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

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: [email protected] 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