PODCAST

Financial Home Stretch

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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All Episodes

Shutdown Status

Financial Home Stretch ·

2025/11/01

As Washington gridlock continues, we analyze the real-time financial consequences of a government shutdown, from frozen small business loans to delayed critical economic data. We break down the historical impact of shutdowns on the S&P 500, bonds, and Treasuries, revealing why markets often react differently than the headlines suggest. Tune in for smart, non-emotional strategies to recession-proof your portfolio against political uncertainty and

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Scary Financial Mistakes to Avoid

Financial Home Stretch ·

2025/10/25

This week, we expose the shocking cost of high-interest debt, the terrifying risk of not having an emergency fund, and the silent killer of compounding inflation. Learn to avoid these common mistakes and implement strategies to secure your financial future before they turn your retirement into a nightmare.

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Year-End Checklist for 2025

Financial Home Stretch ·

2025/10/11

Finish 2025 strong and set yourself up for financial success in the new year with our essential year-end checklist. We walk you through critical tasks like maximizing your retirement contributions and HSA funds, tackling required minimum distributions (RMDs), and strategically timing your charitable giving for the best tax advantage. Get practical tips on reviewing your budget, rebalancing your investment portfolio, and updating beneficiaries to ensure

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Medicare Annual Enrollment with Ryan Polatis

Financial Home Stretch ·

2025/09/20

Navigating Medicare can be a complex and confusing process, especially during the annual enrollment period. In this episode, we sit down with Medicare expert Ryan Polatis to demystify your options and help you make informed decisions about your coverage. We'll cover everything from comparing Part C and D plans to understanding how your choices impact your long-term financial health.

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Health for a Healthy Retirement

Financial Home Stretch ·

2025/08/23

In this deeply personal episode, host David Polatis shares an important update on his health journey, including his recent remission status. He connects his own experience with the critical importance of prioritizing your well-being, both for a fulfilling life and a secure retirement. David explains how taking care of your health is one of the most powerful and often overlooked financial planning tools.

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Celebrating Our Independence and Why it's so...

Financial Home Stretch ·

2025/07/12

In this special episode, we explore the multifaceted meaning of financial independence and its profound impact on our lives. Join us as we discuss actionable strategies to achieve greater autonomy over your finances, empowering you to make choices aligned with your personal values and goals. Discover why cultivating financial independence isn't just about money, but about securing the freedom to live life on your own terms.

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Here’s what Medicare covers — without extra charges

Financial Home Stretch ·

2025/06/28

During this episode, we’re going to discuss things Medicare covers without out-of-pocket costs as well as Medicare changes that are happening this year.

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Elder Abuse & Financial Scams

Financial Home Stretch ·

2025/06/21

During this show we’re going to mark National Elder Abuse Awareness Day, June 15, by discussing elder abuse prevention and protecting yourself from financial scams.

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What Happens When a Loved One Passes

Financial Home Stretch ·

2025/06/14

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

Financial Home Stretch ·

2025/05/24

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

Financial Home Stretch ·

2025/05/17

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

Financial Home Stretch ·

2025/05/03

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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Changes

Financial Home Stretch ·

2025/04/05

In this episode we talk about life changes, rule changes and it can affect your financial and retirement planning.

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Changes

Financial Home Stretch ·

2025/04/05

In this episode we talk about life changes, rule changes and it can affect your financial and retirement planning.

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What is a Portfolio Analysis Review

Financial Home Stretch ·

2025/03/22

We'll explore the key components of a review, from assessing asset allocation to evaluating risk tolerance, and how these factors influence your long-term financial goals.

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What is a Portfolio Analysis Review

Financial Home Stretch ·

2025/03/22

We'll explore the key components of a review, from assessing asset allocation to evaluating risk tolerance, and how these factors influence your long-term financial goals.

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Tariffs and the Future

Financial Home Stretch ·

2025/03/15

In this episode, we will discuss the impact of tariffs on the global economy. We will also discuss how tariffs can affect your personal finances. Finally, we will provide some tips on how to protect your finances in a time of rising tariffs.

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Tariffs and the Future

Financial Home Stretch ·

2025/03/15

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Social Security Fairness Act 101

Financial Home Stretch ·

2025/03/08

During this episode, we’ll highlight the Social Security Fairness Act and some of the program’s foundational elements.

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Social Security Fairness Act 101

Financial Home Stretch ·

2025/03/08

During this episode, we’ll highlight the Social Security Fairness Act and some of the program’s foundational elements.

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Financial Home Stretch

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