Podcasts about dividend income

What are the pros and cons if Chip uses the money in his taxable brokerage account for early retirement income? Jack and Sally ask Joe and Big Al to spitball on whether they can retire around age 55 or 60, and whether they should max out their Roth or convert to Roth, today on Your Money, Your Wealth® podcast 527 with Joe Anderson, CFP®, and Big Al Clopine, CPA. Plus, April and Andy ask the fellas to spitball on their dividend investing strategy, and Don wonders if a separately managed account (SMA) makes sense for his taxable account. (We'll also find out what an SMA is.) Free financial resources & episode transcript: https://bit.ly/ymyw-527 CALCULATE your free Financial Blueprint DOWNLOAD The Withdrawal Strategy Guide for free DOWNLOAD 10 Steps to Improve Investing Success for free WATCH Your 11-Step Path to Financial Freedom on YMYW TV ASK Joe & Big Al for your Retirement Spitball Analysis SCHEDULE your Free Financial Assessment SUBSCRIBE to YMYW on YouTube DOWNLOAD more free guides READ financial blogs WATCH educational videos SUBSCRIBE to the YMYW Newsletter Timestamps: 00:00 - Intro: This Week on the YMYW Podcast 00:52 - Pros and Cons of Using a Taxable Brokerage Account for Early Retirement Income? (Chip Skylark, Dimsdale) 13:24 - Watch Your 11-Step Path to Financial Freedom on YMYW TV, Calculate Your Free Financial Blueprint 14:27 - Is My Dividend Investing Strategy Missing Anything? (Andy & April, Knoxville, TN) 25:02 - Can I Retire Between Ages 55-60? Should I Max Out Roth Contributions, or Convert to Roth? (Jack & Sally, NC) 31:18 - Download the Withdrawal Strategy Guide and 10 Steps to Improve Investing Success for Free 32:03 - Does a Separately Managed Account (SMA) Make Sense for My Taxable Account? (Don, IA) 40:46 - Next Week on the YMYW Podcast

Trying to pull all your income from one place is possible, but before you try it, ask yourself THIS question. Like this episode? Hit that Follow button and never miss an episode!

In this Season 6 episode of ETF Battles, Ron DeLegge ‪@etfguide‬ referees an audience requested triple-header between dividend equity ETFs from Amplify (DIVO), Capital Group (CGDV), and Fidelity Investments (FDVV). Who wins the battle?Program judges David Dierking and Shana Sissel examine this dividend ETF showdown with funds that use income strategies.   Each ETF is judged against the other in key categories like cost, exposure strategy, performance, yield and a mystery category. Find out who wins the battle!*********ETF Battles is sponsored by Direxion Direxion Daily Leveraged & Inverse ETFs. Know the risks. Proceed Boldly. Visit http://www.Direxion.com *********Get in touch with our judgesDavid Dierking at TheStreethttps://x.com/David_Dierking/highlightsShana Sissel at Banrion Capital Managementhttps://www.banrioncapital.com/

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How to Create Income from Retirement Savings: Alternatives to Annuities | The Financial Hour Meta Description: Discover dividend strategies for market downturns and how to avoid running out of money […] The post Investment Strategies for Retirees: Why Dividend Income Beats Market Momentum HOUR2 3-01-25 appeared first on Dupree Financial.

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Is mirroring the strategies of financial moguls like Warren Buffett a wise investment approach? We'll explore the risks, biases, and challenges of following their footsteps and determine what lessons we can take away. Make sure to check out the complete show notes. Download the Dividend Income for Life Guide. X: @TheDividendGuy FB: http://bit.ly/2Z7Q5gF YouTube: http://bit.ly/2Zs6r1r DividendStocksRock.com

Following Dan’s debate with Kanwal from Simply Investing, Simon and Dan dive into one of the biggest debates in investing—dividend income vs. total return. They break down the pros and cons of each strategy, discussing capital retention, income predictability, sequence of return risk, and sector concentration. Is relying solely on dividends a sustainable retirement strategy, or does a diversified total return approach offer better long-term outcomes? They also share their own experiences, including how Simon structured his parents' portfolio. Tickets of stocks/ETFs discussed: NOBL, XIC.TO, CDZ.TO Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Finchat.io for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

