This week I decided to do something that makes a lot of investors deeply uncomfortable: I sold $5,000 of stock.

In this episode, I walk you through exactly why I made that decision, the mental gymnastics that came up while I was doing it, and why selling stock doesn’t mean you’re messing up your retirement.

So many people believe that once you invest, you’re never supposed to touch the money until decades later. But the truth is that selling stock can be part of a thoughtful wealth-building strategy when you understand which accounts to sell from, when it makes sense to sell, and how to do it without creating unnecessary taxes or panic.

I share the real story behind selling $5,000 of VTI from my taxable brokerage account, how that investment grew by 71% over six years, and how I made the decision calmly and intentionally rather than panic-selling because of market volatility or world events.

We talk about:

• Why selling stock feels emotionally heavy for so many people
• The difference between selling from a taxable brokerage account vs retirement accounts
• How I decide when selling stock makes sense
• Why long-term investing gives you more flexibility than people realize
• The mindset coaching required to trust yourself with big money decisions
• Why investing isn’t about hoarding money forever, it’s about building options for your life

Selling stock doesn’t mean you’ve failed at investing. It means your investments are doing what they’re supposed to do: growing and giving you choices.

If you’ve ever felt like:

• You’re scared to sell investments because you might ruin your retirement
• You log into your investment accounts and don’t actually understand what you own
• You’ve been investing for years but still feel unsure about your decisions
• You want to retire early but don’t know if you’re doing things “right”

This episode is for you.

If you want hands-on support understanding your investments, opening the right accounts, selling out of overpriced or underperforming funds, boosting your credit score, and building toward early retirement, you can learn more about my six-month one-on-one money coaching here.

I help LGBTQ+, BIPOC, and first-gen folks crush confusion around money and start building a six-figure retirement, even without a six-figure salary.

Get my crush debt, retire early emails here.