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RL215 – Mastering Sell Discipline: Key Strategies for Smarter Investing

In this episode of the Retirement Lifestyle Show, hosts Roshan Loungani and Adrian Nicholson discuss the importance of having a sell discipline in investing. They share insights from a recent wealth management conference, emphasizing the need for investors to have clear reasons for selling their investments, which can be based on changes in their investment thesis or market conditions. The conversation moves into behavioral finance, emotional decision-making, and the significance of customizing sell strategies to fit individual investor profiles. The hosts provide practical tips for developing a sell discipline that can educate investors about future market volatility and make informed decisions. Listen now to learn about Mastering Sell Discipline: Key Strategies for Smarter Investing.

Chapters

00:00 Introduction and Conference Insights

03:00 Understanding Sell Discipline

05:56 Thesis and Discipline in Investing

09:54 Evaluating Sell Strategies

12:59 Behavioral Finance and Emotional Investing

16:24 Opportunity Cost and Investment Decisions

20:07 Customizing Your Sell Discipline

23:45 Final Thoughts on Emotional Decision-Making

To read the Full Show Notes scroll down or click here.

  • Roshan Loungani can be reached at roshan.loungani@aretewealth.com or at 202-536-4468.
  • Erik Olson can be reached at erik.olson@aretewealth.com or 815-940-4652.
  • Adrian Nicholson can be reached at adrian.nicholson@aretewealth.com or at 703-915-8905

Listen now to learn about Mastering Sell Discipline: Key Strategies for Smarter Investing.

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In this episode of the Retirement Lifestyle Show, hosts Roshan Loungani and Adrian Nicholson discuss the importance of having a sell discipline in investing. They share insights from a recent wealth management conference, emphasizing the need for investors to have clear reasons for selling their investments, which can be based on changes in their investment thesis or market conditions. The conversation moves into behavioral finance, emotional decision-making, and the significance of customizing sell strategies to fit individual investor profiles. The hosts provide practical tips for developing a sell discipline that can educate investors about future market volatility and make informed decisions. Listen now to learn about Mastering Sell Discipline: Key Strategies for Smarter Investing.

Full Show Notes:

Listen now to learn about Mastering Sell Discipline: Key Strategies for Smarter Investing.

Disclaimer Welcome, you are now listening to the retirement lifestyle show with Roshan Loungani Erik Olson and Adrian Nicholson. This show is an exploration of ideas to help you work towards your ideal retirement. Roshan Loungani and Erik Olson serve clients across the US. They offer financial planning and investment advice through Arete Wealth Advisors, LLC, an SEC registered investment advisor and securities through Arete Wealth Management LLC, member FINRA, SIPC, and NFA. Get ready for the financial independence of your dreams. All opinions expressed by podcast hosts and guests are solely their own are based on information they believe is reliable. Neither Arete Wealth nor its affiliates, warrants its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only and should not be regarded as specific advice or recommendations for any individual. Before making any decisions consult a professional. Finally, our music is the chance by Jason Shaw and Audionautix. It’s part of the YouTube Audio Library and it’s licensed under a Creative Commons license.

Thank you for listening.

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