How To Create A Financial Freedom Plan and Retire On Your Own Terms with Jaden Sterling

Jaden Sterling is the award-winning author of “The Alchemy of True Success,” the creator of the Wealth & Wisdom Daily Oracle Cards, and the founder of Sterling Stock Ed. Inc., a global stock investment program with hundreds of students around the world. Sterling draws on his 30+ years of experience as a professional investor to help people become confident investors by simplifying the investment process. Sterling is an Angel Investor and C-Suite consultant who focuses on increasing client productivity and sales.

Prior to consulting, Sterling worked for Citigroup as Regional Vice President of Asset Management, increasing sales from $100 million to more than $300 million in two years. Sterling also worked as a financial consultant for Merrill Lynch and Smith Barney, advising some of America’s wealthiest families.

Sterling’s passion and purpose in life is to help people take control of their finances and live a financially free life. Sterling teaches how to invest in stocks and buy and sell stocks through his software, “Sterling Stock Picker,” which was designed to answer the top question on most investors’ minds: “How do I pick winning stocks?” “To effectively find winning stocks, we evaluate and score multiple financial, fundamental, and technical metrics using our patent-pending “North Star” process, which provides clear investment guidance on when to buy, sell, hold, or avoid. The software is simple to use and connects a community of investors who freely share ideas and support one another.

Sterling now lives in British Columbia with his wife and two stepchildren.

Episode Highlights Here:

Jaden Sterling:

Whatever stocks that pop up for them are in alignment with their personal values, but also their risk tolerance level, which is really important.

Pierce York:

Talking to you before the show, you mentioned that you have this new software that you’ve picked up, which kind of sounds like you’re simplifying the complicated because I know for a fact that trying to pick stocks and day trading, or even swing trading, or any sort of trading, you can lose real quick if you’re not paying attention, and you don’t know what you’re doing. So, tell me about your software, and how does it work? What’s the value it brings?

Jaden Sterling:

Thanks for asking information and knowledge is key, you’re right, if you don’t know what you’re doing, you can absolutely lose your shirt in investing, especially in this market. This is a super tricky equity market to make profits in. So you had to be really selective in terms of what industries to invest in, and then find the right companies within that industry. So we had a huge monumental task that we set out to accomplish, which was, we basically said in 2018, if we could help novice investors people who knew nothing about stocks, nothing about investing, if we could help them find winning stocks in three clicks, we knew we’d have something. So we created the software around looking at people’s personal values. So whatever stocks that pop up for them are in alignment with their personal values, but also their risk tolerance level, which is really important. So the system tracks 16,000 companies in North America, and also over 700 cryptocurrencies. That’s a huge market that’s really coming up quickly. We thought it would be important to have software that would analyze Cryptos as well as stocks and then give recommendations to people.

Pierce York:

Awesome. So, I’m gonna pressure you a little bit here, because I’m really curious. So how is it different than let’s say as a Zacks picks or a Louis Navellier picker, or even just some kid on YouTube who’s got a discord that throws out pics? How is your software differentiating itself and what value does it bring above and beyond that?

Jaden Sterling:

Great question. So there’s a ton of software out there that will pick stocks, mostly from a technical perspective, and I’ve invested in those before, I’ve paid 10s of 1000s of dollars to buy software to find winning stocks. It was confusing, I thought if it’s this complicated for me, then I can’t imagine it working for many people, because this is my background. So what I studied to do. So like I said, we simplified the complicated not only do we look at the technical indicators, but we also look at the financial, as well as the fundamental indicators. Every Monday I show up there, I do a live stream and share with our subscribers what I’m buying, and why I’m buying it. If I pull back on a position or a stock, if I sell it, I always share why as well. So I’m combining a lot of other elements that some of our competitors don’t have. First of all, I’m in there, if at 30. I’m a 32-year professional investor. So, I’m in there giving advice. Also, I’ve recorded training videos, we must have several 100 videos throughout the website that are embedded to help people learn about what technical indicators are, what fundamental indicators are, and what financial indicators mean for a business? It’s through that comprehensive structure with all the elements in place, that I think we have something fairly unique.

Pierce York:

Interesting. So, basically, the value adds above and beyond is that you kind of really drill down into simplifying what it is you’re doing and the why behind it. So, people can easily follow along without getting lost in the minutiae of everything that’s around them.