Join us this week as we talk about an interesting behavior that can make a difference in your investment success… checking your investment account.  We discuss how checking too often or not often enough can lead you to having too narrow a view of your strategy or not rebalancing when you should. Currently Listening: Josh - Ghost Ross - Yakety Sax

Join us this week as we talk about an interesting behavior that can make a difference in your investment success… checking your investment account. We discuss how checking too often or not often enough can lead you to having too narrow a view of your strategy or not rebalancing when you should. Currently Listening: Josh - Ghost Ross - Yakety Sax

Join us this week as we talk about an interesting behavior that can make a difference in your investment success… checking your investment account. &nbsp;We discuss how checking too often or not often enough can lead you to having too narrow a view of your strategy or not rebalancing when you should. Currently Listening: Josh - Ghost Ross - Yakety Sax

When to check your statement

Two financial planners giving money a sense of humor and putting fun in fu-nance.  Listening to the conversations between these two advisors will make your financial education a pleasurable experience.                                                                                                                                                                                                                    Fun Money podcast is solely for informational purposes.  All information shared should be viewed as general in nature.  Individuals should seek the advice of a professional for all tax, legal, and financial help for their specific situation.  Insight Wealth Partners, LLC is a Registered Investment Adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Insight Wealth Partners, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investment involves risk and possible loss of principal capital. No advice may be rendered by Insight Wealth Partners, LLC unless a client service agreement is in place.

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Two financial planners giving money a sense of humor and putting fun in fu-nance. Listening to the conversations between these two advisors will make your financial education a pleasurable experience. Fun Money podcast is solely for informational purposes. All information shared should be viewed as general in nature. Individuals should seek the advice of a professional for all tax, legal, and financial help for their specific situation. Insight Wealth Partners, LLC is a Registered Investment Adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Insight Wealth Partners, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investment involves risk and possible loss of principal capital. No advice may be rendered by Insight Wealth Partners, LLC unless a client service agreement is in place.

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When to check your statement

When to check your statement