Podcasts about dividends

Trump just announced plans to take Fannie Mae and Freddie Mac public — but without ending government conservatorship. In this episode, Kathy Fettke breaks down what this could mean for the mortgage market, investor profits, and homebuyers. Will mortgage rates go up? Is this privatization in disguise? And how are analysts reacting to Trump's unusual approach to housing finance reform? LINKS Download Your Free Top 5 Cities to Invest in 2025 PDF!https://www.realwealth.com/1500 JOIN RealWealth® FOR FREE https://realwealth.com/join-step-1 FOLLOW OUR PODCASTS Real Wealth Show: Real Estate Investing Podcast https://link.chtbl.com/RWS Real Estate News: Real Estate Investing Podcast: https://link.chtbl.com/REN TOPICS DISCUSSED:  00:00 Freddie and Fannie Removed from Conservatorship?  00:26 Trump's Comments 01:03 Government Conservatorship 01:30 Bill Pulte's Comments 02:29 Effect on Mortgage Rates 03:16 Bail Out and Dividends 

David Harrell, editor of Morningstar's DividendInvestor newsletter, talks about the dividend stocks that earned a spot on the newsletter's annual Dividend Growers list. Harrell also discusses how to approach dividend investing.What Qualifies a Dividend Stock to Be on the DividendInvestor's Annual Dividend Growers List?13 Elite Companies With Fast-Growing DividendsThis part of the episode includes a correction: In an earlier version of this podcast, a section about companies included on the DividendInvestor's DividendGrowers list and a follow-up question about companies that weren't included was inadvertently cut during production. The episode has been updated to restore this information.Why These Companies Failed to Make the Dividend Growers List in 2025Which Companies Were ‘Near Misses' for the Dividend Growers List?Why Are Higher-Yielding Dividend Stocks Absent?Why Dividend Growth Investing Can Benefit Investors With a Longer Time Horizon  Is Double-Digit Dividend Growth Sustainable for Companies?Which Companies Are on Track to Appear on Next Year's Dividend Growers' List? What Investors Need to Know Before Investing in Dividend StocksUndervalued Dividend Growers Stock Picks Read about topics from this episode.  Subscribe to the Morningstar DividendInvestor newsletter.Stocks With 5 Years of Double-Digit Dividend Increases7 Undervalued Stocks that Just Raised Dividends10 Top-Performing Dividend StocksWhat You're Getting Wrong About Dividend InvestingThe 10 Best Dividend StocksThese Dividend Aristocrats Provide Appealing Consistency for Investors What to watch from Morningstar. The Stock Strategies That Are Paying Off in 2025Worried About Inflation? What to Know Before Buying TIPS ETFsMarket Volatility: The Trade Deals That Could Calm Wall StreetBerkshire Hathaway's Annual Meeting Could Reveal Its Future PlansRetirees: Here's How to Tweak the 4% Rule to Protect Your Nest Egg Read what our team is writing:David HarrellIvanna Hampton Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/

In an era of headline volatility, our next guest stands out for the conservative nature of her funds - focusing on downside protection and long-term resilience. So where is she finding the biggest alpha opportunities? And how do dividend-paying stocks bolster her downside protection? Host Pamela Ritchie is joined today by Ramona Persaud, Portfolio Manager, to unpack all this and more. Ramona manages several funds including Fidelity U.S. Dividend Fund. Recorded on May 20, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

The topics, stocks and shares mentions / discussed include: How & when to sell stocks/investments Chesnara / CSN Globaldata / DATA AJ Bell / AJB B&M European Value Retail / BME Digital 9 Infrastructure Plc / DGI9 Premier Miton Group / PMI Jupiter AM / JUP The Investor Summit About the event | Investor Summit The Investor Summit competition Dividends Investing Trading FOMO Overconfidence Mistakes Stop-loss Taking losses Profit warnings Psychology Takeovers Menphys Charity Just Giving Fundraising page & much more The Investor Summit tickets 2025 Conference Tickets | Investor Summit ShareScope special discount offer code ShareScope : TwinPetes Harriman House books Harriman House – Independently minded publishing support the TwinPetesInvesting Challenge Investors' Chronicle sponsor Special Trial Offers (investorschronicle.co.uk) the TwinPetesInvesting Challenge Henry Viola-Heir's blog Home – The Ethical Entrepreneur Powder Monkey Brewing Co All Products – Powder Monkey Brewing Co 10% discount code : TWINPETES The 2025 TwinPetesInvesting MENPHYS Charity Appeal please make a donation on the TwinPetes Investing Charity Challenge 2025 Just Giving page here where  Peter Higgins & the TwinPetesInvesting podcast are fundraising for the children with disabilities charity, Menphys. The Twin Petes Investing podcasts will be linked to and written about on the Conkers3 website , on the Sharescope website and also on available via your favourite podcast and social media platforms. Thank you for reading this article and listening to this podcast, we hope you enjoyed it. Please share this article with others that you know will find it of interest.

