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Better Money Decisions

You’ve probably started with great intentions, telling yourself you’ll stash away more for retirement and buy fewer lattes (because some writer said buying lattes is a bad thing). But life happens. It’s not as neat and tidy as the financial experts on TV seem to think. You’ve got a lot going on in your life, and you need more than simplistic, cookie-cutter instructions to keep you on the right financial path. Kate Stalter escorts you to the right path for your money. She talks to experts and "normal" people who have taken the right steps to make better money decisions.
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Now displaying: Page 1
Jan 10, 2017

If you would like to know more about stocks, options and trading, listen in to today's episode of America Talks Money, with hosts Kate Stalter and Kelly Chisholm and their expert guest, Bob Lang. Today Kate and Kelly talk about the emotional impact of investing and Bob offers his sage advice about how you can win with money markets.

 

Kate, a licensed Financial Advisor and a long-time journalist at financial publications, became a financial advisor because she felt that as a journalist, she wasn't helping people enough with their money problems. She learned that you have no idea of the emotional impact of investing if you're not actually helping people with their financial issues.

 

Kelly, a licensed psychotherapist, who worked with marriage counseling for about twelve years, found that many, even most relationship problems were around issues to do with money- communication about it, or feelings related to it. She started working with couples, just on money issues. She had no financial advisor to refer her clients to, so she eventually filled the role herself, coming a full circle to have the impact that she desired.

 

Bob is a financial columnist and also owns a company called Aztec Capital. He is a private trader in equity and options markets and an expert on options and how to trade them. He also runs a website, Explosive Options, as an options trading mentor, teaching people how to trade options the right way for sustainability. He has a vast range of experience, including managing a $300,000,000 pension plan, long-term financial planning, asset allocation and retirement planning. He launched Aztec Partners Hedge Fund in 2008 for both private and institutional clients. He also offers personal coaching and mentorship.

 

On today's episode, Kate and Kelly talk about:

 

  • The importance of getting the correct advice about investments.
  • That this show is geared to boomers rather than millennials.
  • Financial security as compared to financial freedom- particularly for boomers.
  • Kelly's 30,000 ft. view and some quick pointers to managing emotions around money.

 

Today Bob talks about:

 

  • A basic definition of options.
  • The best approach to take when beginning to look at options.
  • Risk management and caution when trading.
  • There will be occasions where the market will humble you.
  • His approach to identifying opportunities.
  • His thoughts on structured products created to give people an alternative to traditional stocks and bonds.
  • The importance of educating yourself, when it comes to trading.
  • The appropriate use of options, for longer term investors.
  • Puts as a trading option.

 

To contact Kate:

Website: www.americatalksmoney.com

 

Email:    askus@americatalksmoney.com

 

To contact Bob:

 

Website: www.explosiveoptions.net  (For Bob's chatroom)

             

 

Twitter: @aztecs99

                 or

            @xplosiveoptions

 

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