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Robert Brokamp

๐Ÿ‘ค Speaker
1863 total appearances
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Appearances Over Time

Podcast Appearances

Motley Fool Hidden Gems Investing
How to Review and Rebalance Your Portfolio

The results were the complete opposite of that made-up graphic about Boeing employees.

Motley Fool Hidden Gems Investing
How to Review and Rebalance Your Portfolio

Finca and Blanchett found that people who continued working lived longer than those of the same age who had retired.

Motley Fool Hidden Gems Investing
How to Review and Rebalance Your Portfolio

The difference was the largest for those in fair or poor health, but even workers in great health were more likely to live longer than healthy retirees.

Motley Fool Hidden Gems Investing
How to Review and Rebalance Your Portfolio

Next up, how to analyze the health of your portfolio when Motley Fool Money continues.

Motley Fool Hidden Gems Investing
How to Review and Rebalance Your Portfolio

It's almost 2026, and soon you'll be receiving your year-end statements from all your investment accounts.

Motley Fool Hidden Gems Investing
How to Review and Rebalance Your Portfolio

You'll also hear a lot of advice about reviewing and rebalancing your portfolio in January.

Motley Fool Hidden Gems Investing
How to Review and Rebalance Your Portfolio

But how should you do it?

Motley Fool Hidden Gems Investing
How to Review and Rebalance Your Portfolio

And how much rearranging is actually necessary?

Motley Fool Hidden Gems Investing
How to Review and Rebalance Your Portfolio

Here to give his take is certified financial planner, Sean Gates.

Motley Fool Hidden Gems Investing
How to Review and Rebalance Your Portfolio

Welcome back to the show, Sean.

Motley Fool Hidden Gems Investing
How to Review and Rebalance Your Portfolio

Well, we made good to that.

Motley Fool Hidden Gems Investing
How to Review and Rebalance Your Portfolio

So you and I have been friends and colleagues for over a decade.

Motley Fool Hidden Gems Investing
How to Review and Rebalance Your Portfolio

So I know you're a successful investor yourself, right?

Motley Fool Hidden Gems Investing
How to Review and Rebalance Your Portfolio

You're a fellow in your 40s.

Motley Fool Hidden Gems Investing
How to Review and Rebalance Your Portfolio

You're a financial independent.

Motley Fool Hidden Gems Investing
How to Review and Rebalance Your Portfolio

You only work because you want to, not because you have to.

Motley Fool Hidden Gems Investing
How to Review and Rebalance Your Portfolio

But you've also been in the financial services industry for almost 20 years.

Motley Fool Hidden Gems Investing
How to Review and Rebalance Your Portfolio

So how do you go about reviewing portfolios for yourself and for your clients?

Motley Fool Hidden Gems Investing
How to Review and Rebalance Your Portfolio

When you talk about risk tolerance, we are at a point now where the market is at all time high.

Motley Fool Hidden Gems Investing
How to Review and Rebalance Your Portfolio

The market has done very well over the last five or 10 years.