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

Bio: Retired IT entrepreneur who retired in 1997 and still trying to hang on to my retirement nestegg

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: 6.4 years until retirement - 98% CEF (some HY ETFs) 401K + a taxable CEF/ETF account since Jan 2025.

Bio: I am new to CEF investing, looking to learn all I can.

Bio: CPA helping generous business owners avoid unexpected tax bills and maximize tax savings.