The Trader's Plan Podcast

Matt has established MicrocapMillionaires as a distinctively unique penny stock newsletter that focuses on specific clues that lead to winning picks. He has documented his own success using these clues (aka "tells") and is thrilled when he has a part in helping others hit big wins with trading. Matt Morris of http://www.microcapmillionaires.com/   Steven Cawiezell has established TheTradersPlan.com as a distinctively unique ETF & Growth stock newsletter that focuses on trends in the market indices. Being a former Financial Advisor at a large broker dealer (and watching portfolios crash in 2008) forced Steven to abandon "buy & hold" and create an simple ETF strategy that has averaged 64.11% per year since 2007 that anyone can follow. To watch a free training webinar where Steven shares with you the secrets to his easy to follow ETF trading system simply go to http://www.TheTradersPlan.com On the Podcast Steven brings together trading systems experts, Professional Traders, and financial authorities

Shannon is a financial planner who left a "traditional" financial services firm to start her own company, The Financial Gym, because she felt traditional financial services firms did not have the tools or resources to help people in their 20s and 30s who are starting out and trying to build assets while also managing debt. She realized that the key to long-term personal financial success is a commitment to financial fitness and making smart financial choices.     Through her blog, Financially Blonde, her book, Train Your Way To Financial Fitness, her podcast, Martinis and Your Money and her company, Shannon is committed to making financial fitness fun, easy and accessible for others.     Welcome to the Expert Trading Systems Podcast with your host Steven Cawiezell. Steven has established TheTradersPlan.com as a distinctively unique ETF & Growth stock newsletter that focuses on trends in the market indices. Being a former Financial Advisor at a large broker dealer (and watching portfolios crash in 2008) fo

Pete Renzulli is a full-time stock trader and mentor since 2000.   CEO of tradingeducationblogs.com Pete and his team specialize in transforming new or struggling traders to the six-figure level and beyond.   Well-known among proprietary trading firms in NYC, previously owned and operated two successful trading desks.   Pete was also CEO of Keystone Trading Concepts and Chief Marketing Officer of T3 Live.com   You can find his podcast Six-Figure Trading on iTunes. Download the special report TEN PERFECT TRADES on his website.   Welcome to the Expert Trading Systems Podcast with your host Steven Cawiezell. Steven has established TheTradersPlan.com as a distinctively unique ETF & Growth stock newsletter that focuses on trends in the market indices. Being a former Financial Advisor at a large broker dealer (and watching portfolios crash in 2008) forced Steven to create a Simple, Powerful Market Timing Strategy That Consistently Outperforms the Market Indicies that anyone can follow" To watch a free trainin

Kirk Du Plessis is a full-time options trader, real estate investor, and stay-at-home Dad. A former Mergers and Acquisitions Investment Banker for Deutsche Bank in New York and REIT Analyst for BB&T Capital Markets in Washington D.C., he founded Option Alpha in 2007 and currently serves as the Head Trader. What started as a small personal blog has quickly grown into one of the industry's most respected authorities on options trading with more than 6.4 million visitors each year and 35,000 active members representing 42 different countries. Kirk's been interviewed on dozens of investing websites/podcasts and was recently featured in Barron’s Magazine as a contributor to their Annual Broker’s Review. When he's not helping thousands of people turn options trading into a passion and income stream they love, you'll find him spending time with his beautiful wife and two girls or working on his 1974 Pontiac GTO in their home state of Pennsylvania.   Welcome to the Expert Trading Systems Podcast with your host

I’m a former financial professional who is now a self-directed investor. I cut my teeth on the floor of the Chicago Mercantile Exchange, so I saw firsthand how the “sausage was made” – and it wasn’t pretty… I could go on and on about all the terrible (and just plain wrong) aspects of the financial industry… but here’s what I hated the most: not being able to do more for my clients to protect them and help them generate better returns. That sounds like any oxymoron… that a financial entity should try to protect its customers and make them money. But that’s furthest from the truth… I got so fed up with the way things were done that I left the industry during the financial crisis in 2008, to help active investors lacking the confidence and know-how. My goal was – to provide them with out-of-the-box methods to reduce risk, create better returns and generate income though options trading. And since 2008, I’ve changed the lives of thousands of traders and investors… so they could save up or retire more comfor