We tackle one of the biggest struggles for investors in the current market—finding the right stocks to buy without overpaying. No one wants to buy high and sell low, so we're focusing on three key sectors that offer strong opportunities for 2025 and beyond. Make sure to check out the complete show notes. Download the Dividend Income for Life Guide. X: @TheDividendGuy FB: http://bit.ly/2Z7Q5gF YouTube: http://bit.ly/2Zs6r1r DividendStocksRock.com

We reconnected with Liquid, who achieved FIRE at 35. But what happens after the dream is realized? We dive into his life post-FIRE and discuss how he manages his time, finances, and investments. Liquid opens up about unexpected challenges and the reality of maintaining purpose beyond a career. This conversation is packed with retirement insights you won't want to miss! Make sure to check out the complete show notes. Download the Dividend Income for Life Guide. Twitter: @TheDividendGuy FB: http://bit.ly/2Z7Q5gF YouTube: http://bit.ly/2Zs6r1r DividendStocksRock.com

My dividend income is now more than the salary I made during my working years. How can I manage the tax situation? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

Now is the perfect time to review your portfolio for the year. We have a canvas for you to use and leave nothing aside. Download the Dividend Income for Life Guide. Make sure to check out the complete show notes. Twitter: @TheDividendGuy FB: http://bit.ly/2Z7Q5gF YouTube: http://bit.ly/2Zs6r1r DividendStocksRock.com

In today's Q&A: 2:15 Separately Managed Accounts Discussion 4:04 Exploring Real Estate Investments 7:03 Dividend Income vs. Selling ETF Shares 12:41 Total Return Strategy Explained 17:33 Asset Allocation Insights 19:42 Personal Investment Strategies Revealed Learn more about your ad choices. Visit megaphone.fm/adchoices

Let's look at what happened in the markets: performances, best sectors, stocks, biggest losers, themes, and noises. Watch the Dividend Income for Life Webinar Replay. Make sure to check out the complete show notes. Twitter: @TheDividendGuy FB: http://bit.ly/2Z7Q5gF YouTube: http://bit.ly/2Zs6r1r DividendStocksRock.com

Ram Ahluwalia joins Andrew Brill to dive into how AI will reshape industries, creating massive opportunities for some and existential challenges for others. Ram, Lumida Wealth's co-founder and CEO, also critiques the Fed's recent rate cut, warning that it could lead to economic overheating because the U.S. economy remains resilient. From AI thematic investments to smart value investing strategies for navigating the current economic landscape, this interview is packed with actionable insights. Investment Concerns? Get a free portfolio review with Wealthion's endorsed financial advisors at https://www.wealthion.com/free Chapters: 0:55 - Ram Ahluwalia's Background 1:40 - Why the U.S. Economy Remains Resilient 3:43 - The Fed's Rate Cut 5:52 - Value vs. Growth Stocks 7:05 - Has The Fed Painted Themselves Into A Corner? 8:30 - A Goldilocks Economy: Not Too Hot, Not Too Cold 9:40 - The Boomer Economy: Retirees Driving Spending 11:00 - Retirement Shifts: How Spending Habits Are Changing 13:07 - 10-Year Bond Up and Fed Rate Down? 16:20 - Dividend Income vs. Capital Gains: What's the Smarter Tax Strategy? 18:33 - Agency Mortgage Bonds Are An Attractive Investment 20:15 - Investing In the Era of AI: Which Companies Are Poised to Win? 26:28 - Nvidia's Future: Is It Still a Good Buy? 31:24 - Ram's Thoughts on China 36:48 - Where To Invest in this AI Era? Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ #Wealthion #Wealth #AI #Investing #FederalReserve #Economy #Finance #StockMarket #WealthManagement #GrowthStocks #ValueInvesting #RamAhluwalia #Technology #EconomicInsights #Markets #Tech #Money #Growth #Future #MarketTrends #Innovation #InvestmentStrategies #Business Learn more about your ad choices. Visit megaphone.fm/adchoices

