Search

Home > Motley Fool Money > How to Review and Rebalance Your Portfolio
Podcast: Motley Fool Money
Episode:

How to Review and Rebalance Your Portfolio

Category: Business
Duration: 00:23:11
Publish Date: 2025-12-20 17:00:00
Description:

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

Total Play: 0