
Navigating a Late Career Layoff
During this episode, we'll walk through nine practical steps for workers who find themselves laid off close to retirement.

Hosted by David Polatis · 🇺🇸 US · EN-US · 52 episodes
Established thought leaders with verified media credentials.
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.
David Polatis hosts Financial Home Stretch, a business show with 52 episodes published.

During this episode, we'll walk through nine practical steps for workers who find themselves laid off close to retirement.

During this episode, we’re going to discuss the Great Wealth Transfer and how you can better ensure your own assets end up with the people you care about.

During this episode, we'll explore Roth conversions including what they are, who they may benefit, and the important considerations anyone should think through before making a decision.

In this episode David talks about Gen X getting closer to retirement and what they need to know to be ready for retirement. From tax planning to a social security strategy, how much to have saved and more.

While Social Security provides a foundational safety net, relying on it as a sole income source often leaves a significant gap in a modern retirement budget. This episode explores how to calculate your projected benefits

During this episode, we’ll discuss the importance of addressing future healthcare expenses when planning for retirement.

During this show, we’re going to discuss Medicare’s surcharge, the income-related monthly adjustment amount, or IRMAA, as well as Medicare changes that are coming in 2026.

During this show, we’ll walk through several potential strategies to help you navigate financial during risk when the market hits a downturn.

In this concluding installment, we pick up right where we left off to dissect the massive, unavoidable market forces we started uncovering last week. We push past the initial shock to explore actionable strategies for pr

In this episode, we tackle the awkward but essential conversations around family inheritance and estate planning before it’s too late. We break down a step-by-step framework to help you navigate high-stakes emotions with

During today’s show, we’ll consider how much it costs to be a grandparent and how you can build a financial strategy that positions you to enjoy your grandkids while also taking care of your own financial needs.

During this episode, we’ll be discussing the rise in Medicare Part B costs as well as other Medicare changes coming in 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, de

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 ov

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,

This episode blends the power of gratitude with the necessity of smart, proactive year-end financial planning to set you up for success in the new year. We discuss key year-end actions, including strategies for tax-loss

An emergency fund is the financial foundation you need to survive unexpected crises without derailing your long-term goals or accumulating high-interest debt. This episode breaks down exactly how much cash you should set

This episode features a timely Market Update with our guest, veteran Portfolio Manager Keith Gangl. Keith analyzes the most recent economic releases and central bank decisions, detailing exactly how these factors are inf

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 shutd

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 strate
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Financial Home Stretch is hosted by David Polatis. The show is categorised under business and has published 52 episodes.
Financial Home Stretch has published 52 episodes.
Financial Home Stretch regularly covers business. It sits in the business category.
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