Episode 94

When Should You Sell an Investment? (Hint: It’s Not About Price)

When should you actually sell an investment?

It’s one of the most common questions investors ask and one of the most misunderstood.

In this final episode of our Complex Questions series, we break down how to make better selling decisions by shifting your focus away from price and toward value.

What You’ll Learn:

• Why price and value are not the same

• How emotions drive poor selling decisions

• Why market downturns don’t automatically mean something is “bad”

• How to evaluate what you own and why you own it

• When selling actually makes sense

• How to move from reactive to intentional investing

What We Cover:

Price vs Value

• Why price changes don’t always reflect true worth

• How misunderstanding this leads to bad decisions

Emotional Decision-Making

• Fear during downturns

• Why most investors sell at the wrong time

What You Own Matters

• Understanding the purpose of each investment

• Aligning decisions with long-term goals

Different Types of Investments

• Stocks, funds, bonds, and their roles

• Why not all investments should be treated the same

Selling with Intention

• When it actually makes sense to sell

• How to avoid reacting to short-term noise

Why It Matters:

Selling at the wrong time can do more damage than making a bad investment in the first place.

Who This Is For:

Investors who want more confidence and clarity when making buy and sell decisions.

Key Takeaway:

Good selling decisions come from understanding, not reacting.

Learn More:

If you’re looking for a financial plan built around your life, not just your numbers; visit: https://www.seedpg.com

About the Podcast

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Ditch the Suits - Your Money, Your Life

About your host

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Travis Maus

As CEO, senior Wealth Manager, and host of "Ditch the Suits," Travis is committed to empowering all S.E.E.D.'s clients and employees to be their best and receive the highest care and support.