EPISODE · Oct 7, 2025 · 28 MIN
When to Sell a Stock: How to Know If You’re Holding On Too Long
from Retire Early, Retire Now! · host Hunter Kelly
Send us Fan MailWhen to Let Go: Traps to Avoid and Signs to Watch for in Stock InvestingIn 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 Podcast00:57 The Emotional Traps of Holding Stocks02:53 Recognizing When to Sell: Emotional and Fundamental Indicators11:05 The Impact of Taxes on Selling Decisions17:48 Actionable Steps for Selling Stocks27:27 Conclusion and Final ThoughtsCheck out the Palm Valley Wealth Management WebsitePalmValleywm.comCheck us out on InstagramLinkedIn FacebookListen to the Podcast Here! AppleSpotify
What this episode covers
Send us Fan Mail 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 chang...
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When to Sell a Stock: How to Know If You’re Holding On Too Long
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