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It’s almost 2026, and soon you’ll be receiving your year-end statements for all your investment accounts. You’ll also hear a lot of advice about reviewing and rebalancing your portfolio in January. Robert Brokamp and Certified Financial Planner Sean Gates how to do it and how much re-arranging is necessary.
Also in this episode: -Why Schwab expects a “vibesession” in 2026 -Why inflation feels worse for many Americans -Debunking a myth about the relationship between retirement and life expectancy -Spend money, and get reimbursed for those expenses, from flexible spending accounts and 529s before the end of the year
Host: Robert Brokamp Guest: Sean Gates Engineer: Bart Shannon Learn more about your ad choices. Visit megaphone.fm/adchoices |