Vero's investment trigger is no different from most of us: improving her family's financial situation and not worrying much about the future. She shares how to start from nothing and refine your skills quickly with a straightforward process and the will to learn from your mistakes. Download the Dividend Income for Life Guide. Make sure to check out the complete show notes. Twitter: @TheDividendGuy FB: http://bit.ly/2Z7Q5gF YouTube: http://bit.ly/2Zs6r1r DividendStocksRock.com

Meta, Alphabet, and Salesforce were healthy businesses making profits and seen as “the big guys”. Why did they start paying a dividend? What does it change for them... and for you? Should you grab some shares? Download the Dividend Income for Life Guide. Make sure to check out the complete show notes. Twitter: @TheDividendGuy FB: http://bit.ly/2Z7Q5gF YouTube: http://bit.ly/2Zs6r1r DividendStocksRock.com

Large cap stocks aren't what they used to be. Confluence Investment Management Associate Market Strategist Thomas Wash joins Phil Adler to discuss why investors who are looking for dividends may need to refocus.

Telecoms, REITs, and utilities have all been down for a while now. It has even become confusing to know which company to buy and which to sell. This is what we will look into. Download the Dividend Income for Life Guide. Make sure to check out the complete show notes. Twitter: @TheDividendGuy FB: http://bit.ly/2Z7Q5gF YouTube: http://bit.ly/2Zs6r1r DividendStocksRock.com

Your holdings' companies have reported their earnings, but what should you do with them? We share a simple process for determining what to focus on, avoiding traps, and investing with conviction. Become your own analyst! Download the Dividend Income for Life Guide. Make sure to check out the complete show notes. Twitter: @TheDividendGuy FB: http://bit.ly/2Z7Q5gF YouTube: http://bit.ly/2Zs6r1r DividendStocksRock.com

In this episode of WealthWorks Radio, Eric Kearney and Joseph Lenza discuss the five pillars of retirement planning: retirement income, financial planning, investment management, healthcare planning, and estate planning. They emphasize the importance of regularly updating and monitoring financial plans, as well as the need for a comprehensive estate plan. The hosts also touch on the rising healthcare costs and the potential impact on retirement planning. They offer listeners the opportunity to receive a personal financial blueprint and an income plan at no cost. Call Eric Kearney 800-779-1942 Visit Retirement Wealth LLC to learn more.See omnystudio.com/listener for privacy information.

Following yesterday's Canadian picks, here are the best US summer opportunities on the market. It's time for you to have a sip of PEP, HSY, DE, FAST, EQIX, TSCO and a surprise! Download the Dividend Income for Life Guide. Part 1 and complete show notes. Twitter: @TheDividendGuy FB: http://bit.ly/2Z7Q5gF YouTube: http://bit.ly/2Zs6r1r DividendStocksRock.com

In this episode, we're going to look at how to transition from mutual funds, ETFs, and index funds into individual dividend stocks.I also cover the following topics in this episode:- Our approach to investing- Current $600,000 portfolio- Transition to dividend stocks- Over $943,000 in fees- Annual income grows by over 22% without investing any new money- How to diversifyHere's the link to the Google Sheet to estimate your own returns: https://shorturl.at/anJSVDisclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/platform. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

Summer rhymes with more time outside, pool parties or sunset walks, but it's actually a good time to benefit from the opportunities on the market while it's a little more quiet. Interested in CWB.TO, STN.TO, TIH.TO, CPX.TO, or DOL.TO? Dive in with us! Download the Dividend Income for Life Guide. Make sure to check out the complete show notes. Twitter: @TheDividendGuy FB: http://bit.ly/2Z7Q5gF YouTube: http://bit.ly/2Zs6r1r DividendStocksRock.com

The Moose on The Loose helps Canadians to invest with more conviction so they can enjoy their retirement. Download The Canadian Rock Stars List, a selection of the safest dividend stocks in Canada: https://moosemarkets.com/rockstars Webinar: Invest with conviction: https://moosemarkets.com/webinar Webinar Replay: Dividend Income For Life : https://www.dividendstocksrock.com/dividend-income

