Shownotes
Nicole is joined by investment veteran Steven Selengut. They discuss the nuances of creating a lifestyle by design, focusing on entrepreneurship, money, finance, taxes, and residencies. Steven shares his journey of managing private portfolios for over 45 years, from an upper-middle-class background to building a successful investment-oriented life.
They delve into topics like the importance of investing, managing portfolios, understanding securities, setting up a resilient portfolio, and implementing the 4% annual withdrawal rule.
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Youtube @workwealthandtravel
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