Greg Mohr talks with Steve Selengut about his journey from employment to entrepreneurship, managing client portfolios, and writing "Retirement Money Secrets." They discuss ideal clients, common investment mistakes, and the importance of diversification and income generation in investing.

(0:00) Introduction of Steve Selengut

(0:34) Steve's inspiration for starting his company

(1:10) Early career and initial investment experiences

(2:29) Transition from employment to entrepreneurship

(3:50) Hands-on management of client portfolios

(5:20) Writing the book "Retirement Money Secrets"

(6:03) Ideal clients and common challenges

(7:24) Common investment mistakes

(9:14) Importance of diversification and quality

(12:32) Focus on income generation