• Retirement Money Secrets - Steven Selengut

  • Sep 3 2024
  • Length: 56 mins
  • Podcast

Retirement Money Secrets - Steven Selengut

  • Summary

  • Steve Selengut, a 40+ year professional investment manager/advisor/RIA/IAR whose current adventure is coaching both individuals and other advisors in creating income independence for themselves and their clients.

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    About my Guest Steven Selengut:

    Steve Selengut, a 40+ year professional investment manager/advisor/RIA/IAR whose current adventure is coaching both individuals and other advisors in creating income independence for themselves and their clients. We discuss his 2nd book, Retirement Money Secrets. He was a private investment manager for 44 years, personally managing around 325 individual portfolios in the USA and abroad. One of a very few investment book authors who have directly managed other people's money.

    What we Discussed:


    - The painful paperwork when cashing in your pension (start)


    - Stevens career (3 mins)


    - Real Estate can cause a liquidity problem unlike Stock Market (8 mins)


    - Financial Services double dipping (13 mins)


    - Private Hedge Funds + Fees (18 mins)


    - Can you use a Trust for Investment Capital Gains (22 mins)


    - Does he invest in Bitcoin (26:45 mins)


    - Do people move to the Best Tax State when cashing in Pension (32 mins)


    - What Mistakes do Investors make (33:45 mins)


    - Income Generation (35:50 mins)


    - 4 Ways to Minimise your Risk (38 mins)


    - What are the Top Paying Dividends Stocks (47 mins)


    - Backrock (50 mins)


    - His Books (51 mins)


    Where to find Steve:


    https://theincomecoach.net/


    https://www.facebook.com/steve.selengut

    https://www.linkedin.com/in/privateinvestmentmanagement/

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