Wealth Podcast Post

How to Pick Stocks with Jaden Sterling

George Grombacher June 30, 2022

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How to Pick Stocks with Jaden Sterling

LifeBlood: We talked about how to pick stocks, the lie and problem of diversification, why focus is the key to fortune, how to invest according to your values, and how to make money in the stock market, with Jaden Sterling, Founder and CEO of Sterling Stock Picker.  

Listen to learn why getting started is one of the simplest but hardest things!

You can learn more about Jaden at SterlingStockPicker.com, Facebook, Twitter, YouTube and LinkedIn.

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Our Guests

George Grombacher


Jaden Sterling

Episode Transcript

george grombacher 0:00
Come on we’re left with is George G and the time is right. welcome today’s guest struggle powerful Jaden Sterling. Jaden. Are you ready to do this?

Unknown Speaker 0:19
I’m ready, George, let’s do this thing.

george grombacher 0:21
All right, let’s go. JD was a top financial advisor for many years with top firms before developing the Sterling stock picker to help ordinary investors invest like CFPs and CFAES. Without having to go and get the certifications JD and excited to have you on, tell us a little about your personal life’s more about your work and why you do what you do.

Unknown Speaker 0:43
Thanks, George, for having me on your show, really appreciate it. I’m in British Columbia, Canada, I’m up here with my wife and two step up kids. And it’s quite beautiful. We overlook the Kootenay National Park. So that’s wonderful experience up here. And I assist people to take control of their money. Basically, to get it away from the bankers and the brokers and start and vesting it on their own, it’s important to learn about, you know, financial matters. And that’s the, that’s the one thing I learned in my early 20s is to start taking control of your money, not from the brokerage firms that I worked for, but more from the clients that I had George like multimillionaire clients, and they all had individual stocks in their portfolios. And that’s how they built true wealth.

george grombacher 1:33
Got it? I appreciate that. So you got into the financial advisory business, and you recognized, okay, there’s a right way to do this. And I don’t want to be so binary, but right or wrong way to do this, but maybe there’s a better way to do it. And that’s what led you to developing your process, your your, your your system.

Unknown Speaker 1:55
Correct led me to develop a course that I teach stocks for freedom, and then ultimately, our software, the Sterling stock picker.

george grombacher 2:03
Got it. And from my experience, it’s not necessarily an easy thing to learn how to invest in stocks and learn about the markets. How did you is that somebody you’ve always been passionate about?

Unknown Speaker 2:17
Yeah, my 20s. I worked for Merrill Lynch and Citigroup. So that entire decade and I learned that the systems being on the inside, it was easy for me to know, the system is set up to make money off of clients, not for clients, there is even a term for it within the industry. It’s called velocity. And it’s the speed at which the broker turns over a client’s portfolio every time there’s a turnover, they make money. When I recognize this, and I figured out my clients would have been far better off if they just kept their individual stocks, not sold them and bought a bunch of packaged products, mutual funds, and you didn’t investment trusts and bonds, you know, things that nature, they would have been way better off. And then I got out of the business at 31. And I made a vow and a commitment that I would be teaching people these truths and how to be empowered with money instead of enslaved by it.

george grombacher 3:12
Nice. I appreciate that. All right. So I just wrote down risk and diversification. When you hear those words, what do you think?

Unknown Speaker 3:23
Well, two very different words. Although you’re right, they’re brought in together one is, is sold as the solution to the problem. Risk is not a huge issue. If there’s if it’s calculated, if it’s looked into, you know, you can mitigate risks, you can reduce risk when you learn how to be an investor, when you learn how to look at an asset, and making sure that you’re buying it at the right price when you buy something at the right price. That completely takes out risk for an investment. diversification. I love what Warren Buffett said about this. He said diversification is the dumb tax that people pay when they don’t know what they’re doing. And that’s powerful and he’s absolutely right. Because if you think about it, a diversified portfolio means that you’re not focused in a certain direction you’re all over the place. And without focus focus is the key to Fortune. People need to focus whether you’re a business owner or an investor you know when I invested in real estate and build a 12 and a half million dollar business I bought one thing and that was that was apartment buildings. I didn’t you know I wasn’t out buying six different asset classes I just focused on one I learned it really really well inside and out. And the same with equities I’m stick with individual stocks a handful of them and it takes away it’s it’s really I mean, look let’s face it investor has to take a little risk to get anywhere in life. If Someone wants to sit in CDs or stick their money under the mattress inflation is going to eat that up in a nanosecond, and then taxes on top of it. So they have to get out of their comfort zone and learn a little bit knowledge is truly power, when people learn about these types of investments, that they’re available to them, and they can buy them and make money, they’re going to start to feel confident and confidence is key to becoming a good investor.

george grombacher 5:29
Amen. I appreciate that. All right. So when when you are working with people and and you’re educating them? Are it? Does it depend on what, what kind of strategies are you helping people to implement.

