Trading Mindset Revealed

Money Tree Investing

Money Tree Investing Podcast

Stockmarket, Valuestocks, Investing, Finance, Passiveincome, Wealth, Business, Personalfinance

4.6 • 658 Ratings

🗓️ 21 March 2025

⏱️ 67 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Lia Holmgren, a former psychotherapist turned full-time stocks trader and trading coach, joins the podcast to discuss the trading mindset. As a stock trading coach she shares how her background helps traders manage discipline, risk, and emotional control. Lia details her approach to options trading, preferring long-term leaps on high-quality stocks and selling covered calls for additional income, while stressing the importance of position sizing and risk management. Learn how you can trade more successfully and without emotion as today we discuss...

Lia Holmgren shares her background, originally from former Czechoslovakia, now a full-time stocks and options trader with a past in psychotherapy.
She explains how her upbringing instilled strong financial habits, leading her to explore investing and later trading.
Lia works with traders as a performance coach, helping them manage emotions, risk, and discipline.
She observes that fewer women enter trading due to natural risk aversion and societal influences but notes a growing interest among women in financial education.
One of the biggest issues Lia sees in traders is poor risk management and misunderstanding risk-to-reward ratios.
She teaches a simple risk management formula that she believes is life-changing for retail traders.
Institutional traders often struggle with ego and emotional challenges, especially during losing years.
Lia explains her position sizing approach, typically risking no more than 1% of her account per trade.
How traders need to focus less on being right and more on maximizing profits while controlling losses.
Lia holds about 20 individual stocks, adjusting the portfolio periodically.
Taxes play a role in trading decisions, but delaying exits for tax reasons can backfire.
How she prefers selling options over buying, particularly for short-term plays in high-volatility stocks.
2025 is expected to bring market volatility and choppiness, making swing trading more challenging.

Today's Panelists:

Kirk Chisholm | Innovative Wealth
Douglas Heagren | Pro College Planners
Jeff Hulett | Finance Revamp

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For more information, visit the show notes at https://moneytreepodcast.com/trading-mindset-lia-holmgren-696

Transcript

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0:00.0	Welcome to the Money Tree Investing Podcast.
0:04.0	Stock market, wealth, personal finance, value stocks, invest in your life.
0:10.0	Hello, Smart Money Tree Podcast listeners. Welcome to this week's show. My name is Kirk Chisholm. I'll be your host. And today, I'm joined with Leah Holmgren. How do you don't you, Leah?
0:18.0	Hi, dear Kirk. Thanks for having me on your podcast. Yeah, thanks for joining us. So people don't know you, Leah? Hi there, Kierich. Thanks for having me on your podcast.
0:22.1	Yeah, thanks for joining us.
0:25.4	So people don't know you. Maybe you could tell us a little bit about your background.
0:29.7	I was born in former Czechoslovakia. I've been in the U.S. about 17 years.
0:38.6	And I'm currently working as a full-time trader, sox and options trader and I used to work as a psychotherapist in the past. So it's kind of an interesting mixture. I help people with approaching the markets from the psychology perspective and discipline.
0:44.3	And I also am very passionate about trading. I trade every day. I love the work I do.
0:49.1	How did you get into trading? I mean, you're a psychotherapist. That sounds like a pretty
0:52.3	interesting and fascinating field. Like, what brought you into trading? I was always really good about money. And my parents raised me
0:59.2	really well in this topic. So I was always investing and saving money and investing in different
1:04.5	products and real estate and markets. So I've been around this finance part for 20 years.
1:10.5	And five, six years ago, I really enjoyed the volatility in the market.
1:14.6	So I kind of figured why not learning more about it and be more active with this part of my life.
1:20.8	I mean, but trading, though.
1:21.7	I mean, trading is a very unique field that a lot of people don't get into.
1:27.4	It's different from being an investor.
1:29.2	It's completely different mindset. So I'm still investing. Maybe 80% of my money is full-time
1:34.3	invested, but I still active around those investments with selling options on my long-term
1:39.1	holdings. That's my favorite approach. I think I just liked risking more than, you know, we have to say that
1:45.4	trading, it has some sort of risk and more than when you invest, I think. I'm not scared
	...

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