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Income Through CEF's For Your Legacy with Steve Selengut
Design your legacy with confidence at www.designurlegacy.com. Are you ready to shape a legacy based on your values?
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Every savvy investor is told working capital matters and most portfolios generate less than 3% in personal disposable/reinvestment income. You might have also been told that at some point before or during your retirement at any age, your principal has to be invaded in order to pay bills or you have to sell assets to afford your lifestyle. But if by not understanding the distinctions between mutual funds, ETF’s and CEF’s (closed end funds), you set yourself up to make other people rich and struggle during your retirement years. So what is there to know about CEF’s and what six principles are guideposts to lean into to see income month after month?
In this week’s podcast episode, hostess Angelina Carleton speaks with Steve Selengut, a sophisticated investor about how CEF’s can help better plan and design your legacy as well as what you need to know to start receiving dividends. Investors haven’t been encouraged to pursue CEF’s and most people have never heard of them! In this conversation, key financial knowledge is discussed so you can have more personal agency over your finances as well as your personal legacy! Tune in and hear how to make your working capital more powerful whether through your own investment management or new dialogue with your financial planner!
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Steve has accumulated over 40 years of experience as a private investment manager, with a strong focus on increasing the spendable income generated by client portfolios. Today, his role has transitioned into that of an Income Coach, where he's dedicated to teaching investors how to more than double the income produced by their portfolios. Using Market Cycle Investment Management (MCIM) in portfolio preparation and design, he's been able to take advantage of all major financial market movements, in either direction, for decades. You can reach out to Steve at [email protected], or at [email protected]. Learn more about CEF's at www.theincomecoach.net.
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Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com!
If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com. #financialcapital #legacycapital #emotionalcapital #humancapital
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.
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Every savvy investor is told working capital matters and most portfolios generate less than 3% in personal disposable/reinvestment income. You might have also been told that at some point before or during your retirement at any age, your principal has to be invaded in order to pay bills or you have to sell assets to afford your lifestyle. But if by not understanding the distinctions between mutual funds, ETF’s and CEF’s (closed end funds), you set yourself up to make other people rich and struggle during your retirement years. So what is there to know about CEF’s and what six principles are guideposts to lean into to see income month after month?
In this week’s podcast episode, hostess Angelina Carleton speaks with Steve Selengut, a sophisticated investor about how CEF’s can help better plan and design your legacy as well as what you need to know to start receiving dividends. Investors haven’t been encouraged to pursue CEF’s and most people have never heard of them! In this conversation, key financial knowledge is discussed so you can have more personal agency over your finances as well as your personal legacy! Tune in and hear how to make your working capital more powerful whether through your own investment management or new dialogue with your financial planner!
-
Steve has accumulated over 40 years of experience as a private investment manager, with a strong focus on increasing the spendable income generated by client portfolios. Today, his role has transitioned into that of an Income Coach, where he's dedicated to teaching investors how to more than double the income produced by their portfolios. Using Market Cycle Investment Management (MCIM) in portfolio preparation and design, he's been able to take advantage of all major financial market movements, in either direction, for decades. You can reach out to Steve at [email protected], or at [email protected]. Learn more about CEF's at www.theincomecoach.net.
-
Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com!
If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com. #financialcapital #legacycapital #emotionalcapital #humancapital
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.
View all episodes
By Angelina Carleton
5
4747 ratings
Design your legacy with confidence at www.designurlegacy.com. Are you ready to shape a legacy based on your values?
-
Every savvy investor is told working capital matters and most portfolios generate less than 3% in personal disposable/reinvestment income. You might have also been told that at some point before or during your retirement at any age, your principal has to be invaded in order to pay bills or you have to sell assets to afford your lifestyle. But if by not understanding the distinctions between mutual funds, ETF’s and CEF’s (closed end funds), you set yourself up to make other people rich and struggle during your retirement years. So what is there to know about CEF’s and what six principles are guideposts to lean into to see income month after month?
In this week’s podcast episode, hostess Angelina Carleton speaks with Steve Selengut, a sophisticated investor about how CEF’s can help better plan and design your legacy as well as what you need to know to start receiving dividends. Investors haven’t been encouraged to pursue CEF’s and most people have never heard of them! In this conversation, key financial knowledge is discussed so you can have more personal agency over your finances as well as your personal legacy! Tune in and hear how to make your working capital more powerful whether through your own investment management or new dialogue with your financial planner!
-
Steve has accumulated over 40 years of experience as a private investment manager, with a strong focus on increasing the spendable income generated by client portfolios. Today, his role has transitioned into that of an Income Coach, where he's dedicated to teaching investors how to more than double the income produced by their portfolios. Using Market Cycle Investment Management (MCIM) in portfolio preparation and design, he's been able to take advantage of all major financial market movements, in either direction, for decades. You can reach out to Steve at [email protected], or at [email protected]. Learn more about CEF's at www.theincomecoach.net.
-
Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com!
If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com. #financialcapital #legacycapital #emotionalcapital #humancapital
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.
-
Every savvy investor is told working capital matters and most portfolios generate less than 3% in personal disposable/reinvestment income. You might have also been told that at some point before or during your retirement at any age, your principal has to be invaded in order to pay bills or you have to sell assets to afford your lifestyle. But if by not understanding the distinctions between mutual funds, ETF’s and CEF’s (closed end funds), you set yourself up to make other people rich and struggle during your retirement years. So what is there to know about CEF’s and what six principles are guideposts to lean into to see income month after month?
In this week’s podcast episode, hostess Angelina Carleton speaks with Steve Selengut, a sophisticated investor about how CEF’s can help better plan and design your legacy as well as what you need to know to start receiving dividends. Investors haven’t been encouraged to pursue CEF’s and most people have never heard of them! In this conversation, key financial knowledge is discussed so you can have more personal agency over your finances as well as your personal legacy! Tune in and hear how to make your working capital more powerful whether through your own investment management or new dialogue with your financial planner!
-
Steve has accumulated over 40 years of experience as a private investment manager, with a strong focus on increasing the spendable income generated by client portfolios. Today, his role has transitioned into that of an Income Coach, where he's dedicated to teaching investors how to more than double the income produced by their portfolios. Using Market Cycle Investment Management (MCIM) in portfolio preparation and design, he's been able to take advantage of all major financial market movements, in either direction, for decades. You can reach out to Steve at [email protected], or at [email protected]. Learn more about CEF's at www.theincomecoach.net.
-
Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com!
If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com. #financialcapital #legacycapital #emotionalcapital #humancapital
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.
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