Avoiding Financial Train Wrecks with Eric Woodraska (Ep. 8) Podcast By cover art

Avoiding Financial Train Wrecks with Eric Woodraska (Ep. 8)

Avoiding Financial Train Wrecks with Eric Woodraska (Ep. 8)

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 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
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