Episode 242 - Top Strategies for Building a Profitable, Income-Driven Retirement Plan
In this Expert In You episode, Ann Carden and Steve Selengut delve into retirement investing essentials. Steve shares his journey and six core principles for income-focused retirement, including the value of closed-end funds, strategic risk management, and tax considerations. They compare traditional and modern investment approaches and debate profit-taking versus trading. Ann concludes with insights and a call to action for listeners aiming to secure their financial future.
Key Points:
•Investing with a focus on generating consistent income can provide financial stability and independence, especially during retirement.
•Understanding market cycles and maintaining a diversified portfolio are crucial strategies for minimizing risk and maximizing returns.
•Closed-end funds offer a unique investment opportunity by distributing a high percentage of their earnings, which can significantly enhance income generation.
Steve Selengut, #1 Amazon bestselling author of Retirement Money Secrets (2023), is a seasoned Income Independence Coach with over 40 years of financial industry experience.
A retired private investment portfolio manager, Steve managed over 300 portfolios at a time before selling his business in 2023, overseeing over $100 million in assets. He pioneered proprietary investment strategies such as QDI + PT, Smart Cash, The Investor’s Creed, and Base Income. He also created the Investment Grade Value Stock (IGVSI) identification system, a unique tool for value stock selection.
Now, Steve coaches individuals and financial professionals in achieving retirement income independence for themselves and their clients.
Connect with Steve:
• LinkedIn: Steve Selengut
• E-mail: [email protected]
Visit Steve’s Websites:
• TheIncomeCoach.net
• RetirementMoneySecrets.com
DISCLAIMER: I am not making revenue, income claims, or guarantees. This video is for educational purposes only, and results may vary. While some clients have achieved these results, this is not typical and requires significant effort and expertise.
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Ann Carden is considered a TOP Strategic Business Growth Coach who specializes in helping coaches, consultants, and professional entrepreneurs who are excellent at what they do, scale their businesses with a premium business model.
Build an expert consulting, coaching, or professional service business to multiple-six and seven-figures, with high-ticket, high-caliber clients. Her Expert In You Process is the fast-track process for success.
Ann has more than forty years of experience in business, marketing, and sales, with over thirty years as an entrepreneur and business owner. She has founded six successful businesses and has sold five of them.
She has coached and consulted hundreds of consultants, coaches, and entrepreneurs to build higher business success. She is a 3x Author & #1 International Bestselling Author, Speaker, and Podcast Host. Her books can be found on Amazon.
Ann shows entrepreneurs how to be seen as top experts in their industry and field to attract and close higher-value clients and grow a business, allowing them more freedom from their businesses and enjoy life more.
This channel will help you improve your business strategy to build a six to seven-figure and beyond coaching or consulting business. Ann shares how to package, market, and sell high-value services and products that help you reach your revenue and income goals. We cover online and social media marketing to attract high-value clients, marketing strategy and attraction marketing, how to increase and close more sales, speaking, media promotion and exposure, podcasting, and building and managing a team to scale.
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