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.

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Clarifying Closed-End Funds with Eddie Goepp