#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 Capital0:55 At Risk Capital and Investing1:25 Money Manager? Stock Broker? Financial Advisor?2:55 Your plan needs to be Specific and Tailored4:25 Why I started Active Day Trader5:35 Trading and Long-Term Investing are Different7:10 Separate yourself from your Emotions9:15 Who can benefit from working with a Financial Manager?10:15 You Can't Borrow for Retirement11:00 How to Retire with $1 Million Dollars12:20 The key to Financial Security15:00 The Biggest Mistakes17:15 A behavior management coach18:00 20 Year Returns: How to make 2% LESS than the market19:40 You aren’t trading; HAVE A PLAN21:45 Don't suffer when you lose23:00 Investing. It's a special skill set24:30 The importance of Vegetables?26:00 The easiest way to make $500,00028:10 Market Buzz and Crystal Balls with a Financial Manager29:05 Double Dividend Yield30:00 Is Crypto on the radar?Contact Info for Ross Meitin:[email protected] - 773.867.3620 Hosted on Acast. See acast.com/privacy for more information.