In this special Thought Leader Series episode of Wealth Building with Options, host Dan Passarelli sits down with longtime friend and industry veteran Greg Stevens, Vice President of Options Strategy at Fidelity Investments.

With nearly 30 years of experience across firms like Charles Schwab, the CBOE, and now Fidelity, Greg shares how the options trading landscape has evolved and why education remains the cornerstone of trading success. From the early days of dial-up trading to today's powerful digital platforms, Greg and Dan explore how strategy, risk management, and planning shape trader outcomes.

This episode is packed with real talk on covered calls, cash-secured puts, credit spreads, investor mistakes, how Fidelity supports options traders—and why having a trading plan matters more than ever.

“Even a bad plan is better than no plan at all. You can adjust a bad plan—but you can’t fix what doesn’t exist.”

If you enjoyed this episode, please subscribe, leave a review, and share it with fellow traders looking to level up their options game. Subscribe on your favorite podcasting platform or on https://wealthbuildingwithoptions.substack.com

Disclosure:

Options involve risk and are not suitable for all investors. Prior to buying or selling an option, investors must read Characteristics and Risks of Standardized Options (ODD) which can be found at https://www.theocc.com/company-information/documents-and-archives/options-disclosure-document

Don’t trade with money you are not prepared to lose. Anything discussed on this show is intended to be generalized information and not intended to be a recommendation to buy or sell any security. The host and guests are not familiar with listeners’ specific situations. For trading information relevant to your specific needs, speak with a licensed broker or advisor.  

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