Ever wonder why your retirement portfolio might resemble a messy clearance aisle at TJ Maxx?

In this episode, Nick St. George sits down with Eric Woodraska, Client Portfolio Manager from Helios, a financial wizard who knows his way around a portfolio like no other! They dig into the good, the bad, and the downright “what were they thinking” moments of investment management. This conversation is brimming with real-life portfolio mishaps and tips to steer clear of those financial train wrecks. Plus, it’s not all business – find out their bourbon favorites, because hey, life’s about balance, right?

Nicholas and Eric discuss: 

• (02:12) The risks of concentrating investments in one fund family and how diversification should really look  
• (06:28) A simple guide to understanding fund performance metrics, from flashy returns to actual sustainability 
• (13:45) How to avoid the ‘latest-and-greatest’ investment traps and stick to what’s proven 
• (22:01) The impact of risk tolerance on portfolio choices, especially during unpredictable markets 
• And more

Connect with Nicholas St. George:

• St. George Wealth
• LinkedIn: Nicholas St. George
• Facebook: Nicholas St. George
• Phone: 828-481-8836

Connect with Eric Woodraska:

• Helios
• LinkedIn: Eric Woodraska