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Financial Home Stretch

David Polatis

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.

PublishesWeeklyEpisodes44Founded2 years ago
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Artwork for Financial Home Stretch

Latest Episodes

In this concluding installment, we pick up right where we left off to dissect the massive, unavoidable market forces we started uncovering last week. We push past the initial shock to explore actionable strategies for protecting your portfolio agains... more

In this episode, we tackle the awkward but essential conversations around family inheritance and estate planning before it’s too late. We break down a step-by-step framework to help you navigate high-stakes emotions without compromising your financia... more

During today’s show, we’ll consider how much it costs to be a grandparent and how you can build a financial strategy that positions you to enjoy your grandkids while also taking care of your own financial needs.

During this episode, we’ll be discussing the rise in Medicare Part B costs as well as other Medicare changes coming in 2026.

In this episode, we expose the most sophisticated financial threats of 2026, from AI-generated voice cloning to the growing danger of QR code phishing. We break down the "Top 5 Scams" currently draining bank accounts, detailing how fraudsters use ext... more

In this episode, we break down the critical distinction between tax preparation—the backward-looking process of filing your annual return—and tax planning, which is the proactive strategy of minimizing your tax burden over a lifetime. We explore how ... more

As you kick off 2026, this episode provides a comprehensive New Year Financial Planning Checklist to ensure your foundation is rock-solid for the year ahead. We break down the most impactful moves you can make right now, from rebalancing your investm... more

This episode blends the power of gratitude with the necessity of smart, proactive year-end financial planning to set you up for success in the new year. We discuss key year-end actions, including strategies for tax-loss harvesting, maximizing retirem... more

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Financial Home Stretch launched 2 years ago and published 44 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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