Ep 172: Should you sell your investments when the market is up?

August 2, 2019 By Michael Clark

On this episode of the Let’s Talk Future show, Michael and John start by discussing the importance of using a Roth IRA and how it can help grow your retirement fund. They answer an email and two calls from listeners and help them learn more about Roth.

In the next half of the show, the hosts explain a common question they receive from listeners and clients about selling investments during this prosperous economic period.

Listen below to hear what they have to say and skip to the section you want using the timestamps provided.

This show is all about the Future, specifically your future and your finances.

Quote of the day:

“If you take care of the minutes, the years will take care of themselves.” – Rick Hanson

Timestamps:

3:20 – Email about tax withholdings and Roth conversions
10:00 – Caller concerned about retirement plan
16:30 – Caller troubled with son needing to rename benefits for their IRAs
23:00 – Text about selling investments with the market at an all-time high
32:00 – Call about estate planning and how to give houses to their children

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