05-18-2025 Pastor Tyler Stevison "Divine Dividends" SUN 10AM

Join Certified Financial Planners Greg Cooley and Bubba Labas on another episode of Advisors' RoundTable as they discuss how dividends work.

In this episode, I'll explain why dividends are more important than most people realize. I'll also show you a comment from someone who raged at me, calling me a liar and saying I was deceiving people, all because of something innocuous I said in a recent video. 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://link.seekingalpha.com/2352ZCK/4G6SHH/ 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 Use my Financial Modeling Prep affiliate link for awesome stock API data (up to a 25% discount) ➡️ https://site.financialmodelingprep.com/pricing-plans?couponCode=genex25

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World.Today's Stocks & Topics: Stocks with Two Symbols, Safe Investment, The Thrift Savings Plan (TSP), Roth Conversions, Dividends, Fixed Annuities, Precious Metals Stocks, Bonds, Panic Sell, Tariffs on China Can Affect Vietnam, Oil Stocks, Investing for Kids Future, Roth I-R-A, Economic Indicators, How Many Stocks in a Portfolio, IPOs Prices, Young Investor.Our Sponsors:* Check out Square: https://square.com/go/investAdvertising Inquiries: https://redcircle.com/brands

Investment opportunities in India have been gaining significant attention, driven by the country's robust economic growth and favorable demographic trends. But what are the key factors that make India an attractive destination for long-term investment opportunities, and how can they navigate the complexities of this dynamic market? Vivek Paul, Head of Portfolio Research and UK Chief Investment Strategist for the BlackRock Investment Institute, will help explore the investment landscape in India, the opportunities in public markets, and the long-term growth potential driven by the country's economic growth and demographic strengths. We'll also delve into the implications of India's rapid digitization and resilience in a fragmented geopolitical landscape and discuss the challenges investors should consider in this evolving market. Key moments in this episode:00:00 Introduction to Investment Opportunities in India00:53 Exploring India's Economic and Demographic Strengths02:41 The Impact of Digitization and Geopolitical Dynamics03:26 Demographics and Economic Growth05:03 Stock Market vs. Economic Growth08:32 Fixed Income Markets and Central Bank Policies10:26 Geopolitical Risks and Tariffs12:47 Investment Risks and Opportunities in Indian Equities15:27 Conclusion and Final ThoughtsCheck out our previous episode on India from last year here: https://open.spotify.com/episode/5lsbTpWYFSxgJkz75VA2rB?si=di74nyAmTISczr6uR_q5tASources: “Tapping Into India's Transformation” Investment Perspectives, BlackRock Investment Institute, 2025

Ed, Rob, and Jeremy took some time from Friday's BBMS to discuss the overall lack of travel for the Ravens this season. Baltimore will travel the third least amount of miles for road games this season. While it's still more than 10,000 total miles, does the fact they don't have to take any long trips help them overall?

Marty discusses various economic indicators that may signal a recession, both conventional and unconventional. He emphasizes the importance of understanding these indicators to make informed financial decisions. The discussion also covers the significance of diversifying income streams, maintaining emergency funds, and avoiding common retirement planning mistakes. Marty highlights the necessity of strategic tax planning and the importance of long-term retirement strategies tailored to individual needs. Reach Marty at 888-519-9096. Smart Money Solutions www.smartmoneysolutionsmn.com See omnystudio.com/listener for privacy information.

