Retirement Money Secrets: an Interview with Steve Selengut about Closed End Funds скачать в хорошем качестве

Retirement Money Secrets: an Interview with Steve Selengut about Closed End Funds

Join us for an eye-opening conversation with Steve Selengut, author of "Retirement Money Secrets" and former investment advisor who managed over $100 million in client assets. Steve shares his decades of experience using income-focused investing strategies centered around closed-end funds to generate substantial retirement income. In this interview, Steve reveals how he built an investment approach that generated income equivalent to five times his salary by age 34 - and how you can apply these same principles to your retirement planning. What You'll Learn: Chapter 1: The Foundation of Income Investing ✅ How Steve's real estate developer father instilled the importance of multiple income streams ✅ The life-changing moment when Steve inherited a substantial stock portfolio at age 25 ✅ Why focusing on income from day one changed everything about his investment approach Chapter 2: The Power of Quality and Profit-Taking ✅ The four core principles that minimize risk: quality, diversification, income generation, and profit-taking ✅ How to systematically take profits while building a diversified income-producing portfolio ✅ Why traditional "buy and hold" strategies may not be optimal for retirement income Chapter 3: Discovering Closed-End Funds ✅ Steve's accidental discovery of closed-end funds in the 1980s and why they became his primary investment vehicle ✅ How closed-end funds solve the complexity and cost problems of buying individual bonds ✅ Real-world examples of how closed-end funds can dramatically increase your income yield Chapter 4: Building Your Investment Universe ✅ Steve's systematic approach to selecting quality closed-end funds ✅ The importance of diversification and minimum operating history requirements ✅ How to avoid common pitfalls when evaluating closed-end funds Chapter 5: Making the Transition ✅ Practical advice for investors currently in index funds who want to transition to income investing ✅ How to handle the tax implications and timing of portfolio transitions ✅ Real-world challenges Steve has helped clients overcome when moving away from traditional portfolio allocation Chapter 6: Current Market Opportunities ✅ Why current closed-end fund yields are at historically attractive levels ✅ Municipal bond closed-end funds yielding over 7% tax-free ✅ Equity closed-end funds generating over 10% income in today's market Key Takeaways: Closed-end funds have been around since the 1820s - they're not a new or risky investment vehicle Current market conditions offer exceptional income opportunities for retirement investors Quality, diversification, and systematic profit-taking can provide both income and growth The traditional 4% withdrawal rate may be unnecessarily conservative with the right income strategy --- --- --- --- Whether you're approaching retirement or already retired, this conversation challenges conventional wisdom about portfolio allocation and offers a practical roadmap for generating substantial investment income. About Steve Selengut: Steve Selengut is the author of "Retirement Money Secrets" and a former investment advisor with decades of experience managing client portfolios. He currently coaches individual investors and maintains an income investing community focused on closed-end fund strategies. Connect with Steve: Book: "Retirement Money Secrets" https://amzn.to/43F0Qbg Income Investing Community: https://www.skool.com/rms-income-inve... Disclaimer: This content is for educational purposes only and should not be considered personalized investment advice. Please consult with a qualified financial advisor before making investment decisions. What's your biggest challenge with retirement income planning? Let us know in the comments below! #RetirementPlanning #IncomeInvesting #ClosedEndFunds #DividendInvesting #RetirementIncome #FinancialIndependence #InvestmentStrategy