David Polatis
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.
Besuch unbedingt die Website des Podcasts und unterstütze die Macher: managedwealthadvantage.com
Autor
David Polatis
Kategorie
Podcast-Website
Neueste Folge
11. Jul 2026
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Your Guide to Enhanced Planning 13.07.2024
In this episode we talk about ways to prepare your legacy and keep family harmony, from estate planning, wills, trusts powers of attorney and more.
Pundits, Politicians, Parties and Your Finances 04.07.2024
In this episode, we examine how the views of pundits, politicians, and political parties can impact your financial decisions. We discuss the influence of policy changes, election cycles, and political rhetoric on the economy and your investments. Join us to understand how to navigate the political landscape to safeguard your financial future.
The Importance of Financial Planning 27.06.2024
In this episode we get to know each other and talk about the various aspects of financial planning and why they are so important for you.
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