Ep 29 - The Portfolio Sanity Check: 7 Steps to Vet Your Own Investments Like a Pro (Without Having a Nervous Breakdown)

This week on Your Money Guide on the Side, we’re tackling one of the questions I used to get more than any other—right after “Should I buy gold?” and “Is my advisor secretly bad at this?” We’re talking about how to vet your own portfolio. Not how to invest—that’s for another episode. This is about taking the pulse of your current investments and asking: Does this still make sense for my life? You’ll walk away with 7 practical steps to audit your own portfolio, whether you DIY, use an advisor,...