Wealthy After 40: Personal Finance, Budgeting, Retirement Planning, Savings, Spending, Financial Freedom, and How to Retire for Gen Xers

Ep 95 | Proven Strategies for Financial Independence with Steve Selengut


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In this episode, Steve Selengut, a seasoned investor and income coach, shares his journey from growing up in an investment-oriented community to retiring with over $110 million under management. Steve emphasizes the importance of multiple income streams, the value of taking profits, and building an income-focused portfolio. 


Listeners will learn about the six principles of investing discussed in Steve's book 'Retirement Money Secrets' and gain actionable insights on how to assess and enhance their portfolios. Whether you're new to investing or looking to optimize your retirement income, Steve provides practical advice and strategies for achieving financial independence.


00:00 Introduction 

00:17 Early Investment Journey

01:32 Developing a Trading Strategy

02:56 Transition to Professional Management

05:09 Becoming an Income Coach

05:18 Income Independence Explained

07:08 Coaching Approach and Client Fit

11:19 Advice for Listeners

15:26 Book Overview and Key Principles

21:04 Final Thoughts and Contact Information


Connect with Steve:

The Income Coach

Retirement Money Secrets Book



Send me an email with your questions, thoughts, and takeaways from the podcast: [email protected]

Book your Retirement Roadmap Session today and take the first step toward simple stress-free saving

Book A Free Clarity Connection Call to chat about working with me


Or, grab one of my free resources to help you take the first step:

5 Must-Do Steps for Retirement Planning — A simple guide to help you prepare with purpose

Retirement Ready Checklist — Make sure you’re not missing a single step on the road to retirement


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Wealthy After 40: Personal Finance, Budgeting, Retirement Planning, Savings, Spending, Financial Freedom, and How to Retire for Gen XersBy Dalene Higgins - Money Coach, Retirement Coach, CEO

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