In this episode of Cowboys & Cufflinks, we break down the most common portfolio mistakes, including “junk drawer” investing, poor diversification, hidden fees, and messy retirement income planning.
If you’ve ever looked at your investments and weren’t sure what you actually own or how it all works together, this episode will help you identify what’s wrong and how to fix it.
In this episode, you’ll learn:
• The biggest investment portfolio mistakes
• Why “junk drawer” investing leads to poor performance
• How overlapping investments hurt diversification
• Common retirement income planning issues
• What a structured, efficient portfolio should look like.
This episode is designed to help you simplify your strategy and build a more organized, effective investment plan.
Jeff Mathies is a retirement strategist, entrepreneur, and host of Cowboys & Cufflinks. After getting his start in the insurance industry in 2003, Jeff founded Mathies Financial Partners in 2008 and has spent years helping families navigate retirement through education, planning, and real-world experience. As a Certified Financial Educator (CFEd®), he is passionate about simplifying financial concepts and helping people make confident decisions for the future.
Based in Pueblo, Colorado, Jeff enjoys ranch life with his wife and their five children. Outside the office and podcast studio, you’ll usually find him mountain biking, hiking, golfing, or spending time with his kids and grandkids.
