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#028 - Steve Selengut - Retirement Money Secrets: A Financial Insider's Guide to Income Independence
Steve has been a private investment portfolio manager for 50+ years, managing as many as 300 individual investment portfolios around the USA and some overseas. When he sold his business in 2023, he had more than 110 million under management for around 140 clients. Of the top-selling investment book authors on Amazon, only two were professional investors and NONE ever directly managed other people's money.
In fact, there aren't a whole lot of private portfolio managers out there, and fewer that can claim they will treat you differently from what they are doing for everyone else in terms of content, trading, selection criteria, income production, etc. We are in a model portfolio management, one size fits all, low-income production environment. But you don't have to stay there.
He wrote "Retirement Money Secrets" to show you how he routinely generated more potential spending money for his clients than they needed, year after year, for decades. He was able to reinvest nearly half of that income to constantly grow the next year's production. There are samples in the book, and links to people you can chat with about the process and its potential.
You can achieve income independence while still owning all the all dividend stars and market heroes that you hear so much about. But you will be using packages of securities, stocks and bonds, that in 2023, were paying nearly 10% of in-your-pocket income.
Steve can teach you the process and lead you step by step down a six principle road leading to financial independence. How does 9% tax free from your ROTH IRA sound to you?
Steve's websites: https://theincomecoach.net and https://retirementmoneysecrets.com
Alexlouise's website: https://alexlouisethomas.com
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By Alexlouise ThomasSteve has been a private investment portfolio manager for 50+ years, managing as many as 300 individual investment portfolios around the USA and some overseas. When he sold his business in 2023, he had more than 110 million under management for around 140 clients. Of the top-selling investment book authors on Amazon, only two were professional investors and NONE ever directly managed other people's money.
In fact, there aren't a whole lot of private portfolio managers out there, and fewer that can claim they will treat you differently from what they are doing for everyone else in terms of content, trading, selection criteria, income production, etc. We are in a model portfolio management, one size fits all, low-income production environment. But you don't have to stay there.
He wrote "Retirement Money Secrets" to show you how he routinely generated more potential spending money for his clients than they needed, year after year, for decades. He was able to reinvest nearly half of that income to constantly grow the next year's production. There are samples in the book, and links to people you can chat with about the process and its potential.
You can achieve income independence while still owning all the all dividend stars and market heroes that you hear so much about. But you will be using packages of securities, stocks and bonds, that in 2023, were paying nearly 10% of in-your-pocket income.
Steve can teach you the process and lead you step by step down a six principle road leading to financial independence. How does 9% tax free from your ROTH IRA sound to you?
Steve's websites: https://theincomecoach.net and https://retirementmoneysecrets.com
Alexlouise's website: https://alexlouisethomas.com