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Clarifying Closed-End Funds with Eddie Goepp

EPISODE · Dec 13, 2021 · 38 MIN

Clarifying Closed-End Funds with Eddie Goepp

from Retire Sooner with Wes Moss · host Wes Moss

This episode features Eddie Goepp, CFP®, Investment Advisor at Capital Investment Advisors. Eddie talks through the closed-end funds investment model and how implementing this strategy can enhance yields and bring balance to your portfolio. Eddie simplifies closed-end funds as a bucket that holds stock, funds, and real estate and explains why the current market can be attractive for retail investors. He also dives into the fluctuation of yields on closed-end funds, the power of debt, how his wife changed her career path and pursued her passion, and encourages listeners to fuel their passion while in the retirement grey zone. Learn more about your ad choices. Visit megaphone.fm/adchoices

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Clarifying Closed-End Funds with Eddie Goepp

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