United, Inc #4 | In this episode Jamie and Ed dive into the financial implications of the Glazer family's 20-year ownership of Manchester United. Discussing the history of the Glazer takeover, they address the massive increase in club revenue alongside the burdensome debt and the ongoing expenses, including interest payments, management fees, and dividends. The conversation covers the role of media in explaining the takeover, analyses United's commercial, broadcast, and match day revenues, and considers the club's future under new leadership amidst evolving financial constraints and competitive pressures.

Don and Tom launch into a globe-trotting episode—complete with multilingual greetings and a cameo from Cookie Monster—before diving into the serious question of global investing. They challenge the "home country bias" that keeps investors overly concentrated in U.S. stocks, highlight the recent performance gap favoring international small-cap value, and remind listeners that chasing returns and market timing are just two sides of the same bad investing coin. With personal anecdotes, Japan's long recovery, and fund comparisons (VT, AVGE, DFAW), they make a rock-solid case for global diversification. Plus: a real-life trustee dilemma, a potentially smart annuity strategy, and a few dad jokes you didn't ask for. 0:04 Multilingual greetings, Cookie Monster, and off-the-rails intro1:38 Listeners ignore the banter—jump straight to annuity questions2:05 “Why would I want foreign stocks?” US home bias gets roasted2:39 International small-cap value up, S&P down—performance flips3:23 Blackberry nostalgia, Don's voiceover gigs, and cowboy auditions5:30 U.S. vs. international investing—timing or chasing returns?6:48 Market cycles and why global investing reduces regret8:26 Feelings aren't facts—own the planet, not your predictions10:08 Japan's 34-year climb back—and the real lesson of 199011:49 Dividends matter: Japan's returns weren't all dead12:20 Comparing VT, AVGE, and DFAW for global exposure14:33 Why Don prefers global funds over DIY U.S./intl combos15:30 A 1992 Japan vs. global return showdown—$10k becomes $41k or $233k17:50 They buried the lead—global diversification wins again18:14 Listener corrects math on 4% rule—Don admits the slip19:06 Comment on borrowing from 401(k) and the “double-tax” myth20:04 Facebook dad jokes derail Tom's patience20:53 Trust investing dilemma: annuity vs. portfolio income23:50 Immediate annuity may be the best fit for a “failed-to-launch” son25:23 Where to shop for no-load annuities—Fidelity, Ameritas, Stan the Annuity Man Learn more about your ad choices. Visit megaphone.fm/adchoices

Tracey Ryniec, Zacks Senior Stock Strategist, and Bryan Hayes, editor of Zacks Income Investor newsletter, discuss 5 popular stocks with high dividend yields. Can the dividend be trusted?   (1:00) - Should You Be Investing Into High Paying Income Stocks? (8:40) - Top Stocks To Keep On Your Watchlist Right Now (36:45) - Episode Roundup: WHR, PFE, CVX, CC, DOW

Andrew Kohl, a Portfolio Manager with Aberdeen Investments — part of the team running the firm's Total Dynamic Dividend and Global Dynamic Dividend funds — says dividend-paying stocks are not immune from tariff concerns, and while investors often pick them for the income and don't want to make too many changes, it's important to to watch how the underlying business will be impacted by current conditions. Kohl says his portfolios have tilted toward international investments  this year, noting that foreign markets have outperformed the U.S. since "Liberation Day." He also discusses two of his favorite dividend stocks, offers a guess as to why one of the funds has seen its discount narrow while the other has not, and more.

Investment Planning for Retirement: Creating Income Streams Through Dividends Market Volatility and Your Retirement Plan: Why Income Matters In today's unpredictable market environment, having a clear investment plan is more […] The post Investment Planning for Retirement: Creating Income Streams Through Dividends appeared first on Dupree Financial.

May 6, 2025 – Are tariffs throwing the U.S. economy into chaos, or is there a hidden opportunity amidst the uncertainty? Peter Boockvar, author of the widely read Boock Report, joins Cris Sheridan to discuss the current US economic outlook...

