Sept. 3, 2024

Retirement Money Secrets - 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.

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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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