Many long-term investors plan to keep growing their portfolios for up to 30 years. But what happens when you reach the finish line and you’re ready to sell your investments?

In this episode, Natasha Etschmann (Tash Invests) and Ana Kresina (Head of Product & Community at Pearler) cover how and why to sell your investments. They also highlight potential tax considerations, and detail alternatives if you’d like to benefit from shares without selling. If you’re planning for a long-term investing horizon, this episode is for you!

@tashinvests
@anakresina
@getrichslowclub
@pearlerhq
Get Rich Slow Club
Pearler
YouTube

Disclaimer
Any advice is general and does not consider your financial situation needs, or objectives, so consider whether it’s appropriate for you. You should also consider seeking professional advice before making any financial decision.

Natasha Etschmann is an Authorised Representative 1299881 of Guideway Financial Services Pty Ltd AFSL 420367. Read the FSG available from https://tashinvests.com/links

Pearler is an Authorised Representative 1281540 of Sanlam Private Wealth Pty Ltd AFSL 337927. Read the FSG available from https://pearler.com/financial-services-guide

If you are considering any of the products we spoke about during the show, be sure to read the Product Disclosure Statement & Target Market Determination available from the product issuer’s website before deciding.

Hosted on Acast. See acast.com/privacy for more information.

Episode 284: Special ONWARD Episode: A new concept is born