Greg Mohr begins the episode by expressing gratitude for listener feedback and provides an update on managing retirement funds. He discusses achieving a 2% return using closed-end funds (CEFs) and offers an overview of how they work. Greg explains how returns are generated from dividends and profits, guided by insights from Steve Selengut. He encourages listeners to read Steve Selengut's book for further guidance and shares contact information for those interested in learning more.
Retirement Money Secrets: A Financial Insider's Guide to Income Independence
(0:00) Introduction and gratitude for listener feedback; Update on retirement money management
(0:26) Achieving a 2% return with closed end funds (CEFs) and overview
(1:27) Explanation of returns from dividends, profits, and Steve Sullivan's guidance
(2:17) Encouragement to read Steve Sullivan's book and contact information