Bio: 7.5 years until retirement - 100% CEF 401K + a taxable CEF account since Jan 2025.

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

Bio: I have been following Steve and his Income Focused Retirement Investment model for over 10 years.

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