How to Review and Rebalance Your Portfolio

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

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