The Investing for Beginners Podcast - Your Path to Financial Freedom

AAR13 - Discipline: The Investing Key with Brian Montes

13 snips
Sep 2, 2025
Brian Montez, a swing trade educator and host of 'Learn to Swing Trade the Stock Market,' shares his journey to financial freedom. He emphasizes the critical role of discipline and structure in trading. The discussion covers swing trading basics and its emotional challenges, including risk management techniques. Montez highlights the need for a consistent trading system and the importance of not risking essential living expenses. They also explore how AI is reshaping trading and the value of financial education for young traders.
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ANECDOTE

Financial Awakening At A Fortune 500 Job

  • Brian Montez realized his Fortune 500 stock holdings hadn’t grown after 10 years and felt stuck with small raises.
  • That prompted him to take control and learn other ways to grow compound returns beyond his 401(k).
ADVICE

Prep Trades After Hours And Automate Entries

  • Use after-hours chart review to build trade theses and set alerts so you don't need to watch intraday action.
  • Automate entries or alerts and step away until the trigger hits to avoid emotional intraday decisions.
ADVICE

Use Technical Stop Losses Every Trade

  • Always set a technical stop loss before entering a trade and base it on chart support or moving averages.
  • Honor that stop to preserve capital and maintain your reward-to-risk framework.
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