In this episode, we're going to look at building your own pension fund. Even if you have a pension, stick around to learn how to build a second stream of investment income.I  also cover the following topics in this episode:- What is a pension?- Are pensions safe?- Building your own pension fund- Two companies that have consecutively increased their dividends for 62 years- How much can you earn?- $325K investment grows to over $2.6M, and generates $87K/year in dividendsHere's the link to the Google Sheet to estimate your own returns: https://shorturl.at/anJSVDisclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/platform. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

Since ETFs are so simple, why not select a couple and avoid the hustle of monitoring stock picks? While we often hear what is wrong with dividend investing, the bear case for ETFs is almost nonexistent. Today, we'll highlight a few things about them that prove they're not perfect and, first and foremost, explain the difference. Download the Dividend Income for Life Guide. Make sure to check out the complete show notes. Twitter: @TheDividendGuy FB: http://bit.ly/2Z7Q5gF YouTube: http://bit.ly/2Zs6r1r DividendStocksRock.com

In this episode, you'll learn the top 3 things you should not do when it comes to investing.I  also cover the following topics in this episode:- Investing when stock prices are high- Investing in non-dividend stocks- Biogen vs Amgen- Amgen grows dividend by 1507%- Which stocks returns over 636%?- Investing in non-quality stocksDisclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/platform. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

There are different stages in life during which an investor would like to start a portfolio. Whether the trigger is having a lump sum, moving from an advisor to being alone, wanting to put money aside for kids' tuition, or just getting started in the investment world, the process remains the same. Here's how to build a portfolio in five simple steps! Download the Dividend Income for Life Guide. Make sure to check out the complete show notes. Twitter: @TheDividendGuy FB: http://bit.ly/2Z7Q5gF YouTube: http://bit.ly/2Zs6r1r DividendStocksRock.com

In this episode, you'll learn if and when you should sell your dividend stocks.I  also cover the following topics in this episode:- The type of stocks discussed in today's episode- 4 reasons to sell your dividend stocks- MCD returns over 783% with a 17.35% yield- Guidelines for selling your dividend stocksDisclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/platform. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

There are many problems and misconceptions about dividend investing. Let's help you stay the course by understanding how, when, and why companies pay dividends. Revisiting the mechanics of dividends will destroy your misconceptions and bring you solutions to your problems. Download the Dividend Income for Life Guide. Twitter: @TheDividendGuy FB: http://bit.ly/2Z7Q5gF YouTube: http://bit.ly/2Zs6r1r DividendStocksRock.com

In this podcast I elaborate on why passive dividend income enables freedom. Join the world's largest free Dividend Discord ➜ https://discord.gg/kkSr5FY Join my channel membership as a GenEx Partner to access new perks: https://www.youtube.com/channel/UCuOS-UH_s4KGhArN6HdRB0Q/join Seeking Alpha Affiliate Referral Link ➜ https://www.sahg6dtr.com/2352ZCK/R74QP/ Click my FAST Graphs Link (Use coupon code AFFILIATE25 to get 25% off your 1st payment) ➜ https://fastgraphs.com/?ref=GenExDividendInvestor Please use my Amazon Affiliates Link ➜ https://amzn.to/2YLxsiW Thanks! As an Amazon Associate I earn from qualifying purchases. Support me & get Patreon perks ➜ https://www.patreon.com/join/genexdividendinvestor

In this episode, you'll learn the importance of investing in the Canadian market. You'll also learn why you should invest in Canadian dividend stocks.I  cover the following topics in this episode:- Canadian market overview- Virtual monopolies- TD increases dividends by more than 285%- Canadian dividend stock performance- MRU returns over 851% since 2007Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/platform. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

A few weeks ago I had someone ask whether it was possible to live off of dividend income alone in retirement.  This gentleman had saved up a nice chunk of money and was currently invested 100% in stocks.  He was eligible for Social Security benefits, and was intent on never selling any of his shares in retirement. Instead, he wanted to live off the dividends his portfolio produced to pay his expenses.  He thought that between his Social Security benefits and dividend income he'd have plenty to pay his bills.  I thought this was an interesting question, and dive into the details in today's podcast episode.

