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
  • What Happens When a Loved One Passes

    What Happens When a Loved One Passes
    Jun 14 2025
    We're tackling the often-overlooked financial ripple effects of a death in the family. Join us as we discuss the immediate steps you should take to secure assets and navigate bills, ensuring you're prepared for the financial responsibilities that arise during a time of grief. Learn how to protect your loved one's legacy and your own financial well-being.
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  • 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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    Menos de 1 minuto
  • 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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    Menos de 1 minuto
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