Investing With Tyler Rudek, The Planning Gaps Advisors Overlook (Ep. 4)

Long-term investing is rarely about finding the perfect investment. It is about managing risk, staying disciplined, and making thoughtful decisions when markets test your patience. This conversation focuses on what actually drives durable outcomes over time.

In this episode of Zombie Advisor, James Knapp is joined by Boyum Wealth Architects’ Chief Investment Officer, Tyler Rudek, for a practical discussion on how portfolios are built and managed in the real world. They explore common retail investor mistakes such as concentration and home bias, and why these risks often grow quietly over time.

James and Tyler explain how portfolios are designed around goals and risk tolerance rather than predictions or headlines. The conversation also pulls back the curtain on ongoing portfolio monitoring, rebalancing during volatility, and tax-aware decision making. Throughout the episode, the emphasis remains on planning, consistency, and maintaining perspective through market cycles.

What to expect:

• Why concentration and home bias are common and how they increase portfolio risk
• How goals and risk tolerance shape portfolio construction
• What ongoing monitoring and rebalancing look like behind the scenes
• How tax location and coordination with CPAs help manage long-term outcomes
• And more!