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EPISODE · Oct 20, 2025 · 21 MIN

Portfolio Sanity Check #114

from The Wiser Financial Advisor Podcast with Josh Nelson · host Josh Nelson

Today we thought it would be interesting to do a portfolio sanity check on all the turbulence and craziness of the last few years. Some of what we talk about is going to make you question or maybe reaffirm what you're already doing, which could result in some changes in how you'll manage your portfolio. We want you to really understand what’s involved in those decisions and what the outcomes end up being.A transcript of this episode is posted and episode chapters have been created for your convenience. Instagram: https://www.instagram.com/keystonefin/Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651Contact Josh Nelson: https://www.keystonefinancial.comContact Jeremy Busch: https//www.keystonefinancial.comPodcast Editor: Tim Leaman/[email protected]

Episode metadata supplied by the publisher feed · Published Oct 20, 2025

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Today we thought it would be interesting to do a portfolio sanity check on all the turbulence and craziness of the last few years. Some of what we talk about is going to make you question or maybe reaffirm what you're already doing, which could result in some changes in how you'll manage your portfolio. We want you to really understand what’s involved in those decisions and what the outcomes end up being. A transcript of this episode is posted and episode chapters have been created for your c...

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Portfolio Sanity Check #114

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This episode is 21 minutes long.

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This episode was published on October 20, 2025.

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