Invest Like a Banker Audiobook By Craig Wallin cover art

Invest Like a Banker

A Retiree's Guide to Safe and Stable Income

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Invest Like a Banker

By: Craig Wallin
Narrated by: Virtual Voice
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About this listen

Unlock the secrets of income investing with Invest Like a Banker, your definitive guide to securing a stable and reliable income during retirement. Tailored specifically for retirees and those new to income investing, this book demystifies the complex world of corporate loans, senior secured loans, and other income-focused investment strategies that banks have used for decades to ensure consistent returns.

In Invest Like a Banker, you’ll discover why income investing can be a safer alternative to equities, providing the peace of mind that comes with knowing your nest egg is protected. With a focus on stability, security, and simplicity, this book will guide you through the ins and outs of investing in CEFs (Closed-End Funds), CLOs (Collateralized Loan Obligations), and BDCs (Business Development Companies) with a friendly, easy-to-understand approach.

You’ll find expert advice on how to construct a portfolio that suits your individual needs, whether you’re seeking steady monthly income, capital preservation, or a balanced blend of both. This book also includes a curated list of top-performing funds and example portfolios, making it a practical resource that you’ll refer to time and again.

Whether you're a cautious investor looking to diversify your retirement portfolio or someone who’s new to the world of income investing, Invest Like a Banker will equip you with the knowledge and confidence to build a secure financial future. Let this book be your roadmap to investing with the same prudence and strategy that bankers use to grow wealth—because your retirement deserves nothing less.

Investing & Trading Retirement Planning Loan
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