DiscoverExpert In YouTop Strategies for Building a Profitable, Income-Driven Retirement Plan with Steve Selengut
Top Strategies for Building a Profitable, Income-Driven Retirement Plan with Steve Selengut

Top Strategies for Building a Profitable, Income-Driven Retirement Plan with Steve Selengut

Update: 2024-10-28
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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.

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: sanserve@aol.com


Visit Steve’s Websites:
• TheIncomeCoach.net
• RetirementMoneySecrets.com




(0:00 ) Introduction to Steve Selengut and his investing journey
(1:15 ) Ann Carden introduces guest Steve Selengut and his book
(2:12 ) Steve's principles for building retirement income
(4:28 ) Steve's early influences and transition into money management
(8:49 ) Investment intention, focus, and common retirement pitfalls
(10:50 ) The role of closed-end funds in retirement investing
(17:28 ) Strategies for managing risk and achieving financial security
(22:00 ) How to generate income and capitalize on market conditions
(28:08 ) Sponsor: Expert in You Magazine
(28:55 ) Discussing income-focused retirement strategies
(30:02 ) The debate: Profit-taking vs. trading
(32:35 ) Comparing traditional and modern investment strategies
(38:09 ) Six principles of income-focused retirement investing
(43:34 ) Starting income-focused investing at different life stages
(44:39 ) Tax considerations and final investment tips
(48:37 ) How listeners can connect with Steve Selengut
(51:29 ) Conclusion and Steve's contact information
(52:18 ) Ann shares personal insights and book recommendations
(52:49 ) Call to action: Subscribe and share the podcast
(53:23 ) Ann's closing thoughts and upcoming workshop teaser
(54:23 ) Final sign-off
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Top Strategies for Building a Profitable, Income-Driven Retirement Plan with Steve Selengut

Top Strategies for Building a Profitable, Income-Driven Retirement Plan with Steve Selengut

Ann Carden

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