Episode 94
Complex Financial Planning: Investing - When Should You Sell an Investment?
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Have you ever wondered why market fluctuations cause such a stir among investors? Or questioned if there's a better way to approach these inevitable ups and downs? Today's episode takes a deep dive into the world of investments, exploring the crucial distinction between price and value. We unpack how changes in price often blind us to the true intrinsic worth of our investments, leading to reactive decisions driven by short-term market waves.
Investing is more than just buying low and selling high, it's about understanding what you own and why you own it. We discuss the essential mindset shift required for successful investing. Delve into how to navigate market downturns without panic, to shift from a reactive approach to a proactive one. We bust the myth that a down market equals a bad investment, encouraging listeners to focus on long-term potential rather than temporary turbulence.
We don't stop at the stock market; we also address various types of investments from mutual funds to treasury bonds, shedding light on their purpose and potential. With insights on financial decision-making, especially for retirees in a volatile economy, we emphasize the importance of informed decisions. This episode is designed to equip you with the knowledge and confidence to navigate the investment landscape, and to make decisions that align with your goals and values. Set aside your fears and join us on this enlightening journey through the world of investments.
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About Your Co-Hosts:
Travis Maus has been in financial services for over fifteen years. He is a Senior Wealth Manager and Chief Executive Officer at S.E.E.D. Planning Group.
Steve Campbell has over a decade of experience in the industry and serves as Chief Brand Officer at S.E.E.D. Planning Group.
