Podcast Episodes
Back to SearchMedicare Annual Enrollment with Ryan Polatis
Navigating Medicare can be a complex and confusing process, especially during the annual enrollment period. In this episode, we sit down with Medicare expert Ryan Polatis to demystify your options an…
Published on 8 hours ago
Health for a Healthy Retirement
In this deeply personal episode, host David Polatis shares an important update on his health journey, including his recent remission status. He connects his own experience with the critical importanc…
Published on 4 weeks ago
Celebrating Our Independence and Why it's so Important
In this special episode, we explore the multifaceted meaning of financial independence and its profound impact on our lives. Join us as we discuss actionable strategies to achieve greater autonomy ov…
Published on 2 months, 1 week ago
Here’s what Medicare covers — without extra charges
During this episode, we’re going to discuss things Medicare covers without out-of-pocket costs as well as Medicare changes that are happening this year.
Published on 2 months, 3 weeks ago
Elder Abuse & Financial Scams
During this show we’re going to mark National Elder Abuse Awareness Day, June 15, by discussing elder abuse prevention and protecting yourself from financial scams.
Published on 2 months, 4 weeks ago
What Happens When a Loved One Passes
We're tackling the often-overlooked financial ripple effects of a death in the family. Join us as we discuss the immediate steps you should take to secure assets and navigate bills, ensuring you're p…
Published on 3 months ago
Yes, you need an estate plan
During this episode we’re going to consider the building blocks of an estate plan as well as common estate planning mistakes.
Published on 3 months, 3 weeks ago
9 strategies if you’re laid off right before retirement
During this show, we’ll look at some steps you can take if you’re suddenly laid off from your job within five years of your preferred retirement date.
Published on 4 months ago
The Color of Risk
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.
Published on 4 months, 2 weeks ago
Changes
In this episode we talk about life changes, rule changes and it can affect your financial and retirement planning.
Published on 5 months, 2 weeks ago