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.

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22 episodes
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English

Episodes 22

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Saturday · length unknown
A Thanksgiving Helping of Social Security
During this episode, we’ll look at the 2027 Social Security cost-of-living adjustment through a Thanksgiving lens.
October 31 · length unknown
Wealth Lessons from Dolly Parton
During this episode, we'll explore what Dolly Parton's life and words could teach us about building both financial wealth and “wisdom wealth.”
October 24 · length unknown
Harvest Time for Your Retirement Savings
During this harvest-season episode, we'll look at how confident Americans feel about retirement, how much retirees may withdraw from their savings each year and the rules and strategies around required minimum distributions.
October 17 · length unknown
The Changing Colors of Medicare Open Enrollment
During this fall episode, we'll look at what's changing for Medicare Advantage and Part D prescription drug plans in 2027, why the averages don't always tell the whole story and how to compare coverage during open enrollment.
September 26 · length unknown
11 Costly Medicare Mistakes to Avoid
During this episode, we'll cover common Medicare mistakes people could make around enrollment, plan selection and premiums.
September 5 · length unknown
Memories, Traditions and Legacy - What's Really Important
In this episode Dave talks about what's really important in life, and how to make sure you don't miss out.
August 22 · length unknown
Building Wealth During Retirement
Today we’ll discuss strategies for continuing to grow wealth during retirement.
August 15 · length unknown
How to Manage a Windfall
During this episode, we'll cover nine ways to thoughtfully handle a sudden windfall.
July 11 · length unknown
Mid-Year Update and 250 Years of the USA
As the nation celebrates its landmark 250th anniversary, it is the perfect time to look back at America's rich history while also taking a hard look forward at your own financial future. This episode delivers a crucial mid-year economic update, breaking down how the market's performance so far will impact your retirement strategy for the rest of the year. Tune in to discover the key portfolio adjustments you need to make right now to keep your long-term wealth secure.
June 6 · length unknown
Navigating a Late Career Layoff
During this episode, we'll walk through nine practical steps for workers who find themselves laid off close to retirement.
May 23 · length unknown
The Great Wealth Transfer and You
During this episode, we’re going to discuss the Great Wealth Transfer and how you can better ensure your own assets end up with the people you care about.
May 16 · length unknown
Is a Roth Conversion Right for You?
During this episode, we'll explore Roth conversions including what they are, who they may benefit, and the important considerations anyone should think through before making a decision.
May 9 · length unknown
Financial Wellness Survey for Gen X
In this episode David talks about Gen X getting closer to retirement and what they need to know to be ready for retirement. From tax planning to a social security strategy, how much to have saved and more.
April 25 · length unknown
Is Social Security Enough? Building Your Retirement Income Plan
While Social Security provides a foundational safety net, relying on it as a sole income source often leaves a significant gap in a modern retirement budget. This episode explores how to calculate your projected benefits and identifies the essential investment vehicles needed to supplement your lifestyle. We provide a step-by-step framework for building a diversified income plan that ensures financial security long after your final paycheck.
April 18 · length unknown
Prepare Today for Tomorrow’s Healthcare Costs
During this episode, we’ll discuss the importance of addressing future healthcare expenses when planning for retirement.
April 11 · length unknown
What You Need to Know About IRMAA
During this show, we’re going to discuss Medicare’s surcharge, the income-related monthly adjustment amount, or IRMAA, as well as Medicare changes that are coming in 2026.
April 4 · length unknown
Managing Financial Risk During a Market Downturn
During this show, we’ll walk through several potential strategies to help you navigate financial during risk when the market hits a downturn.
March 7 · length unknown
An Even Bigger Elephant
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 against these looming structural shifts. Tune in as we figure out how to stop staring at the room’s biggest problem and start navigating around it instead.
February 28 · length unknown
Your Checklist for Addressing the Elephant in the Room
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 financial security or your relationships. Tune in to learn how to transform a "taboo" topic into a proactive strategy that ensures your loved ones are protected and informed.
February 14 · length unknown
The Cost of Being a Grandparent
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.

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