In this podcast I'll talk about how investing in quality dividend stocks can help you build wealth and push back against economic inequality. 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 Use my Financial Modeling Prep affiliate link for awesome stock API data (up to a 25% discount) ➡️ https://site.financialmodelingprep.com/pricing-plans?couponCode=genex25

Breaking $10,000 in annual dividend income! In this video, I reveal my complete investment portfolio that now generates $29.11 EVERY DAY in passive income. As a welder turned dividend investor, I share my April portfolio activity, current holdings breakdown, and how I reached this major milestone. See my exact buys, sells, and dividend payments, plus learn about my 85/15 fund-to-individual stock allocation strategy. Join our dividend community every Sunday for the "Dividend Dive" livestream. Remember, there are no failures - only learning opportunities on the path to financial freedom!Buffett and Munger Unscripted by Alex W. MorrisGrizzly Research Nexstar Media Short ReportCheck out the April Dividend Portfolio Update ⁠YouTube Video⁠!

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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

In this episode of the Wade Borth Podcast, Wade dives into the power of mutual insurance companies and why ownership matters. He breaks down common misconceptions about life insurance, highlights the difference between mutual and stock companies, and explains how clarity, certainty, and long-term thinking can relieve financial pressure. If you are seeking more control, freedom, and security in your financial life, this conversation is for you. Episode Highlights 00:21 - Clarifying financial misconceptions. 01:29 - Empowering people through mutual insurance. 02:29 - Why mutual insurance companies benefit policyholders. 03:45 - Historical roots of mutual insurance companies. 04:48 - Difference between mutual and stock insurance companies. 07:10 - Long-term focus of mutual companies vs. short-term of stock. 09:41 - Certainty and exit strategy with whole life insurance. 11:01 - Venture capital influence on stock insurers. 12:10 - Dividends vs. Wall Street-driven interests. 13:52 - Importance of understanding your insurance products. 14:46 - Encouragement for thoughtful financial discussions.   Episode Resources Connect with Wade Borth https://www.sagewealthstrategy.com/ wade@sagewealthstrategy.com 

Pastor Paul WoodyApril 27, 2025Sunday Morning

In this podcast I'll tell you about the impact of spending almost all my dividends rather than reinvesting them over the last 4 1/2 years. I'll then end things by sharing some data on why investing in good dividend stocks is more important than ever. 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 Use my Financial Modeling Prep affiliate link for awesome stock API data (up to a 25% discount) ➡️ https://site.financialmodelingprep.com/pricing-plans?couponCode=genex25

Scared about all the volatility right now? Tracey Ryniec, Zacks Value Stock Strategist, brings you three cheap stocks that will also pay you for your patience.  (0:30) - Finding Strong Paying Dividend Investments (5:00) - Tracey's Top Stock Picks For Your Watchlist (20:55) - Episode Roundup: Podcast@Zacks.com  

Scared about all the volatility right now? Tracey Ryniec, Zacks Value Stock Strategist, brings you three cheap stocks that will also pay you for your patience.  (0:30) - Finding Strong Paying Dividend Investments (5:00) - Tracey's Top Stock Picks For Your Watchlist (20:55) - Episode Roundup: Podcast@Zacks.com  

Scared about all the volatility right now? Tracey Ryniec, Zacks Value Stock Strategist, brings you three cheap stocks that will also pay you for your patience.  (0:30) - Finding Strong Paying Dividend Investments (5:00) - Tracey's Top Stock Picks For Your Watchlist (20:55) - Episode Roundup: Podcast@Zacks.com  

