Financial Home Stretch

Auteur(s): David Dean Polatis
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  • Résumé

  • 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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Économie
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Épisodes
  • The Color of Risk

    The Color of Risk
    May 3 2025
    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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    Moins d'une minute
  • Changes

    Changes
    Apr 5 2025
    In this episode we talk about life changes, rule changes and it can affect your financial and retirement planning.
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    Moins d'une minute
  • What is a Portfolio Analysis Review

    What is a Portfolio Analysis Review
    Mar 22 2025
    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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    Moins d'une minute

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