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Jane’s November 2024 Retirement Income Update: Closing Financial Sector Positions

The author of this article is

**Starting August 20, 2023, John & Jane’s Deep Retirement article series will be available as videos on YouTube. Please consider watching, commenting, and subscribing as I expand on my analysis. I tried to keep the videos to 30 minutes or less, but hopefully they will be more interesting for people who enjoy the articles. I’ll still post brief updates from time to time that adhere to the rules Seeking Alpha expects me to follow, but with varying degrees of depth. in pre-law and business administration from Eastern Washington University in 2011. Completed MBA from Whitworth University in May 2017. I gained expertise in several areas, particularly secondary marketing, underwriting (specializing in subprime credit), and most recently established the indirect auto dealer loan program for Canopy Federal Credit Union. I am now Director of Indirect and Retail Underwriting. I don’t have any professional investing licenses, but I spend a lot of time educating children, teens, and young adults on basic financial education. I also specialize in doing cash flow analysis for people approaching retirement or in retirement.

Analysts revealed: I/we hold substantial long positions in ADM, AMT, AVGO, AVNT, CCI, ETN, HON, LUMN, LYB, MAIN, MMM, TROW, VZ stocks through equity, options or other derivatives. This article was written by myself and expresses my own opinions. I received no compensation (other than from Seeking Alpha). I have no business relationships with any of the companies whose stock is mentioned in this article.

This article represents my personal views and I am not providing any specific or general advice. All advice given is unbiased and you are strongly encouraged to conduct your own research. This article was written by me and does not reflect the views or opinions of my employer.

Seeking Alpha Disclosure: Past performance is no guarantee of future results. No advice or recommendation is given as to whether any investment is suitable for a particular investor. Any views or opinions stated above may not reflect the views of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or U.S. investment adviser or investment bank. Our analysts are third-party authors, including professional and individual investors, who may not be licensed or certified by any agency or regulatory body.

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