This week we answer questions on the loose theme of capital gains tax and investing via General Investment Accounts (GIAs). Spoiler alert - nothing's as simple as it might seem! Shownotes: https://meaningfulmoney.tv/QA11    01:06  Question 1 Whenever a question comes up in our Facebook group about Capital Gains and GIAs (General Investment Accounts) I get a sinking feeling as I do not know much about that type of account, and I don't have one myself.  I am not alone. I have gathered questions from our listeners about capital gains, so in this episode Pete & Roger can tell us all about Capital Gains, Dividends, and anything else we need to know about using a GIA, and other situations which involve capital gains tax. 19:03  Question 2 Hi both, I've recently discovered your podcast and have thoroughly enjoyed my commutes listening to you. Personable and informative. I have a question about selling my buy-to-let property that is in my personal name. My mortgage term is ending in June 2026 and I'd like to sell it for one of better quality that has less issues. I'm currently a higher-rate taxpayer but we're planning to start a family in the next year, meaning I'll be on maternity leave for 12 months which will push my salary down to basic-rate. Impossible to plan when I'll get pregnant but it would be useful to know how HMRC calculates my salary (and over what time period) so that I pay basic-rate CGT when selling my buy-to-let? Apologies for a very wordy question! Thanks a lot and best wishes, Winnie 22:17  Question 3 Hi Pete, I hope you're doing well! I've been really enjoying the Meaningful Money podcast and had a question I'd love to hear your thoughts on the show: In a general investment account (GIA), is it's better to use an income fund to avoid triggering CGT if income is needed (assuming the dividends covers the needs in the short term)? Thanks so much for your wisdom! And keep up the great work on the podcast! :) Best regards, Chloe 26:53  Question 4 Hi Pete, Roger (and Nick who I assume is reading this :-)) I have a question I'd be grateful if you could answer which is around capital gains tax on any shares or funds held outside an ISA/pension. To use an example with higher numbers so that the allowance is used for simplicity: - You have £100k in a GIA - it increases by £10k a year for the first two years; - it's then down £2k in the third - the total value is now £118k - You then want to draw out £10k - How do you work out what capital gains the tax is to be paid on i.e. is the full £10k considered a gain? - Is the withdrawal from the original £100k or from the increase in value i.e. gain? - Would you be better to withdraw up the annual allowance every year and then put it back in to reduce the gain, considering there's no allowance for the impact of inflation? Love the show, keep up the good work in whatever format you decide going forwards - you've made real differences to the way I've managed my investments over the years, especially at scary times like Covid and your book and courses have given my kids the education they need for their long investing lives. Thanks, Dino 36:39  Question 5 Hi Pete & Rodger, I started a deep dive into our overall finances over the Christmas period, to set the picture I am 47, my wife's 42 and we have two children a boy 5 & a girl 3. I received a diagnosis last year which will have a long term impact on my ability to sustain my current level of income & type of work I do. We have a 154k mortgage with 19 years left on the term, with the uncertainty around my health I have decided to target maximum overpayments on the mortgage, this year we can pay 18k extra. My questions are: 1. I plan to save circa 1k per month salary to put into the overpayment pot, I am hopeful that the HL shares will meet past highs and I can use some of that money to top up the salary savings and hit our target. Do I pay tax on the profit I make from selling shares? If it's no more than 3k? I was hopeful I could sell shares annually and withdraw the gains annually, then reinvest in same stock when they dip. I realise that past performance isn't always guaranteed but monitoring since covid the stocks I am invested in are fluctuating from a £15 low to £20 high annually. So looking to sell at £19.5. Is this the best way to use the extra cash at present given the plan to access quickly at times. I have maxed out isa allowance for current FY (2024/25) but will probably pay the 1k per month into an isa in new FY. 2. I am planning to do lump sum overpayment rather than setup monthly, just to give easy access to funds should they be required. I plan to cash in some company SIPPS annually when they aren't taxable (after 5 years) that sum will be on average 1k per year. Will the SIPPS cashed in and gains from HL sales leave me vulnerable to paying capital gains tax? If all goes to plan we could be mortgage free by 2033 approximately and there would be less of a dependency on my salary. Deep down I just want us to be setup financially as best we can with the uncertainty around my health. I would really appreciate your views, love the podcast and it's been a real source of knowledge to me. Best Regards Lee 43:52  Question 6 Hi Pete & Roger, I found your YouTube channel last year and through that the Podcast – both are absolutely fantastic and have helped me and my family so much with many aspects of managing our money and planning our finances. My question relates to if and to what extent capital gains tax can be offset by making SIPP contributions. My wife and I jointly own a buy to let property that we are selling in the new financial year (25/26).  When the sale completes, we expect to each have a taxable capital gain of around £30,000.  My wife earns around £10k a year from a part time job, therefore most of her gain will be taxable at the lower rate of 18%.  For the last couple of years, she has made annual gross SIPP contributions 100% of her earnings (£10,000) which is the maximum gross contribution she can receive basic rate tax relief on. This year, as well as contributing the usual £10,000 gross, (100% of earned income), can she also contribute up to a further £30,000 gross and receive basic rate tax relief on this additional contribution, thus offsetting the CGT paid on the gain from the property sale?  If so, with CGT payable at 18% and basic rate tax relief of 20%, contributing the full £30,000 would actually more than offset the CGT (which I fear is too good to be true). If this is the case, is there any other strategy we should be considering to achieve the same or similar outcome?  I have really struggled to find definitive guidance around this, so any clarity you can provide will be much appreciated. Many thanks and keep up the great work. Steve

Apt Inspiration on the Parsha given by Rabbi Menachem Apter.

