I’ve been retired from the tech world for just over 5 years and I’m delaying my Social Security. I had done pretty well accumulating my nest egg, but now my investment objective was to not have to withdraw from my investment portfolios.
I wanted to create sufficient cash flow via dividends and distributions to cover all of our annual living expenses, or over $122,000. Income Focused Retirement Investing, using the methodology described in Retirement Money Secrets, has been a significant factor in my success in achieving this goal and I expect never to have to begin spending down my retirement savings. Utopia!
I knew absolutely nothing about CEFs 3 years ago, today, they are my personal cash flow machine. You too can do this!
Joe Hickey, Finksburg, MD
I am a 36-year experienced investor. I have been an active trader for 15 years utilizing the strategies presented in Retirement Money Secrets. Transitioning Steve’s stock investing approach to Closed End Fund environment can make the least knowledgeable investor a winner. CEF’s pump out a steady flow of cash, and the normal ups and downs of the market allow an investor to reap capital gains.
Steve's approach allows you to take advantage of market and interest rate fluctuations, so that you too can amass wealth!
Deacon Bill Mennega, New Paltz, NY
Exactly what I was searching for: A strategy to self-manage my income portfolio with accessible investment vehicles using a taxable online brokerage account. Steve’s strategy has guided me to bridge the multiyear gap to access my retirement accounts at 59.5 without selling a share. With the results so far, now planning to NOT to touch my IRA until RMDs are required. More than likely the “secrets” found in this book will allow me to convert most of my IRA to Roth before then!
-Bryan F, Houston, TX
I have been utilizing Steve's Working Capital Model and deploying his strategies for over 10 years now. The most attractive aspect of his model is the ability to grow income in both up and down markets.
During the period from 2018-3023, I had realized annual returns of 9.5% in Working Capital. Annual dividends grew by 103% during this period!
Kelly Hall, Canton, Ga
At age 24, I discovered something that changed the trajectory of my life - dividend growth stocks aka the path to an early retirement. In 2021, I realized in that I needed to start investing in higher yielding investments to meet my income goals. When I discovered CEFs, I felt like I'd caught a winning lottery ticket... they were never on my radar.
Today, I'm proud to be managing my entire CEF 100+ universe with complete confidence.
My wife and I are excited to enjoy the benefits of CEFs – they’re essential to accomplishing our retirement goals. My next goal is to trade using Steve’s IFRI formula! Can’t wait to start that journey!!
Craig Goldstein, Louisville, KY
"As co-creators of retirement income, we put our money with Steve in 2008. We have monitored, and smiled at the healthy year-by-year growth of investments in our Closed End Funds portfolios.
Over the years, we enjoyed a steady stream of dividends for an income growth rate fluctuating between 8 and 12%. The growth rate has been unaffected by market ups and downs.
This income focused retirement strategy - exploiting consistently growing dividends - has been an investment re-education for us, away from the dizzying pitfalls of mutual fund and stock investments.
We highly recommend that the reader study Steve's strategies and put the process into operation.
Steve and Karen Watson, Minneapolis, MN
Business: Steve's Earth Engine Cedar Composters "
I started in the stock market in 1998 as a day trader in options. Years later, I moved more toward income investing and targeted profit taking. CEFs are a main part of my portfolio.
I am totally DIY, and I run a high dividend Facebook group of 5600 Dutch language investors. I do the same as Steve teaches his followers and am no longer focused on portfolio market value. The only thing that matters is the growing cash flow and working capital from income investing and profit taking.
Over the past seven years, I managed to double my dividend income to the point that I can live on it easily. It’s Income Focused Retirement Investing for me.
David Nieto, Woerden, The Netherlands
The Income Coach Facebook group.
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