The Retirement Income Investor

My name is Joe and I'm endlessly curious about what works, so I spend my time studying and testing different strategies for building retirement income: income approaches, index investing, and options — with a particular focus on SPX options. I walk through the ideas, the mechanics, and hypothetical and backtested examples so you can see how they tend to behave — the strengths and the trade‑offs alike.

Everything here is educational. My goal is to help you understand the concepts and think through them for yourself.

This channel is for educational and informational purposes only and is not investment, tax, or legal advice, nor an offer or solicitation of advisory services. Examples are frequently hypothetical or backtested; hypothetical and past performance do not guarantee future results. Investing involves risk, including possible loss of principal. Consult a qualified professional before making any decisions.