Top Strategies for Building a Profitable, Income-Driven Retirement Plan with Steve Selengut
In this Expert In You episode, Ann Carden and Steve Selengut delve into retirement investing essentials. Steve shares his journey and six core principles for income-focused retirement, including the value of closed-end funds, strategic risk management, and tax considerations. They compare traditional and modern investment approaches and debate profit-taking versus trading. Ann concludes with insights and a call to action for listeners aiming to secure their financial future.
Key Points
- Investing with a focus on generating consistent income can provide financial stability and independence, especially during retirement.
- Understanding market cycles and maintaining a diversified portfolio are crucial strategies for minimizing risk and maximizing returns.
- Closed-end funds offer a unique investment opportunity by distributing a high percentage of their earnings, which can significantly enhance income generation.
Steve Selengut, #1 Amazon bestselling author of Retirement Money Secrets (2023), is a seasoned Income Independence Coach with over 40 years of financial industry experience.
A retired private investment portfolio manager, Steve managed over 300 portfolios at a time before selling his business in 2023, overseeing over $100 million in assets. He pioneered proprietary investment strategies such as QDI + PT, Smart Cash, The Investor’s Creed, and Base Income. He also created the Investment Grade Value Stock (IGVSI) identification system, a unique tool for value stock selection.
Now, Steve coaches individuals and financial professionals in achieving retirement income independence for themselves and their clients.
Connect with Steve: • LinkedIn: Steve Selengut • E-mail: [email protected]
Visit Steve’s Websites: • TheIncomeCoach.net • RetirementMoneySecrets.com
Chapters
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| 54:23 |
Transcript
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