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.

No dejes de visitar la web del podcast y apoyar a su creador: managedwealthadvantage.com

Autor

David Polatis

Categoría

Business

Web del podcast

managedwealthadvantage.com

Último episodio

11 de jul. de 2026

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Episodios

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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