Financial Home Stretch Podcast Por David Dean Polatis arte de portada

Financial Home Stretch

Financial Home Stretch

De: David Dean Polatis
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 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. Economía
Episodios
  • Yes, you need an estate plan

    Yes, you need an estate plan
    May 24 2025
    During this episode we’re going to consider the building blocks of an estate plan as well as common estate planning mistakes.
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  • 9 strategies if you’re laid off right before retirement

    9 strategies if you’re laid off right before retirement
    May 17 2025
    During this show, we’ll look at some steps you can take if you’re suddenly laid off from your job within five years of your preferred retirement date.
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  • The Color of Risk

    The Color of Risk
    May 3 2025
    In this episode we talk about your finances and how much risk you are currently taking vs. what you need or would like to take. We talk about strategies for managing your financial risk.
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