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The Financial Breakaway Podcast is your guide to breaking free from the confusion of the financial world and unlocking your path to a more confident retirement plan. Join me as I look to empower mid-career to retirement-aged individuals, just like you, through engaging conversations about what retirement means to you and then how to build a retirement plan that fits. While crucial topics like investing strategies, tax planning, withdrawal strategies, and social security will be discussed, I believe that your personal goals, desires, and lifestyle are equally vital. In this podcast, I’ll help you bridge the gap between financial strategies and your individual aspirations, merging the two to create your very own ”financial breakaway.” ----------1200 N. Mayfair Rd, Ste. 300, Milwaukee, WI 53226 414-253-4600. Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA (www.finra.org) SIPC (www.sipc.org). Osaic Wealth separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Osaic Wealth does not provide tax or legal advice. This communication is strictly intended for individuals residing in states of CO, FL, GA, MI, MN, MO, MT, NC, TX, and WI. No offers may be made or accepted from any resident outside the specific state(s) referenced. PLEASE NOTE this information being provided is strictly as a courtesy.
Episodes
Tuesday Feb 23, 2021
Tuesday Feb 23, 2021
The big question this year in 2021, is "should I sell my winners? " 2020 was a crazy year in the markets and some stocks saw some out of this world gains. Some are up double, triple, or even more than that. Therefore, if you have some of these winners I don’t have to tell you that thoughts start to creep into your mind like, "can it keep going up?" "Is it going to go down now?" "Should I hold?" Should I Sell?" Etc, etc. Unfortunately, the answer to “should you sell” is a “it depends” … I know it’s not a satisfying answer, but in this episode I want to share my own personal 3 rules of thumbs to selling winners to hopefully help you answer this question.
Please visit www.rhitch.com/resources for more information.
Ryan Hitchcock
Financial Planner
Direct: 414-253-4611
rhitchcock@highpointcaptialgroup.com
Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is not guarantee of future results. Securities and investment advisory services offered through SagePoint Financial, Inc. (SPF), member FINRA/SIPC. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF.
1200 N. Mayfair Rd., Suite 300, Milwaukee, WI 53226. Phone: 414-253-4600.
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