, Parties and Your Finances
Jul 04, 2024
The Importance of Financial Planning
Jun 27, 2024