Structured Notes for Income (Part 1 of 2)

Episode 5 August 08, 2024 00:17:23
Structured Notes for Income (Part 1 of 2)
Ed's Edge
Structured Notes for Income (Part 1 of 2)

Aug 08 2024 | 00:17:23

/

Show Notes

In this two-part episode, we explore some of the key benefits of using structured notes to generate income and growth in your investment portfolio, particularly as you prepare for and enter retirement.

Join us as we delve deeper into the world of structured notes and explore how they can be leveraged to generate income, protect your portfolio, and achieve your financial goals, whether you’re in the accumulation phase or transitioning into retirement.

As you transition into retirement, generating a steady income stream from your portfolio becomes crucial. We discuss an alternative investment called structured income notes that offer several advantages:

Provides a stable income stream to support your retirement lifestyle

Offers downside market protection, reducing the impact of market volatility on your portfolio

Many of our clients use structured income notes to add stability and increase yield in their portfolios

Other Episodes

Episode 12

November 15, 2024 00:32:47
Episode Cover

The Power of Defined Benefit Plans for Small Business Owners

If you're a small business owner or independent contractor with a high income and you're tired of paying excessive taxes, this podcast is for...

Listen

Episode 3

March 22, 2023 00:15:08
Episode Cover

Defined Benefit Plan: How Does it Work? (Part 2 of 2)

The Defined Benefit Plan is a pre-approved retirement plan solely for business owners or self-employed individuals who want to take advantage of massive tax...

Listen

Episode 4

April 24, 2023 00:15:28
Episode Cover

The Seduction of Pessimism

Be honest…are you likely to either shrug them off or offer a skeptical eye? Conversely, hearing you are in danger and that person has...

Listen