AAR13 - Discipline: The Investing Key with Brian Montes
The Investing for Beginners Podcast - Your Path to Financial Freedom
Andrew Sather & Glassbox Media
4.2 • 1.5K Ratings
🗓️ 2 September 2025
⏱️ 43 minutes
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| 0:00.0 | Welcome back, everyone to at any rate. My name is Evan Wright. And as always, we're here to |
| 0:15.5 | help you make sustainable financial changes without breaking a sweat. And today we actually |
| 0:19.3 | have a special guest, new face to the podcast. We've got somebody who works to, I would say, cut through the noise in the world often with so much hype built in the world, especially in the finance world. And today we have with us Brian Montez. He's a swing trader, educator, and most of all, host of the podcast, Learn to Swing Trade, the stock market. And he's built following, to my understanding, at least, by focusing on discipline, structure, and the practical tools, not just promises of overnight riches, which is by far my least favorite thing to see in the finance space. How are you doing today, Brian? Great, Evan. How are you doing? I am doing absolutely fabulously. And as I mentioned to Brian, hopefully my audio isn't echoey or anything like that. |
| 0:55.7 | We're in the process of moving, so it's kind of empty in here. |
| 0:58.3 | But it seems to at least sound good on my end. |
| 1:00.9 | Now, there's something that I love to ask everybody who comes on the podcast. |
| 1:04.6 | The biggest question to me is when was when was your financial awakening? |
| 1:14.5 | My financial awakening. That's a great question, by the way, and I think everybody has a financial awakening, at least I hope they do. |
| 1:16.5 | But my personal financial awakening was back when I was working for a Fortune 500 company. |
| 1:21.5 | So I was in sales. |
| 1:23.4 | I worked for a good company. |
| 1:24.6 | I was making a good living. |
| 1:25.7 | I wasn't making a great living. |
| 1:27.9 | You know, things had a nice steady paycheck, company car, company credit card. |
| 1:33.7 | So, you know, you're making a good living and you're getting by, right? But then you start to |
| 1:38.3 | take a step back and look at what does this look like in 20, 30 years. And yes, I anticipated my |
| 1:43.9 | career. We continue to grow, but I also |
| 1:46.0 | realized if I didn't take a more direct approach to my financial freedom and the management of my |
| 1:51.6 | creation of additional income and wealth management, that it wasn't going to happen, right? The path |
| 1:58.0 | didn't look all that great 30 years from now if I stayed on the same track with the same, you know, employer and just got those three and a half, four percent raises each year and the occasional promotion. That's not long. That was the awakening. Yeah, that's that's that's really good to hear. It's pretty similar to mine, I would say, where I graduate college, I was in an industry again, good job, good pay, all this sort of stuff. But if I look 30 years from now it's pretty similar to mine i would say where i graduate college i was in an industry again |
| 2:17.7 | good job good pay all this sort of stuff but if i look 30 years from now it's not exactly where you |
| 2:22.9 | want to be so i guess that leads me into another question of mind which is what are your wise |
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