In “How Much Monthly Income Could You Get From 1% of Jeff Bezos’ Wealth?” by Martin Dasko, featured in GoBankingRates, Yahoo Finance, Nasdaq, and AOL.com, the article explores what turning a fraction of Jeff Bezos’ net worth into income might realistically look like. It breaks down how different low-to moderate-risk investment choices could generate millions in monthly cash flow, and what that level of income could afford across major U.S. cities.
Our Chief Investment Officer and CEO, Steven Rogé, adds practical context by illustrating how even ultra-high levels of wealth are ultimately shaped by the same core principles everyday investors face: risk, yield, and allocation. His analysis highlights how varying investment choices, from Treasuries to corporate and high-yield bonds, can dramatically shape income potential, while also reinforcing that disciplined, risk-aware strategies can support both an extraordinary lifestyle and long-term flexibility without ever touching principal.
To view the full article, click here.
For tailored guidance on managing your wealth or questions about investment strategies, please contact our team of CERTIFIED FINANCIAL PLANNERTM (CFP®) professionals for a complimentary discovery call at 631.218.0077, or click here. We would be happy to show you how our financial planning process can help you stay on track and achieve your financial goals. You can also send us a message directly.
R.W. Rogé & Company, Inc. is an independent, fee-only financial planning and investment management firm serving clients locally and virtually across the country, with Long Island, New York, and Beverly, Massachusetts office locations. R.W. Rogé & Company, Inc. was founded on a “client first” culture and proudly commits to acting in your best interest as a fiduciary. We have helped clients Plan, Achieve, and Live® the life they want since 1986. To learn more about how we do this, as well as our process, explore our detailed overview of services and approach.
