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When to Let Go: Traps to Avoid and Signs to Watch for in Stock Investing

In this episode of The Retire Early Retire Now podcast, host Hunter Kelly, a certified financial planner and founder of Palmen Valley Wealth Management, discusses the critical decision of knowing when to let go of a stock. Hunter covers emotional and financial traps that keep investors holding losing stocks, including the sunk cost fallacy and emotional attachment. He also explores how to identify changes in a company’s fundamentals and the impact of taxes on investment decisions. Hunter shares strategies on how to make smarter stock selling decisions and highlights the importance of a disciplined, systematic approach to investing. The episode concludes with Hunter offering actionable insights and inviting listeners to share their best financial decisions.

00:00 Introduction to the Podcast
00:57 The Emotional Traps of Holding Stocks
02:53 Recognizing When to Sell: Emotional and Fundamental Indicators
11:05 The Impact of Taxes on Selling Decisions
17:48 Actionable Steps for Selling Stocks
27:27 Conclusion and Final Thoughts

Check out the Palm Valley Wealth Management Website
PalmValleywm.com

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