Unknown Speaker 5:46
So essentially, I’m helping them focus on buying stocks aligned with their personal values. And then dollar cost averaging into those stocks. So that eliminates trying to pick the top of the market or be you know, pick the bottom, you’re just being a steady, consistent investor buying six, six to eight different companies, and going full in on those companies.

george grombacher 6:13
So when you say aligned with with with my values, tell me more about that.

Unknown Speaker 6:19
Okay, so for example, if you’re in into, you’re a peaceful person, you probably wouldn’t want to be buying any companies that are aligned with war, or, you know, machining of certain types of guns or things of that nature. So you’ll steer clear of companies that do that. So our software actually allows you to put in your personal values, and then it picks companies that are aligned with your values. So if you’re a communicator, you’d like communications, you may want to be buying zoom stock right now. They just posted earnings today, and they were fantastic. So that’s really, really important when you look at companies to put your money in.

george grombacher 7:02
Yeah, that’s, I think that that’s so true. And people are, I don’t know if we’re waking up to the idea that we can do that. Or what do you think about that?

Unknown Speaker 7:13
I think we are I think we’re starting to get really, really little not only awake, but pretty pissed off about how we’re being controlled and manipulated. And it continues to happen. And it’s purposeful, it’s designed, the economy is set up to separate people from their money, period. That’s how everything is set up advertising, sales and marketing anything to make people feel insecure, not good enough. I mean, I could just go, you could tell I’m very passionate about this topic. And I could go down many deep rabbit holes with you, my friends. But we’ll stay. We’ll stay on point today. But yes, not only are people waking up, they’re starting to see that they’re disillusioned, everything they’re told is a lie. And they need to start looking at life through an completely different lens. And that is the lens of personal responsibility.

george grombacher 8:09
Well, that’s certainly that that is that is music to my ears, right, the lens of personal responsibility. So in order for me to be listening to this show right now and say, well, that’s me, I want to take personal responsibility for my financial life, to having responsibility for my financial life. What kind of time commitment are we talking about?

Unknown Speaker 8:33
Well, it’s a great question, at least minimum, I would say, 90 minutes a week. So if someone wants to break that up to 30 minutes, three times a week, obviously, the more time you invest in anything, the better your results. But if you give us 90 minutes a week, we go through and assist people and train them to learn about investing in a safe and responsible way. And ultimately have the freedom that comes with getting control of your finances.

george grombacher 9:08
So in these 90 minutes, this is part of that is helping me to understand which stocks I should be picking part of it is monitoring these stocks, and it’s telling me about that.

Unknown Speaker 9:22
Yeah, correct. So part of it is, is well, it’s it’s actually a holistic approach that we take to earn money. So I created a money therapy program, a lot of people need the therapy around money to make better decisions with money. And so we teach how to get in the flow of money, how to keep money and ultimately how to grow it. And those three things are very different. There’s a different mindset associated with each a different skill set in a different behavioral system with each so we walk someone through that and then we teach them how to set up a spreadsheet for their personal net worth and their expenses and we start are waking people up to where they’re spending their money, where’s the outflow going? We teach them how to control that and then create inflow, so that they reverse the cycle of money rather than leaving, it comes into them and stays. Self confidence is a big piece to this. George, you’re, it’s amazing the more confident people become, the more money they actually have. And the easier it is to grow it because they go, Well, I can figure this out that, you know, people do two different things when faced with adversity, they either look at it and go, I have no clue I’m out of here, I’m going to do something else. Or they say, You know what, I’m going to figure this out, I’m going to get to the bottom of this. And that’s all finances is it’s a skill set, it took me 33 years to develop that skill set. And that’s why my tax return is I’m a professional investor. That’s my title for my work. And so what I do is I teach I juice my experiences, I share how to you know, I’m in the past, I’ve lost hundreds of 1000s of dollars in a real estate deal that I did. And then I know why I did and I teach, you know how to avoid things like that. So better decisions are key when it comes to money.

george grombacher 11:16
Appreciate that. So as you are reading the tea leaves and looking at the stock market, are you worried? Or is it business as usual? Does the market matter when it comes to what you’re working on?

