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Trading School Podcast
Jonathan Rose
9 episodes
1 week ago
At Active Day Trader we have a simple, fun and effective approach to the markets! Tune in to our podcast for some valuable lessons in trading Stocks, Options and Futures. Ditch the unnecessarily complicated (often magic) indicators and grab some REAL tips from career trader (former CBOE Options market maker and CME floor trader) Jonathan Rose and guests. We'll cover, Bond (US Treasury) Futures, owning inexpensive options, relative value trades, position management, volatility, pairs, events, catalysts and more!

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

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Investing
Education,
Business
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All content for Trading School Podcast is the property of Jonathan Rose and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
At Active Day Trader we have a simple, fun and effective approach to the markets! Tune in to our podcast for some valuable lessons in trading Stocks, Options and Futures. Ditch the unnecessarily complicated (often magic) indicators and grab some REAL tips from career trader (former CBOE Options market maker and CME floor trader) Jonathan Rose and guests. We'll cover, Bond (US Treasury) Futures, owning inexpensive options, relative value trades, position management, volatility, pairs, events, catalysts and more!

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

Show more...
Investing
Education,
Business
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#008 - [Case Study] How to Choose the Right Financial Advisor
Trading School Podcast
32 minutes 3 seconds
7 years ago
#008 - [Case Study] How to Choose the Right Financial Advisor

Investing, trading and planning for your future can seem overwhelming and complicated, but it doesn’t have to be. If you have the right plan in place and the right people to help you see it through, it’ll be a breeze!


People around me are continually surprised that as a professional trader, I have a financial advisor to help ensure that my long-term goals are attainable. I think it’s important I differentiate between trading and my investment goals.


Today, I sat down with Ross Meitin, my Financial Advisor and we cover topics like:


- Stock Broker, Money Manager and Financial Advisor - What’s the Difference?

- Who can benefit from Financial Planning

- How to earn an Extra $500,000 before Retirement

- The importance of Removing Emotions and Sticking to a Plan

- The difference between Investing and At-Risk Capital



0:55 At Risk Capital and Investing

1:25 Money Manager? Stock Broker? Financial Advisor?

2:55 Your plan needs to be Specific and Tailored

4:25 Why I started Active Day Trader

5:35 Trading and Long-Term Investing are Different

7:10 Separate yourself from your Emotions

9:15 Who can benefit from working with a Financial Manager?

10:15 You Can't Borrow for Retirement

11:00 How to Retire with $1 Million Dollars

12:20 The key to Financial Security

15:00 The Biggest Mistakes

17:15 A behavior management coach

18:00 20 Year Returns: How to make 2% LESS than the market

19:40 You aren’t trading; HAVE A PLAN

21:45 Don't suffer when you lose

23:00 Investing. It's a special skill set

24:30 The importance of Vegetables?

26:00 The easiest way to make $500,000

28:10 Market Buzz and Crystal Balls with a Financial Manager

29:05 Double Dividend Yield

30:00 Is Crypto on the radar?



Contact Info for Ross Meitin:

ross.meitin@lfg.com

Phone - 773.867.3620


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

Trading School Podcast
At Active Day Trader we have a simple, fun and effective approach to the markets! Tune in to our podcast for some valuable lessons in trading Stocks, Options and Futures. Ditch the unnecessarily complicated (often magic) indicators and grab some REAL tips from career trader (former CBOE Options market maker and CME floor trader) Jonathan Rose and guests. We'll cover, Bond (US Treasury) Futures, owning inexpensive options, relative value trades, position management, volatility, pairs, events, catalysts and more!

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