Bio: I partner with founder-led businesses to productize their expertise

Bio: I’m 40+ year professional investment manager/advisor, now an income independence coach. I’m also promoting my 2nd book, Retirement Money Secrets.

Bio: 7 years until retirement - 100% CEF 401K + a taxable CEF account since Jan 2025.

Bio: Retiring in a couple years. I'm converting to income producing investments.

Bio: Real estate, mortgages and now IFRI👍