Podcast Episodes
Back to SearchNew Year Financial Planning Checklist
As you kick off 2026, this episode provides a comprehensive New Year Financial Planning Checklist to ensure your foundation is rock-solid for the yea…
1 day, 2 hours ago
Gratitude and Year-End Planning
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 ye…
1 month, 1 week ago
Why You Need an Emergency Fund
An emergency fund is the financial foundation you need to survive unexpected crises without derailing your long-term goals or accumulating high-inter…
1 month, 3 weeks ago
Market Update with Keith Gangl
This episode features a timely Market Update with our guest, veteran Portfolio Manager Keith Gangl. Keith analyzes the most recent economic releases …
2 months ago
Shutdown Status
As Washington gridlock continues, we analyze the real-time financial consequences of a government shutdown, from frozen small business loans to delay…
2 months, 1 week ago
Scary Financial Mistakes to Avoid
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 compoundi…
2 months, 2 weeks ago
Year-End Checklist for 2025
Finish 2025 strong and set yourself up for financial success in the new year with our essential year-end checklist. We walk you through critical task…
3 months ago
Medicare 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 Medicar…
3 months, 3 weeks 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 conne…
4 months, 2 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 ac…
5 months, 4 weeks ago