Investing For Income | Steven Bavaria

A practical overview for the regular investor looking to build meaningful low-risk income

One of the most frequent requests from Thoughtful Money viewers is for a discussion focused on investing for income.

Well, that's what we're delivering here.

In today’s interview, I talk with Steven Bavaria, author of the book The Income Factory: An Investor’s Guide to Consistent Lifetime Returns, who joins us to share his framework for constructing a lower-risk portfolio of income-generating assets that include: high dividend stocks, senior bonds, high yield bonds, covered call funds, Master Limited Partnerships, closed-end funds, and more.

This discussion is highly practical. If you find it of value, please let me know and I’ll do more of these types of videos on other asset classes of interest to this audience.

And in addition to this interview with Steven, I’m sharing an updated primer on income-generating assets that I wrote several years ago. That will be sent under separate email to premium subscribers of this Substack (not one yet? upgrade now)

To learn Steven’s framework on how to construct your own portfolio’s “income factory”, click here or on the image below:

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REMINDER: the Early Bird Price discount to our upcoming conference expires soon, so register now!

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I’m so grateful to everyone who has made their way to Thoughtful Money, especially those of you who have kindly supported me by becoming a premium subscriber to this new Substack. It’s making an important difference in helping me afford the substantial startup costs of birthing this new venture.

Premium supporters will receive my “Adam’s Notes” summaries to interviews going forward (yes, they’re back!), plus periodic advance-viewing and/or exclusive content not made available to the public.

My Adam’s Notes for this discussion with Steven are available to them below.

If you, too, would like to become a premium subscriber to this Substack (it’s just $15/mo, less than $0.50/day), then sign up now here: