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Financial Home Stretch

Financial Home Stretch

Written by: David Polatis
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About this listen

 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. Economics
Episodes
  • Be Careful: The Top 5 Scams

    Be Careful: The Top 5 Scams
    Jan 24 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 extreme urgency and high-tech impersonation to bypass even the most cautious investors. Tune in to learn the essential verification steps you must take before clicking a link or moving money, ensuring your hard-earned savings remain secure from these evolving digital traps.
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    Less than 1 minute
  • Tax Preparation vs. Tax Planning

    Tax Preparation vs. Tax Planning
    Jan 17 2026
    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 simply "doing your taxes" in April focuses on compliance, while true planning involves year-round decisions like Roth conversions and income timing to keep more of your hard-earned money. Tune in to learn why moving from a reactive mindset to a forward-thinking plan is one of the most effective ways to accelerate your path to financial independence.
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    Less than 1 minute
  • New Year Financial Planning Checklist

    New Year Financial Planning Checklist
    Jan 10 2026
    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 investment portfolio to auditing your recurring subscriptions and debt strategy. Join us as we move beyond vague resolutions and provide the concrete actions you need to achieve financial clarity and confidence this year.
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    Less than 1 minute
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