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 compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World.Today's Stocks & Topics: Stocks with Two Symbols, Safe Investment, The Thrift Savings Plan (TSP), Roth Conversions, Dividends, Fixed Annuities, Precious Metals Stocks, Bonds, Panic Sell, Tariffs on China Can Affect Vietnam, Oil Stocks, Investing for Kids Future, Roth I-R-A, Economic Indicators, How Many Stocks in a Portfolio, IPOs Prices, Young Investor.Our Sponsors:* Check out Kinsta: https://kinsta.comAdvertising Inquiries: https://redcircle.com/brands

In this episode, Liz Ann Sonders and Kathy Jones begin by discussing the current state of the markets, focusing on volatility, investor confidence, and the impact of trade policies. They explore how changing economic conditions and uncertainty are affecting investment strategies and corporate earnings guidance. The conversation also delves into the complexities of global trade dynamics and the Federal Reserve's cautious approach in navigating these challenges. Next, Liz Ann Sonders interviews Deane Antoniou, director and portfolio strategist for ThomasPartners. They discuss the complexities of retirement investing, emphasizing the importance of having a well-structured plan that considers both financial and emotional risk tolerance. They explore the challenges retirees face in volatile markets, the significance of systematic investment strategies, and the role of dividends in providing income. The discussion also touches on the impact of inflation on consumer perception and the necessity of being thoughtful about investment choices. Ultimately, they highlight the importance of focusing on long-term strategies rather than short-term market fluctuations.You can read Deane's quarterly report here: ThomasPartners Strategies Quarterly Observations: Spring 2025.Finally, Kathy and Liz Ann discuss the data and economic indicators they will be watching in the coming week.On Investing is an original podcast from Charles Schwab. For more on the show, visit schwab.com/OnInvesting. If you enjoy the show, please leave a rating or review on Apple Podcasts.Important DisclosuresThe information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness, or reliability cannot be guaranteed.Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.Investing involves risk, including loss of principal.Performance may be affected by risks associated with non-diversification, including investments in specific countries or sectors. Additional risks may also include, but are not limited to, investments in foreign securities, especially emerging markets, real estate investment trusts (REITs), fixed income, municipal securities including state specific municipal securities, small capitalization securities and commodities. Each individual investor should consider these risks carefully before investing in a particular security or strategy.Past performance is no guarantee of future results and the opinions presented cannot be viewed as an indicator of future performance.Indexes are unmanaged, do not incur management fees, costs and expenses, and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions.Currency trading is speculative, volatile and not suitable for all investors.There are risks associated with investing in dividend paying stocks, including but not limited to the risk that stocks may reduce or stop paying dividends.ThomasPartners Strategies with portfolio management provided by Charles Schwab Investment Management, Inc. ("CSIM"), dba Schwab Asset Management®.All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security.Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.(0425-KCBD)

Stephen Grootes discusses with Gary Booysen - Director at Rand Swiss, and Hlelo Giyose - Chief Investment Officer and Principal at First Avenue Investment Management, strategies for building a crisis-resilient portfolio, weighing the benefits of dividend-focused investments against growth-oriented approaches. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.Thank you for listening to The Money Show podcast.Listen live - The Money Show with Stephen Grootes is broadcast weekdays between 18:00 and 20:00 (SA Time) on 702 and CapeTalk.There’s more from the show at www.themoneyshow.co.zaSubscribe to the Money Show daily and weekly newslettersThe Money Show is brought to you by Absa.Follow us on:702 on Facebook: www.facebook.com/TalkRadio702702 on TikTok: www.tiktok.com/@talkradio702702 on Instagram: www.instagram.com/talkradio702702 on X: www.x.com/Radio702702 on YouTube: www.youtube.com/@radio702CapeTalk on Facebook: www.facebook.com/CapeTalkCapeTalk on TikTok: www.tiktok.com/@capetalkCapeTalk on Instagram: www.instagram.com/capetalkzaCapeTalk on YouTube: www.youtube.com/@CapeTalk567CapeTalk on X: www.x.com/CapeTalkSee omnystudio.com/listener for privacy information.

