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

Bio: Retired 2022

Bio: 58-year-old DIY pre-retiree working towards the next chapter starting somewhere between 65-69

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

Bio: Recently retired using the RMS process! Enjoying the community!

Bio: I recently retired from the Cybersecurity field. My wife plans on continuing her realtor gig for a few more years.

Bio: Aloha. I’m semi-retired and living on Kauai. New to CEF’s and love making the process more informed with data and excel. Monthly and Daily Trackers

Bio: Age 76 was a real surprise. We could have kept every home, saved more and retired earlier with more. Mantra "Future is here. CEF's do the job!"

Bio: Retired

Bio: Thinking of retiring soon. If so, I'll be converting most of my investments to CEFs.

Bio: Real estate, mortgages and now IFRI👍

Bio: I refuse to join any club that will have me as a member...Groucho Marx

Bio: Retired. Income investor!.

Bio: Aiming for early retirement,

Bio: Michael Shouse

Bio: investor exposed to SteveS strategy from discussions with Brantley Whitley. I was already investing in RNP/RQI but now expanding to other CEFs.

Bio: 54, trying to energize my retirement investing after a divorce.

Bio: WCM Fan

Bio: Christian, husband, father, patriot

Bio: Near retirement and new to investing. Looking to add income to my pension.

Bio: Blue collar guy still working but planning on retiring in a few years

Bio: Converted everything to CEFs in 2024. So impressed with this method! It's given me peace of mind while building wealth - priceless!

Bio: TOM. EM Physician planning retirement in a few years.

Bio: Physician….5-10 years from retirement. Recently discovered private placements and CEFs

Bio: Listened to RMS multiple times. I'm now 59 & getting ready for retirement & formerly invested in VTSAX /VTI. IRA & Roth 100% in CEF’s. 401K stuck.

Bio: Retired Engineer

Bio: General Manager, U.S. Intermodal, Inc.

Bio: Pursuer of financial freedom.

Bio: Within 1-2 years of retirement. In RMS since Sept 2025 and learning all I can.

Bio: Steve is right on with funds in retirement plans not paying much income if any!. Been investing for sometime and read his RMS book ....its great!.