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

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January 30, 2025 • 31 mins

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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.css-14f5ked{margin:0;word-break:break-word;display:-webkit-box;-webkit-box-orient:vertical;box-orient:vertical;-webkit-line-clamp:2;overflow:hidden;}Avoiding Financial Train Wrecks with Eric Woodraska (Ep. 8)