# Family Office CEO Ranks Every Income Investment BEST to WORST (For Experienced Investors)

Page: https://stenobird.com/podcast/managing-tech-millions-6705312/family-office-ceo-ranks-every-income-investment-best-to-worst-for-experienced-investors
Text version: https://stenobird.com/podcast/managing-tech-millions-6705312/family-office-ceo-ranks-every-income-investment-best-to-worst-for-experienced-investors.md
Podcast: [Managing Tech Millions](https://stenobird.com/podcast/managing-tech-millions-6705312)
Published: 2026-06-30T13:00:31+00:00
Episode link: http://www.managingtechmillions.com/
Audio file: https://audio3.redcircle.com/episodes/d80c2373-80a2-4630-bd4b-37ca32656563/stream.mp3
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JSON: https://stenobird.com/v1/public/podcasts/managing-tech-millions-6705312/episodes/family-office-ceo-ranks-every-income-investment-best-to-worst-for-experienced-investors
Duration seconds: 980

## Resource

I Ranked Every Income Investment, Best to Worst — One Popular Pick Got an F Most income advice gets one thing backwards: it ranks investments as if there's a single right answer for everyone. There isn't. So I did something different. I took every income vehicle worth knowing — annuities, covered call ETFs, private credit, REITs, syndications, BDCs, muni bonds, the ones your advisor pitches and the ones they've never mentioned — and I graded all of them, S through F. But here's the catch that changes everything: I graded them for one specific investor. $5 million, five years from drawing income, comfortable in private markets. Change that investor, and some of these grades flip completely. One of the most popular income products on the market earns a flat F. And a vehicle most people have never had pitched to them lands at the very top. I'll show you exactly why — and the five dimensions of diversification almost everyone gets wrong, even with a dozen positions. Watch the full ranking, then build your own. Let's keep building.

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## Transcript

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