About this episode

Jacob Duke discusses the reasons behind delaying the sale of winning investments and offers insights on how to approach this decision.

Why haven't you sold that investment that has made you a lot of money? What's stopping you? I'm hearing the question "What should I do with my big winners?" a lot more lately, so I wanted to give you some ideas on how to think about this. 👉 Book a call with me: https://www.rivertreewealth.com/get-started ✅ Get your Important Numbers 2025 PDF here: https://www.rivertreewealth.com/2025-important-numbers Email: jacob@rivertreewealth.com Website: https://www.rivertreewealth.com LinkedIn: https://www.linkedin.com/in/jacobduke Jacob Duke, CFP, MBA is the founder of Rivertree Wealth and the host of the Retirement Answers podcast. DISCLAIMER: This should not be taken as tax, legal, or investment advice. All content is for educational purposes only.

People in this episode

Host: Jacob Duke

Topics covered

• investment strategy
• selling investments
• financial advice
• wealth management
• retirement planning

Keywords

• investments
• selling
• financial planning
• wealth
• retirement

Mentioned in this episode

Organizations: Rivertree Wealth, LinkedIn, Important Numbers 2025 PDF, Email

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