#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:

[email protected]

Phone - 773.867.3620

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