Clarifying Closed-End Funds with Eddie Goepp

This episode features Eddie Goepp, CFP®, Investment Advisor at Capital Investment Advisors. Eddie talks through the closed-end funds investment model and how implementing this strategy can enhance yields and bring balance to your portfolio. Eddie simplifies closed-end funds as a bucket that holds stock, funds, and real estate and explains why the current market can be attractive for retail investors. He also dives into the fluctuation of yields on closed-end funds, the power of debt, how his wife changed her career path and pursued her passion, and encourages listeners to fuel their passion while in the retirement grey zone. Learn more about your ad choices. Visit megaphone.fm/adchoices

Om Podcasten

Wes Moss is on a mission: help at least 1 million Americans of any age retire sooner and find joy along the way. A seasoned finance professional, best-selling author, broadcaster, and teacher, Wes has done extensive research on the habits of the happiest retirees. On this podcast, Wes shares key lifestyle and money habits you can implement now to prepare for a secure future while not depriving yourself of happiness in the present. In addition to leveraging his 20+ years of knowledge as an investment advisor, Wes brings in guests and specialists to teach you how to set and work towards your financial and lifestyle objectives. Refreshingly-free of mind-numbing financial jargon and unrealistic money goals, Retire Sooner with Wes Moss gives listeners the tools on how to retire sooner in the real world.