1. I’m 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. I’m also promoting my 2nd book, Retirement Money Secrets. I 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.
2. I will show your listeners how to generate more potential spending money than they or their clients need, quarter to quarter, year after year. This approach will allow them to say: "Neither a stock market correction, nor rising interest rates, will have a negative impact on portfolio income. In fact, either condition will help me grow the income even faster.”
3.Most investment portfolios generate anemic levels of spending money, 3% or less. My approach safely generates two or more times that amount.
4.Potential Interview Questions:
1) What is the goal of Income Independence?
2) What fuels the yacht (pays the bills), market value or realized income?
3) What are the four great financial risk minimizers?
4) What is the oldest income producing investment security available to investors?
5) What is Market Cycle Investment Management?
6) Why are higher interest rates and lower interest rates good news for income investors?
7) How is managing a portfolio like running a department store/shopping center?
8) Why is targeted profit-taking so important in all portfolios?
9) What is the average yield right now in your Closed End Fund Selection Universe
10) How should retired, income focused, investors gauge portfolio performance?
5.Five Main Interview Topics I Can Cover:
1) The Six Basic Principles of Income Focused Retirement Investing
2) What’s Wrong with the 4% Annual Withdrawal Rule for Retirement Portfolios
3) What is Market Cycle Investment Management and How is it Used to grow income.
4) What is the difference Between Growth in Market Value and Growth in Working Capital
5) What are the five biggest mistakes investors make?
6. Visit TheIncomeCoach.net – My coaching services are explained, selection universes presented, and Retirement Money Secrets can be purchased. There are also Freebies.
7. Podcast Guest Experience --- Over 60 Podcasts Completed!