Unknown Speaker 11:31
Yeah, that’s a great question. So markets trade in cycles, we’re in another we’re in a down cycle for sure. And it will continue. There’s two types of declines in markets. There’s short and quick, which is what we had two years ago, 35% decline in six weeks. And there’s also long and protracted, that’s what we’re seeing now is a longer protracted downturn. Market has been down since beginning of the year. And guess what it’s on sale, many great companies in the US and Canada are selling for 5060, some 70% off their highs. So I get excited about that opportunity. And whereas it’s interesting in the equity markets, it’s the only thing that when it’s on sale, people get afraid, instead of you know, you know, toothpaste is on sale, you’re gonna load up on toothpaste, right. But stocks are very different. People get concerned, and they have to learn to do the opposite of what most people do. If people are selling in this market, you got to be a buyer.

george grombacher 12:35
What a great analogy there. If the brand of toothpaste that I use, and I know it’s good, and I like it, if I walked in the store and was half off, I would be super excited. But I suppose the the the way to think about that is you just have to know that the stocks that you’re looking at are of high quality, you know that they’re valuable. And so when they go down, you recognize, wow, this is an opportunity.

Unknown Speaker 13:04
Yeah, and you recognize it in areas that are you know, allowing for our online life to work. Well zoom, like we talked about earlier, that, you know, we can’t live without zoom. Right. I mean, there’s other platforms that are starting to come up. But this is really the premier platform. And it will always be you know whether they lock us up again or not. It doesn’t matter. People always continue to lose Zoo.

george grombacher 13:30
Yeah, I appreciate that. And so are from the perspective, have you mentioned picking six to eight stocks dollar cost averaging in? Is, is the approach different for everybody? Is it buy and hold? Do you like dividend stocks, growth stocks? Or how do you think about that?

Unknown Speaker 13:52
Yeah, that’s a great question. So we categorize holdings in three different areas. One is the base, which we recommend half of someone’s portfolio in base, those are exactly can do grow up that go up the pyramid, the risk factor goes slightly up, we hit in the middle of the pyramid, a growth sector. So we’re looking at preliminary growth stocks, primary stocks that are undervalued within that sector. And then a very small portion at the top of the pyramid, which is we call the accelerator. These are small to micro cap stocks that have a potential for 1,000% return in a short period of time. They can really accelerate a portfolio and bring in money really quickly. And last year, we had that experience. We had four companies that we recommended that actually went up 1,000%. So obviously you wouldn’t put your whole net net worth in something of that nature, but it does need to be a part of a portfolio.

george grombacher 14:53
Yeah, I appreciate that. And that certainly does make sense. So give us the three again,

Unknown Speaker 14:59
growth is the middle sector the bottom is the base and then the top is accelerator.

george grombacher 15:06
Base growth accelerator. Got it? Nice. I like it. Awesome. Well Jaden, the people are ready for that difference making tip. What do you have for them?

Unknown Speaker 15:18
So you know, it’s a common thing people have heard it for eons and that is when the tough get going the going gets easier. And my step up son at eight years old added to that when the going gets when the going gets easier. Oh it’s early. Yeah, no, it’s all good. When the tough get going, when when it

george grombacher 15:48
sorry, totally. Okay.

Unknown Speaker 15:52
When the going gets tough, the tough get going. When the tough gets going. the going gets easier.

george grombacher 15:59
I will let’s let’s back that up. And I’ll ask Thank you. Again. So I do it all the time. It’s all good. All right. Well, Jaden, people are ready for that difference making tip, what do you have for them?

Unknown Speaker 16:15
GA is an oldie but goodie, it’s been around for a long time. And that is when the going gets tough, the tough get going. And my stepson at the time was eight years old. And he added to that, and he said, When the tough get going, the going gets easier. And it’s so true, right? It’s like when you start moving in a direction to start changing your life and knowing what you want to have improve. You start taking steps, it gets easier. It may feel like insurmountable in the beginning. But just start start that one step. It always reminds me of when my puppy I see him running up a hill. And it’s just one pile in front of the other at a time, right one in front of the other and it just he just keeps going and going and it’s slow and steady and he’s at the top of that hill. So that’s my that’s my number one advice for your audience right now. Especially now George and this time, just start. That’s all you have to do is take that one step and the universe brings the next one, the next one will appear.

george grombacher 17:19
Well, I think that that is great stuff that definitely gets come up. Sounds like you steps on as a wise young person. wise, wise young man for sure. I love it. You just gotta get started. With Jane, thank you so much for coming on. Where can people learn more about you? How can they engage with you?

Unknown Speaker 17:35
Thanks, George. Thank you again for having me. Go to Sterling stock picker.com That’s S T E R L I N Ge stock picker.com they can grab their 14 day free trial there so they can try out our software for absolutely nothing. And hopefully we’ll razzle dazzle them to like what they see and they stay with us.

george grombacher 17:57
Well, if you enjoyed as much as I did show genuine appreciation and share today’s show with a friend who also appreciates good ideas go to Sterling stock picker.com Take advantage of that 14 day free trial and find out if this is the approach that’s going to help you take personal responsibility for your finances and get to where you want to go. Thanks good Jaden. Thank you, George. And until next time, keep fighting the good fight. We’re all in this together.

Transcribed by https://otter.ai

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