In this episode, you'll learn how to build a dividend portfolio that generates growing passive income for you. You'll also learn how to diversify, and how many dividend stocks you should own.I  cover the following topics in this episode:- Our approach to investing- Creating a resilient portfolio regardless of what happens in the stock market- Colgate-Palmolive providing 62 years of consecutive dividend increases- What to invest in- What about mutual funds, index funds, ETFs- Building your portfolio- Extraordinary returns from dividend stocksDisclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/platform. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

In this episode, you'll see how to lower your investing risk with dividend stocks. Is it possible to completely eliminate your risk?I  cover the following topics in this episode:- What is at risk?- What are dividends & dividend yield?- Increasing your margin of safety- PPG returns over 946%- PPG dividend yield on cost over 16%- Decreasing your investment riskDisclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/platform. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

Should 70-year-old Bob live off of capital gains and dividends from his mutual funds plus Social Security, or should he sell poor-performing mutual funds for living expenses and reinvest the cap gains and dividends? Which account should Neal's 76-year-old Mother use for living expenses? Should Neal and his wife fund their Roth 403(b) until retirement, or contribute to the regular 403(b) and then do Roth conversions after they retire? That's today on Your Money, Your Wealth® podcast 481 with Joe Anderson, CFP® and Big Al Clopine, CPA. Plus, the fellas spitball on whether IndyGuy can retire at 64 and Die With Zero, and Rod doesn't want a spitball, but he'd like a dart on the wall as to whether his retirement savings will last until age 88. Free financial resources and transcript: https://bit.ly/ymyw-481 Cruising Into Retirement Checklist & Guide - LIMITED TIME OFFER - download by Friday, May 17! How to Cruise Into Your Retirement - YMYW TV 10 Gruesome Estate Planning Mistakes to Avoid - register for the free webinar, May 22, 12pm PDT/3pm EDT Timestamps: 00:00 - Intro 00:48 - Living Expenses: Cap Gains, Dividends & Social Security or Poor Performers? (Bob, Jupiter, FL) 10:02 - From Which Account Should 76yo Mom Withdraw Living Expenses? (Neal, Dallas, TX) 18:11 - Dart on the Wall for Our Retirement to Age 88? (Rod) 26:08 - Can We Retire at 64 and Die With Zero? (IndyGuy) 35:50 - Save to Roth 403(b) or Traditional Until Roth Conversions at Retirement? (Neal, Dallas, TX) 42:54 - The Derails

In this episode, we'll see if airline stocks make good investments. Do they provide great returns over the long-term?I also cover the following topics in this episode:- The airline business- Four airline stocks to review- Rates of return compared to other dividend stocks- 658% return versus 180% or -72%Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/platform. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

In this episode, I interview a dividend investor, we talk about how to getting started with investing, how to select dividend stocks, and how to go about investing with a spouse.Jermaine McDonald CEO of Learn Grow Invest, is based out of Jamaica and their mission is to be a leader and trusted source of information of financial and investor education in the Caribbean and around the world.Jermaine is also a passionate dividend investor, and we have lots to talk about when it comes to dividends. You'll find today's episode both educational and inspiring.I also cover the following topics in this episode:- Why do you call your company Learn Grow Invest?- Do you have a background in finance?- Why do most people think investing is complicated?- What made you interested in dividend investing?- What do you look for in a company before you invest in it?- Do you look at a company's historical track record?- What do you say to people that are afraid to start investing?- What is the impact of inflation on your savings?- What advice would you give to young people?- When it comes to investing what are the most common issues that you see between couples?- How can couples invest together?- Tell us about your charitable initiativesDisclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/platform. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

In this episode, I'll show you how to build a million-dollar dividend stock portfolio starting with only $500, and you'll see how that portfolio could provide you with over $31,000 a year in passive income.I also cover the following topics in this episode:- Starting small- 3 keys to investing success- Real-life example investing in McDonalds (MCD)- How does this work?- $50,000 investment eventually returns over $108K/yr in dividends- Reaching one million dollarsLink to the Simply Investing Future Value Spreadsheet:https://rb.gy/782866Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/platform. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

