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Retire With Purpose - The Retirement Podcast

310: When Should You Sell Stocks? Why a Decision-Making Framework Can Bring You Investment Clarity

Retire With Purpose - The Retirement Podcast

Casey Weade

Investing, Business, Self-improvement, Education

4.7564 Ratings

🗓️ 19 August 2022

⏱️ 25 minutes

🧾️ Download transcript

Summary

This week's retirement reading is from Fortunes & Frictions titled, Is It Time To Sell Stocks? Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting Howardbailey.com/310

Show Notes: Howardbailey.com/310

Rate & Review the Podcast: RetireWithPurpose.com/review

Sign Up to Casey's Weekend Reading Email!

Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near, or in retirement! If you want them sent straight to your inbox, sign up by visiting RetireWithPurpose.com/weekend-reading

Transcript

Click on a timestamp to play from that location

0:00.0

Welcome to the Retire with Purpose podcast, a show specifically designed to help free retirees and retirees maximize their financial confidence.

0:14.4

Casey Wheat is a certified financial planner and president of Howard Bailey Financial.

0:18.4

His newest book, Job Optional, is a Wall Street Journal bestseller

0:22.1

and is available now on Amazon and at Retirewithpurpose.com. He's your host on Retire with Purpose.

0:29.0

Hey, I'm Casey, and I believe in retirement strategies that are driven by meaning and purpose. Join me

0:36.5

this week and every week as we discuss thoughts and ideas

0:40.3

with some of today's foremost experts in the field of finance and retirement, as well as

0:45.8

discussing trending topics that could impact your bottom line. These discussions can help you

0:51.5

make better financial decisions so you can live the lifestyle you've always imagined and deserved.

0:57.9

Welcome to the show.

1:02.4

What's up, ladies and gentlemen?

1:03.8

I am here today with my good friend and co-host for these Friday editions of the podcast.

1:07.5

I've got Marshall Johnson here with me.

1:09.2

Hey, hey.

1:10.0

And this is our opportunity to cover a weekend reading article with you. We do this every Friday. We take one of the four articles that we send out as part of our weekend reading for retirees email series. That's one email. Hit your inbox every single Fredi, trending topics in the financial planning space, all designed to help you make better decisions

1:27.8

about your finances and some of the non-financial aspects of retirement as well you'll find in

1:33.0

there. We like to pull out one of those articles and highlight it for you right here in the show,

1:37.2

one that we find relatively maybe more interesting than the others or just one that sometimes

1:43.0

is more complex than the others or one we think we can provide more insight on the others or just one that sometimes is more complex than the others

1:44.5

or one we think we can provide more insight on the others. And we're going to pick one today

1:49.4

that comes from fortunes and frictions, the blog by Ruben Miller, a chartered financial analyst.

1:56.2

Good one. And it is titled, Is It Time to Sell Stocks? A lot of people have this question right now.

...

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