• #008 - [Case Study] How to Choose the Right Financial Advisor

  • Jan 31 2018
  • Length: 32 mins
  • Podcast

#008 - [Case Study] How to Choose the Right Financial Advisor

  • Summary

  • 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.

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