I have been a licensed Realtor since 2001. My father has been a Realtor since 1978 and I was surrounded by real estate in my youth. I remember sleeping under my dad’s desk when I was three while he worked tirelessly in the office. Surprisingly, or maybe not, I never wanted anything to do with real estate. When I grew up, I graduated from the University of Colorado with a degree in business finance in 2001. I could not find a job that was appealing to me so I reluctantly decided to work with my father part-time in real estate. Fourteen years later I am sure glad I got into the real estate business!   Welcome to the Expert Trading Systems Podcast with your host Steven Cawiezell. Steven has established TheTradersPlan.com as a distinctively unique ETF & Growth stock newsletter that focuses on trends in the market indices. Being a former Financial Advisor at a large broker dealer (and watching portfolios crash in 2008) forced Steven to create a Simple, Powerful Market Timing Strategy That Consistently Outperf

Joe is a former financial advisor (16 years) and represented a Fortune 500 company in the media. He was the “Money Man” at Detroit television WXYZ-TV, appearing twice weekly. He’s appeared in, among others, Child, Best Life, and Bride magazines, the Los Angeles Times, Chicago Sun-Times, Detroit News and Baltimore Sun newspapers. He’s also been quoted online in more than 200 different places, including CNBC.com and WSJ.com. His podcast, Stacking Benjamins, won the coveted Plutus Award for best podcast, given by the personal finance blogging community, and has been written about by both Inc. and FastCompany magazines.   Welcome to the Expert Trading Systems Podcast with your host Steven Cawiezell. Steven has established TheTradersPlan.com as a distinctively unique ETF & Growth stock newsletter that focuses on trends in the market indices. Being a former Financial Advisor at a large broker dealer (and watching portfolios crash in 2008) forced Steven to create a Simple, Powerful Market Timing Strategy That Co

Jason Hartman is the Founder and CEO of Platinum Properties Investor Network, The Hartman Media Company and The Jason Hartman Foundation. Starting with very little, Jason, while still in college at the age of 19, embarked on a career in real estate while brokering properties for clients, he was investing in he own portfolio along the way. Through creativity, persistence and hard work, he soon joined the ranks of the top one-percent of Realtors in the U.S. and in quick succession; earned a number of prestigious industry awards and became a young multi-millionaire.   Jason Hartman has been involved in several thousand real estate transactions and has owned income properties in 11 states and 17 cities. His company, Platinum Properties Investor Network, Inc. helps people achieve The American Dream of financial freedom by purchasing income property in prudent markets nationwide. Jason’s Complete Solution for Real Estate Investors™ is a comprehensive system providing real estate investors with education, research,

Bret Rosenthal launched his career in the late 1980’s in New York Cit y with Lehman Brothers and then moved on to Prudential Securities and Wachovia. During this time he mentored under the watchful eye of his father, Gary Rosenthal, with whom he still works today. The Rosenthal Group managed one of the most successful private client businesses in the country at all three firms, an achievement which was documented in the book The Winner’s Circle, by R.J. Shook. Bret began building trading systems in the late 1990’s. In 2001 the Rosenthal Group fully implemented Bret's first successful algorithmic system, P.A.C.E. (Proprietary Analyses and Computer Enhancement), throughout their entire client structure. In succeedin g years the acronym has evolved and while the employed tools have become exceedingly enhanced the core of the original P.A.C.E. system lives on in the strategies and systems of today’s rcmTradingDesk. In 2005, Bret and Gary started their own firm, Rosenthal Capital Management, LLC, located i

The Duomo Initiative is a division of PuriCassar AG. Duomo offers clients the unique opportunity to learn the exclusive methods developed at PuriCassar AG for trading the financial markets. These methods have been proven to be successful over a number of years, over both the short and long term, for ourselves, the clients we have traded on behalf of and the traders we have taught over the years. With 95% of traders losing money in the markets with methods they have learned elsewhere; we are proud to offer the opportunity for our clients to become part of the 5% minority that make consistent profits. Our Inner Circle mailing list is free to join at www.duomoinitiative.com and gives our clients the chance to receive all our exclusive content at absolutely no cost.     Steven Cawiezell has established TheTradersPlan.com as a distinctively unique ETF & Growth stock newsletter that focuses on trends in the market indices. Being a former Financial Advisor at a large broker dealer (and watching portfolios cra

