Episode #69
When Should You Actually Sell an Investment?
You’ve spent years building up your investment accounts, carefully choosing low-cost index funds, maybe picking up some stock along the way. Now you’re eyeing those balances for a home, time off work, or another real goal — but no one ever talked you through how to sell. For professionals with meaningful brokerage balances or anyone sitting on big gains, knowing when and how to sell is just as critical as what you buy. We walk through reasons you might sell (and when you definitely shouldn’t), how to avoid costly tax mistakes, and exactly what to check before you cash out. You’ll walk away knowing how to use your money for real-life goals, not just “one day” statements. Key moments: (06:23) Selling isn't failure when your goals or timeline change (09:45) Evaluating investment positions (18:57) Capital gains taxes in brokerage accounts (26:55) Using specific identification for tax benefits (48:06) Seven questions to ask before selling investments ⬇️ Download our free financial independence with student loans calculator. There’s no one-size-fits-all for wealth. Get the plan that fits you. Try SLP Wealth risk-free! Like the show? There are several ways you can help! Follow on Apple Podcasts , Spotify, or Amazon Music Leave an honest review on Apple Podcasts SLP Wealth, LLC is a registered investment adviser registered with the United States Securities and Exchange Commission. Subscription does not imply any level of skill or training. This content is intended for general information, educational, or entertainment purposes only and should not be construed as investment advice. SLP Wealth, LLC is a registered investment adviser registered with the United States Securities and Exchange Commission. Subscription does not imply any level of skill or training. This content is intended for general information, educational, or entertainment purposes only and should not be construed as investment advice.
