The Modern Stock & Options Trading Show Russ Mathews

In the episode, Russ explains the Box Spread options strategy.  This strategy is another 4 -legged options strategy in that it puts two spread trades together.   It is like the Iron Condor options strategy on the credit spread side, but the Box strategy is two debit spreads put together. 
Russ discusses the type of interest rate environment to use this strategy in and also shows two examples to bring the strategy to life. 

Russ discusses this adjustment / ptotection strategy with markets at all-time highs.   He discusses when and why one may want to adjust and protect their covered call trades. 
If the underlying stock (or ETF) has gained and is strongly above the call strike price written when you are already into a trade, is there anything you can do if you wish to protect your covered call trade? 
The answer is yes and Russ discusses what the adjustment mechanics are and gives an example.    
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Russ discusses how to use a combination of options strategies to simulate the risk & return graph of a stock. 
He also discusses the wrinkle he adds to the core strategy to cut off the downside below a certain percentage. 
He also gives an example. 
You can use this strategy to simulate multiple stocks as well in a portfolio. 
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Episode #91: Reg-T Margin vs. Portfolio Margin
Russ discusses the types of accounts margin is used for, the pros and cons of each and the differences between Regulation-T margin and Portfolio Margin.  The origins of Portfolio Margin are covered and the types of strategies to use this type of leverage on.  Remember margin, of all types, is a loan from the broker-dealer to you based on your assets.   This means margin loans can magnify your winners or magnify your losses.  Be careful... but with careful use of margin you can speed up the growth of your account.    
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Episode #90: Mega ROTH Ira vs. The Backdoor ROTH IRA
Russ discusses the differences between the Mega ROTH IRA and the Backdoor IRA.  Overfunding your workplace retirement plan and funding your Traditional IRA conversion to a backdoor ROTH IRA.  Why you would want to do this and the mechanisms how to do so.  The income limitations for Contribution limits for the workplace retirement plan and the income limits on the ROTH IRA and how to get around them. 
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In the US, the government passed Secure Act 2.0 on December 29th, 2022.  It was the most important and expansive piece of legislation affecting retirement savings since ERISA in the 1970’s.  In this episode, Russ unpacks the key questions he gets from clients and others about: the age increases, contribution limits, RMD changes, 529 (college savings plan changes), automatic wokplace retirement plan participation qequirements, qualified charitable distributions, etc.  This podcast is not designed to be a comprehensive review of Secure Act 2.0, but rather hit a few highlights Russ gets asked the most. 
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