My approach to financial planning revolves fundamentally around educating my clients to ensure their ability to make well planned choices and decisions. I believe that growing wealth must be accompanied by a defensive plan, preparing for the most tax efficient use of wealth at retirement. When appropriate, I am privileged to work alongside your other advisors to enhance planning strategies.   Steven has established TheTradersPlan.com as a distinctively unique ETF & Growth stock newsletter that focuses on trends in the market indices. Being a former Financial Advisor at a large broker dealer (and watching portfolios crash in 2008) forced Steven to create a Simple, Powerful Market Timing Strategy That Consistently Outperforms the Market Indicies that anyone can follow. To watch a free training webinar where Steven shares with you the secrets to his easy to follow ETF trading system simply go to TheTradersPlan.com On the Podcast Steven brings together trading systems experts, Professional Traders, and fina

Stanley Teitelbaum, Ph.D. is a clinical psychologist and financial therapist who consults with clients about self-defeating approaches in stock market investing, and collaborates with wealth managers, financial advisors and their clients to help then optimize financial outcomes.  He suggests that you can build a personal investment portfolio that outperforms your brokerage accounts IF you overcome your self-defeating investment patterns and follow basic principles based on an awareness and better understanding of common emotional factors that create pitfalls and contribute to wealth destroying roadblocks.  Dr. Teitelbaum draws on over three decades of his own experience with both brokerage accounts and personal investing in sharing his ideas. Dr. Teitelbaum can be reached at: cobaltjag@aol.com   Steven has established TheTradersPlan.com as a distinctively unique ETF & Growth stock newsletter that focuses on trends in the market indices. Being a former Financial Advisor at a large broker dealer (and wa

Sean Clark was just a young man when he realized that, being from a middle class home, no one was beating down his parents store to financially educate them or help them develop a game plan for success. With that reality in mind, and his college degree completed, Sean and his wife Annette set out to build a business that would “democratize” success… a “financial planning company for everybody”, regardless of means. From that idea came York Independents, the company Sean calls “the most unique shopping service you’ll ever find” because York Independents “not only does the analytical planning but then shops the marketplace to find clients better deals… then helps clients implement those plans”. According to Professor Clark, York Independent’s mission is to be the “hand-holding financial planners for the middle class “and the best part? YI’s planning services are done at the firm’s cost so they are absolutely free for clients. Here’s a little bit about Sean Clark.  Sean is currently CEO of York Indepe

The WealthPlan is a comprehensive financial services and wealth management practice serving individuals, families, and businesses across the generations. The firm has office locations in Long Island & Manhattan; advising over 200 clients nationally. David Warshaw, CHFC®, CLU® founded The WealthPlan to bring clients an incredible financial planning experience by serving as their chief financial officer - allowing clients to focus on the things they enjoy. David graduated from Washington University of St. Louis in 2003, majoring in both finance and accounting. After becoming fully licensed, he started building his financial planning practice in early 2004. David is a Chartered Financial Consultant® and a Chartered Life Underwriter®. His combined education and experience position him to offer broad-based financial advice that our clients can count on. On a personal level, David enjoys reading books on economics, financial planning, and politics. He is an avid consumer of media – including television, movies

Jacob is a founder of stealth research operation Alchematics, which specializes in the development of new techniques in algorithmic trading & investing utilizing machine learning, as well as a boutique brokerage.  He is also Head of Data Sciences for insurer JRP Group, where he has focused on the asset side of the insurer, identifying and innovating novel algorithms and technologies which have influenced £bns of trades within a short tenure.   One such learning algorithm solved a problem of greater complexity than that solved by AlphaGo at Google Deepmind and is estimated to be worth £50m to the company.  Jacob has a wide and successful career at the top end of finance, from trading £0.5bn per day for Barclays in equity arbitrage strategies, to advising the UK Treasury & DMO on the largest deal in European financial history, at the height of the credit crunch.  He has also been independently commissioned by Moody's Analytics to advise and share algorithmic IP with their stochastic asset modelling prov

