When to Sell in a Bull Market

An episode of the Let's Talk Money with Monika Halan podcast, hosted by Monika Halan, titled "When to Sell in a Bull Market" was published on September 19, 2024 and runs 18 minutes.

September 19, 2024 ·18m · Let's Talk Money with Monika Halan

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Summary

Monika brings a new format to her podcast from this episode onwards. She will first tell you what a macro event means for you. This episode she tells you the impact of government spending on GDP growth and how that matters in your financial life. Then she will unpack a micro event. This week it is the changes in the Public Provident Fund that go live from October 1 2024. She then answers three listener questions. The first one has to do with when to sell in a bull market. Next is a question on shifting to a more tax advantaged product than debt funds. And last, a worry about planning mutual fund investments so that the kids can get the money without having to sell the funds. Chapters: (00:35 - 03:47) Government Spending and Its Impact on GDP Growth (03:48 - 07:12) Changes to Public Provident Fund (PPF) Rules and Consolidating Financial Accounts (07:47 - 10:49) When to Sell in a Bull Market and the Importance of Asset Allocation (11:11 - 14:18) Shifting from Debt Funds to Arbitrage or Equity-Saving Schemes Post-Tax Changes (14:25 – 17:17) Legacy Planning and Managing Expectations for Children's Inheritance If you have financial questions that you’d like answers for, please email us at [email protected] Monika’s book on basic money management ⁠https://www.monikahalan.com/lets-talk-money-english/⁠ Monika’s book on mutual funds https://www.monikahalan.com/lets-talk-mutual-funds/ Monika’s workbook on recording your financial life ⁠https://www.monikahalan.com/lets-talk-legacy/⁠ Calculators ⁠https://investor.sebi.gov.in/calculators/index.html⁠ You can find Monika on her social media @monikahalan. Twitter ⁠@MonikaHalan⁠ Instagram ⁠@MonikaHalan⁠ Facebook ⁠@MonikaHalan⁠ LinkedIn @MonikaHalan Production House: www.inoutcreatives.com Production Assistant: Anshika Gogoi

Episode Description

Monika brings a new format to her podcast from this episode onwards.

She will first tell you what a macro event means for you. This episode she tells you the impact of government spending on GDP growth and how that matters in your financial life.

Then she will unpack a micro event. This week it is the changes in the Public Provident Fund that go live from October 1 2024.

She then answers three listener questions. The first one has to do with when to sell in a bull market.

Next is a question on shifting to a more tax advantaged product than debt funds.

And last, a worry about planning mutual fund investments so that the kids can get the money without having to sell the funds.

Chapters:

(00:35 - 03:47) Government Spending and Its Impact on GDP Growth

(03:48 - 07:12) Changes to Public Provident Fund (PPF) Rules and Consolidating Financial Accounts

(07:47 - 10:49) When to Sell in a Bull Market and the Importance of Asset Allocation

(11:11 - 14:18) Shifting from Debt Funds to Arbitrage or Equity-Saving Schemes Post-Tax Changes

(14:25 – 17:17) Legacy Planning and Managing Expectations for Children's Inheritance

If you have financial questions that you’d like answers for, please email us at [email protected]

Monika’s book on basic money management

⁠https://www.monikahalan.com/lets-talk-money-english/⁠

Monika’s book on mutual funds

https://www.monikahalan.com/lets-talk-mutual-funds/

Monika’s workbook on recording your financial life

⁠https://www.monikahalan.com/lets-talk-legacy/⁠

Calculators

⁠https://investor.sebi.gov.in/calculators/index.html⁠

You can find Monika on her social media @monikahalan.

Twitter ⁠@MonikaHalan⁠

Instagram ⁠@MonikaHalan⁠

Facebook ⁠@MonikaHalan⁠

LinkedIn @MonikaHalan

Production House: www.inoutcreatives.com

Production Assistant: Anshika Gogoi

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