Know Your Options: The Measured Risk Podcast

By: Bernard Surovsky & Larry Kriesmer
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  • Summary

  • Welcome to "Know Your Options: The Measured Risk Podcast" - the ultimate guide to navigating the volatile nature of the markets while managing risk purposefully. Join us as we challenge the theory behind Traditional Asset Allocation and dive into the mathematics of investing. Whether you are a seasoned investor or just starting out, this podcast offers valuable insights and practical advice to help you make informed decisions and manage your money wisely. So, grab a cup of coffee, sit back, and let's dive into the world of calculated risks together.
    2023 Know Your Options: The Measured Risk Podcast. Bernard Surovsky & Larry Kriesmer. All Rights Reserved.
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Economics Personal Finance
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Episodes
  • Ep 026: Volatility Crush: Unveiling the Earnings Trading System

    Ep 026: Volatility Crush: Unveiling the Earnings Trading System
    Nov 29 2023
    In this episode, Bernard Surovsky and Larry Kriesmer speak with Dan Passarelli, a highly respected options trader, and educator who has built a comprehensive curriculum in options trading from his extensive experience in the industry. Starting his career by knocking on doors at the Chicago Board of Trade, he eventually became a market maker, gaining invaluable experience on the trading floor. Passarelli's curriculum covers everything from the basics of options trading to more advanced strategies such as covered calls, cash-secured puts, and an earnings trading system. He believes in the "smart income system," which emphasizes the importance of planning and strategy, and sees options trading as a way to give back and help individual traders. Dan Passarelli is the Founder and CEO of Market Taker Mentoring, a leading option-trading education firm that provides online options training, newsletters, and personalized one-on-one coaching for options traders. He has trained over 100,000 traders in 50+ countries—many who have seen results good enough to become full-time pro traders. After beginning his trading career on the floor of the CBOE as an equity options market maker, Dan joined the company’s Options Institute and began teaching both basic and advanced trading concepts to traders, brokers, money managers, and market makers. In addition to his work with the CBOE, he has been an invited speaker and taught options strategies at the OIC, ISE, CME Group, Shanghai Futures Exchange, and many leading options-based brokerage firms—both nationally and abroad. Dan has a passion for sharing his knowledge and expertise in options trading, and he has authored two high-selling option-trading books, Trading Option Greeks and The Market Taker’s Edge. He is a frequent contributor to Bloomberg Business Television, FOX Business News, The TD Ameritrade Network, The Street, and CBOE TV; he is a resource to print journalists on markets, trading, and investing; and he shares trading strategies in well-attended online webinars. Whatyou’ll learn about in this episode: - Get acquainted with the "smart income system," involving covered calls and cash-secured puts, and learn how to implement these strategies effectively to enhance your income potential. - Dive into more sophisticated strategies like credit and time spreads, including iron condors, and understand how to use them effectively. - Learn how technological advancements in electronic trading have reshaped the landscape and how you can adapt to these changes for more efficient trading. Measured Risk Portfolios Resources: https://www.measuredriskportfolios.com https://www.linkedin.com/company/measured-risk-portfolios/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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    37 mins
  • Ep 025: Demystifying Financial Planning: Effective Tax Planning & Wealth Management Strategies

    Ep 025: Demystifying Financial Planning: Effective Tax Planning & Wealth Management Strategies
    Nov 8 2023
    R. J. Kelly is the Founder and Chief Visionary Officer of Wealth Legacy Group®, Inc. in San Diego, California, a company specializing in the diverse needs of closely held business and professional families. Creator of the Critical Actions Roadmap™, R. J. and the WLG “tribe” develop comprehensive plans that maximize investment and asset growth, mitigate risk, create clarity in family legacy & issues of philanthropy, and facilitate business succession and exit strategies. He also Co-Founded and was Program Manager for twelve years of the non-profit, The Center for Wealth & Legacy™, an organization which presented over fifty community events, including the annual “Lasting Legacy & Inspiration Awards™” and the tri-annual “Leadership Insights Forum™”.   R. J. has been in the financial services industry since 1977. He is a Chartered Life Underwriter®, Chartered Financial Consultant®, Retirement Income Certified Professional®, a Chartered Advisor in Philanthropy®, has a master’s in financial services with an emphasis in taxation, and is an Investment Advisor Representative of Wealth Legacy Group®, Inc., an independent Registered Investment Advisor. Additionally, he has earned the Accredited Estate Planner (AEP®) designation, recognizing a graduate-level specialization in estate planning, and the Certified Exit Planning Advisor designation, an executive MBA-style program that trains and certifies qualified professional advisors in the field of exit planning for business owners. R. J.’s latest education is the Wealth Management Certified Professional designation, which provides training in the intersection of retirement planning and wealth management skills to address the complex needs of financially successful clients. What you’ll learn about in this episode:   Discover the vital role of tax mitigation strategies in achieving financial success. Learn how to plan for future generations and philanthropic endeavors while navigating the intricacies of taxes and financial planning. Explore how assets held in trusts offer robust protection against creditors, divorce, and excessive taxation. Uncover the art of strategic philanthropy and its ability to both reduce tax burdens and support causes close to your heart. Delve into the debate of AI versus human advisors, and why human expertise remains indispensable, especially for those on a budget. Gain insights into the core mission of financial professionals—to untangle complex financial issues and secure your financial future.   Guest Resources: https://wealthlegacygroup.com https://www.linkedin.com/in/wealthlegacygroup/ https://twitter.com/WealthLegacyGrp https://www.youtube.com/channel/UCr0BcxBgvQSxvo1wVaJgFLw https://www.facebook.com/WealthLegacyGroupInc   Measured Risk Portfolios Resources: https://www.measuredriskportfolios.com https://www.linkedin.com/company/measured-risk-portfolios/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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    44 mins
  • Ep 024: Beyond Numbers: The Psychology of Financial Planning

    Ep 024: Beyond Numbers: The Psychology of Financial Planning
    Nov 1 2023
    On this episode, hosts Bernard Surovsky and Larry Kriesmer interview Matt Page, a financial planner at Lucas Group Financial Partners in Sacramento, California. In this episode, they explore topics such as anticipating clients' cash flow needs, the evolution of investment products, and the challenges the bond market faces. The hosts also touch on industry improvements, marketing strategies, and the importance of understanding clients' psychological and emotional needs. Matt's prediction that stocks will perform well over the long term is just the cherry on top.   Matt Page is a Partner at Lucas Group Financial Planners, Inc., which has been providing financial planning and wealth management services to clients for over 40 years. Matt is aCertified Financial Planner with more than two decades of experience. Throughout this time, he has shown his commitment to offering a high level of service and actionable insights to clients about their finances.   What you’ll learn about in this episode: • How comprehensive financial planning involves fitting all the pieces of a client's financial life together based on their goals and needs. • Why asset allocation strategy should consider clients' cash flow needs and adjust investments accordingly. • How building relationships and understanding the psychology of financial planning are crucial in serving clients effectively.   Matt Page Resources: https://lucasplanners.com https://facebook.com/twentyoverten https://twitter.com/twentyoverten https://instagram.com/twentyoverten   Measured Risk Portfolios Resources: https://www.measuredriskportfolios.com https://www.linkedin.com/company/measured-risk-portfolios/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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    33 mins

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