When I first started trading I had limited success. A few big wins and A LOT of small losses. I have owned eleven businesses, including an engineering company, Novell networking company, AM-FM radio stations, an international product trading company, and a venture capital fund and consulting company. I am the creator and originator of the world’s best Futures Trading system and program. I have learned from many people, but the total package is my creation and how I trade. It is what I have to share with you.   Steven has established TheTradersPlan.com as a distinctively unique ETF & Growth stock newsletter that focuses on trends in the market indices. Being a former Financial Advisor at a large broker dealer (and watching portfolios crash in 2008) forced Steven to create a Simple, Powerful Market Timing Strategy That Consistently Outperforms the Market Indicies that anyone can follow. To watch a free training webinar where Steven shares with you the secrets to his easy to follow ETF trading system simply

John Ehlers is well known in the commodity futures arena as the Creator of MESA. He is author of four books including Rocket Science for Traders. John received his BSEE and MSEE from the University of Missouri and did doctoral work at George Washington University. He is the founder of MESA Software, having pioneered the MESA method of cycle analysis in the late 1970's. John is the recipient of the Market Technicians Association (MTA.org) Charles H. Dow award.   Steven has established TheTradersPlan.com as a distinctively unique ETF & Growth stock newsletter that focuses on trends in the market indices. Being a former Financial Advisor at a large broker dealer (and watching portfolios crash in 2008) forced Steven to create a Simple, Powerful Market Timing Strategy That Consistently Outperforms the Market Indicies that anyone can follow. To watch a free training webinar where Steven shares with you the secrets to his easy to follow ETF trading system simply go to TheTradersPlan.comOn the Podcast Steven brin

Matt has established MicrocapMillionaires as a distinctively unique penny stock newsletter that focuses on specific clues that lead to winning picks. He has documented his own success using these clues (aka "tells") and is thrilled when he has a part in helping others hit big wins with trading. Matt Morris of http://www.microcapmillionaires.com/   Steven Cawiezell has established TheTradersPlan.com as a distinctively unique ETF & Growth stock newsletter that focuses on trends in the market indices. Being a former Financial Advisor at a large broker dealer (and watching portfolios crash in 2008) forced Steven to abandon "buy & hold" and create an simple ETF strategy that has averaged 64.11% per year since 2007 that anyone can follow. To watch a free training webinar where Steven shares with you the secrets to his easy to follow ETF trading system simply go to http://www.TheTradersPlan.com On the Podcast Steven brings together trading systems experts, Professional Traders, and financial authorities to s

Mike Swanson is the founder and chief editor of WallStreetWindow and author of the book Strategic Stock Trading. He ran a hedge fund from 2003 to 2006 that generated a return of over 78% for its investors during that time frame. In 2005 out out over 5,000 hedge funds tracked by hedgefund.net it was ranked in the top 35 in regards to performance.  He has published a financial investment newsletter since 1999 now titled WallStreetWindow Monthly and publishes a premium trading service called WallStreetWindow Power Investor geared towards accredited investors.  He graduated from the University of Virginia in 1999 with a Masters Degree in History and published a book on the history of the American South focusing on the city of Danville, Virginia in 2010. In 2013 he published the book The War State: Cold War Origins of the Military-Industrial Complex and the Power Elite, 1945-1963.     Steven Cawiezell has established TheTradersPlan.com as a distinctively unique ETF & Growth stock newsletter that focuses on tre

ERIC NISSAN Co-Founder, CTO Eric handles all things technical at DIY.FUND. Having built similar tools for billion dollar hedge funds, and large asset management firms, Eric decided it was time individuals have assess to the same tools and techniques. DIY.FUND began as a personal project he used to track his own investments.   WENDY NISSAN Co-Founder, CMO With a Wharton degree in hand and many years on Wall Street analyzing and selling credit products to institutions, Wendy is eager to take her lifes experiences and give knowledge to today's investors. Through social media, and marketing, Wendy ensures the DIY.FUND messages reaches the masses each and every day.   DIY.FUND was founded with the simple goal of giving individual investors access to the same portfolio management tools that professionals have. Beyond a dashboard, DIY.FUND features a sophisticated goal engine that monitors portfolios, enabling individuals to stay on top of their investments. Other features include asset and sector allocatio