In this episode I sit down with a dividend investor, we talk about the benefits of dividend investing, why you should get started sooner than later, and some of his picks when it comes to dividend stocks.My guest today is Russ Knopf the creator of the website Dapper Dividends and his youtube channel of the same name. Russ served in the US Navy, and today lives near Chicago with his wife and two kids. Russ is a dividend investor so naturally we discuss dividend investing in today's episode.I also cover the following topics in this episode:- How did you get interested in dividends?- How do you select dividend stocks?- I share my Nortel story- Understanding the key fundamentals when it comes to investing- What do you tell people that are still waiting to start investing?-  Why it's better to start investing sooner- Dividend kings and dividend aristocrats- Concerns are about dividend reductions- Importance of taking a long-term perspective- What is a good number of stocks to hold?- The high cost of fees (MERs) for mutual funds, index funds, ETFs- Why investing isn't complicated- What stocks are you interested in now? Russ s website: https://dapperdividends.com/ Russ's YouTube channel: https://www.youtube.com/channel/UCxeYC4WYMvh33SqKo9NMHLwDisclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/platform. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

In this episode, we look at a company that has increased its dividend by 3390%, and is on its way to becoming a dividend king.I also cover the following topics in this episode:- Introducing our company under review- Looking at its dividend history (3390% growth)- How dividends increase your margin of safety- Stock price history- Total return since 1999 (783%)Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/platform. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

Dan Sotiroff and Todd Trubey, senior manager research analysts for Morningstar Research Services, discuss what makes a great dividend fund, the trade-offs that are costing some investors, and the risks to watch for.Dividend Income, Dividend Growth, and Dividend Income and GrowthDividend Fund RisksShould Dividend Yield Be a Top Priority? Dividend Funds vs Passive Options What Advantage Do Actively Managed Funds Have Over Broadly Diversified Passive Funds?How to Find a Great Dividend FundPassively Managed Dividend Fund PicksActively Managed Fund Picks Read about topics from this episode.  What Makes a Great Dividend Fund?3 Great International Dividend ETFs for 2024The Best Dividend Funds What to watch from Morningstar.The 4% Retirement Rule is Just a Starting PointNew Dividend Stocks: Can Meta and Salesforce Help Revive the Classic Strategy?Self-Made Millionaire Tori Dunlap Embraces Mission to Make Women RichWhat's Surprising Some Retirees About Their Social Security Benefits? Read what our team is writing:Ivanna HamptonDaniel SotiroffTodd Trubey Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/ 

In this episode, we look at the world's largest publicly traded lodging REIT. Does a return of over 161% make this dividend stock worthy of consideration? I also cover the following topics in this episode:- Our stock under review (HST)- Our 12 Rules and 10 Criteria- Applying the 12 Rules of Simply Investing- Historical rate of return (161% vs 961%)- ConclusionDisclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/platform. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

With rising interest rates, does it still make sense to invest in dividend stocks?  In this episode, I compare a dividend stock to a money market fund, which one is the better investment?I also cover the following topics in this episode:- Rising interest rates- What are money market funds- Typical money market returns- What will happen to interest rates?- Money market fund versus a dividend stock- $10K grows to over $12K in 3 yearsDisclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/platform. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

In this episode, I cover two competitors head-to-head, and show you how $20K turned into over $212K. A dividend stock versus a non-dividend stock, which one was the better investment?I also cover the following topics in this episode:- What are dividend stocks?- What are non-dividend stocks?- Introducing the competitors (TXN vs AMD)- And the winner is?- 961% return vs 736%- 36% dividend yield based on the purchase priceDisclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/platform. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

In this episode, I interview Maya Corbic a CPA who leverages her CFO, auditor, and tax accountant expertise to educate kids on financial literacy. She founded Wealthy Kids Investment Club and has inspired thousands through her Instagram account, Teach Kids Money.I cover the following topics in this episode:- Why did Maya decide to write the book "From Piggy Banks to Stocks"?- Why investing isn't complicated- Why is it important to teach financial literacy to kids?- How did your background shape your understanding of financial literacy?- When it comes to financial literacy, what is missing in the current education system?- Why did you decide to write a workbook instead of a traditional textbook?- Why start teaching about dividends sooner than later?- The importance of dividend growth- What are Dividend Aristocrats and Dividend Kings?- Spending versus investing, how to make the right choices- Why did you start the Wealthy Kids Investment Club?- What do you say to parents when they say investing is too complicated?Book: From Piggy Banks to Stocks: The Ultimate Guide for a Young Investor On Instagram: teach.kids.moneyWealthy Kids Investment Club: https://wealthykids.clubDisclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/platform. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

