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Listen to Money Wisdom with Jake Doser, CFP®, CPWA® and Nicholas J. Colantuono, CFP® and gain key financial insights to help you make informed decisions for your future. Jake and Nick aim to provide clarity and guidance, addressing your questions and shining a light on the real financial challenges facing today’s retirees.

Apr 17, 2026

It’s a simple question with a surprisingly complex answer: how often should you actually check your investment portfolio? For many investors, it becomes a habit, sometimes daily, sometimes even hourly. But that constant monitoring can create more harm than good, leading to emotional decisions that derail long-term results.

Nick and Jake elaborate on the real dangers of checking your portfolio too often, and the equally important risks of ignoring it altogether. Tune in to hear how a clear plan can help you stay focused on what actually drives long-term success.

Here’s what we discuss in this episode:

👀 Portfolio Habits: Many investors check too often without realizing the impact

⚠️ Over-checking Risk: Frequent monitoring can lead to emotional, impulsive decisions

🙈 Ignoring Risk: Never checking can allow imbalances and missed opportunities

🧭 Find the Balance: A consistent, intentional review schedule works best

📊 Plan Over Panic: A clear strategy reduces the urge to react to short-term noise

 

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