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://www.facebook.com/steve.selengut
https://www.linkedin.com/in/privateinvestmentmanagement/
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