#144: Katie Gatti Tassin shares her expertise on leveraging tax-advantaged accounts to maximize your income. This crash course covers investment strategies using different types of 401(k)s, IRAs, Roth Conversion Ladders, HSAs, Donor Advised Funds, and much more. Katie Gatti Tassin is the creator of the Money with Katie blog, podcast, and newsletter, which was acquired by Business Insider's Morning Brew in 2022. The Money with Katie Show is one of the top finance-related podcasts, boasting 140,000+ listeners per month and 6 million+ lifetime downloads. Link to Full Show Notes: https://www.allthehacks.com/tax-advantaged-accounts Partner Deals Storyworth: Share your family stories in a custom book (+ $10 off) Daffy: Free $25 to give to the charity of your choice Notion: Try Notion AI free to automate tedious tasks and streamline your work Vuori: 20% off the most comfortable performance apparel I've ever worn Gelt: Skip the waitlist on personalized tax guidance to maximize your wealth DeleteMe: 20% off removing your personal info from the web For all the deals, discounts and promo codes from our partners, go to: allthehacks.com/deals Resources Mentioned Katie Gatti Tassin: Podcast | Newsletter | Instagram Solo 401(k): Carry (← $500 off Pro) Bogleheads Article: Tax-efficient Fund Placement All the Hacks Episodes Covering Donor Advised Funds: #50: The Power (and Tax Savings) of Charitable Giving #62: Protect Your Family, Mitigate Taxes and Preserve Your Wealth Full Show Notes (05:31) Fundamentals of Tax-Advantaged Investing Accounts (09:55) Employer Plans: 401(k) (12:21) Katie's Bread and Butter 401(k) Strategy (18:07) Employer Account Trade-Offs (20:29) Misconceptions About 401(k)s (24:36) Employer Account Fees (27:26) 401(k) Plan Rollover to New Employer (28:15) Employer Traditional vs. Roth 401(k) (36:39) Contribution Limit for a 401(k): Mega Backdoor (42:30) Retirement Plans: IRAs (46:57) Backdoor Roth IRA (50:05) General Strategy for Traditional IRA (51:43) Roth Conversion Ladder Tactics (53:08) Dividend Income & Capital Gains (56:57) Small Business Plans (1:01:19) Solo 401(k) (1:09:04) 529s (1:11:00) Donor Advised Funds Connect with All the Hacks All the Hacks: Newsletter | Website | Membership | Email Chris Hutchins: Twitter | Instagram | Website | LinkedIn Editor's Note: The content on this page is accurate as of the posting date; however, some of our partner offers may have expired. Opinions expressed here are the author's alone, not those of any bank, credit card issuer, hotel, airline, or other entity. This content has not been reviewed, approved or otherwise endorsed by any of the entities included within the post. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of ETF Battles, Ron DeLegge @etfguide referees an audience requested quadruple header contest between high income ETFs from JPMorgan Asset Management and Global X. The ETFs facing off in this quadruple header are: the JPMorgan Equity Premium Income ETF (JEPI), JPMorgan Nasdaq Equity Premium Income ETF (JEPQ), Global X Nasdaq 100 Covered Call & Growth ETF (QYLG) and the Global X S&P 500 Covered Call & Growth ETF (XYLG). Program judges Shana Sissel with Banríon Capital Management and Tony Dong, an independent ETF analyst examine this high income ETF duel to see which ETF is the better choice. Each ETF is judged against the other in key categories like cost, exposure strategy, performance, yield , and a mystery category. Find out who wins the battle!*********ETF Battles is sponsored by Direxion Direxion Daily Leveraged & Inverse ETFs. Know the risks. Proceed Boldly. Visit http://www.Direxion.com