Do you put more time into planning a vacation than thinking about your investment portfolio? Money Coach, Nate Oeming, gets real about setting goals and building a portfolio to help you reach them. What should you expect from a portfolio? How often should you check in with your advisor about your goals? What is the difference between allocation and diversification? What are the advantages to having your finances managed in one place? Grab a cup of coffee, listen in, and get smart tips about your money.