Start your day with a gold rush! Precious metals are soaring, and Singapore-listed CNMC Goldmine is glimmering with investor interest. Hosted by Michelle Martin this episode breaks down Nvidia's revenue shock from new China export rules and the market jitters over global tariffs. Explore why Bank of America’s “Turbo Dividend” stocks—like Albertsons, Corebridge Financial, and HCA Healthcare—are outpacing the S&P 500. Discover which German stocks, including Bechtle and Kion, could benefit from Europe’s fiscal stimulus boom. Catch Oiltek’s hot streak, Hertz’s activist-driven surge, and why shipping giants and Target may face headwinds. Plus, a local market roundup: DFI Retail, ST Engineering, SingTel, and the STI’s quiet climb.See omnystudio.com/listener for privacy information.

We're joined by Mark from My Own Advisor, who has been investing since his twenties and is now preparing for semi-retirement through a lifestyle he calls FIWOOT: Financial Independence, Work On Own Terms. We discuss saving, investing, building a flexible life, and how a hybrid investing strategy can provide both income and growth. Make sure to check out the complete show notes. 20 Income-Focused Products Free Guide X: @TheDividendGuy FB: http://bit.ly/2Z7Q5gF YouTube: http://bit.ly/2Zs6r1r DividendStocksRock.com

More on dividend growth investing  -> Join our market newsletter!  Schedule a meeting with us ->  Financial Planning & Portfolio Management Almost everyone knows that tariffs and trade wars have sent global markets spiraling, with the Dow down 17% and the S&P 500 down 20% from their highs, based on our recording date. While technically that implies we have entered a bear market, it also means better prices for long-term cash flow. It is human nature to get nervous when markets seem to be on the brink of panic, but dividend growth investors should see times like these as a gift.  In this episode, Greg tackles the tough headlines and sinking sentiment in today's markets. As recession fears grow and the market experiences significant volatility, Greg explains why focusing on sustainable cash flow and quality companies provides stability for long-term investors. From investor psychology to long-term GDP trends, Greg discusses how disciplined dividend investing turns market panic into wealth creation. Later, he highlights our recent purchase of Union Pacific ($UNP) as proof of concept. EDIT: In the episode, Greg mentions that paying $30 for $1 of earnings is about a 2.5% earnings yield. This comment was made in error; the correct number is a 3.33% earnings yield.Topics Covered: [01:00] Why focusing on cash flow provides clarity in a chaotic market[02:48] First quarter portfolio performance and the power of staying invested[05:00] Reframing a bear market: buying cash flow at a discount[06:55] How GDP and earnings trends support long-term optimism[10:17] Why market corrections test your investment mindset[11:50] Comparing stock ownership to rental property — and why we forget it's the same[16:33] Real numbers that contradict the media narrative (household debt, corporate cash, etc.)[24:52] New position: Why we bought Union Pacific and what makes it a dividend powerhouse[28:40] The case for quality, patience, and diversification during uncertainty[31:33] Index funds, dividend ETFs, and staying positioned for the rebound[34:01] The most dangerous investing phrase: "It's different this time"Send us a textBook time on our calendar here If you submit a question to us and we use it in an episode, we will send you an official The Dividend Mailbox Yeti® Tumbler -> Email us at ethan@growmydollar.com.Notes & Resources:DCM Investment Reports & ModelsVisit our website to learn more about our investment strategy and wealth management services.Follow us on:Instagram - Facebook - LinkedIn - XIf you enjoy the show, we'd greatly appreciate it if you subscribe and leave a review

In this video I'll tell you why I love dividends so much, coming from someone who retired in his 40s once his dividend income was more than his family's expenses. I'll end things with a jaw-dropping clip of a health insurance CEO who allegedly did some really slimy things to deny legitimate insurance claims. 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 Use my Financial Modeling Prep affiliate link for awesome stock API data (up to a 25% discount) ➡️ https://site.financialmodelingprep.com/pricing-plans?couponCode=genex25

President Trump's so-called April 2 "Liberation Day" tariffs promise to significantly alter U.S. trade policy with potentially far-reaching impacts on global markets, consumer prices, and economic stability. Today's Stocks & Topics: ZM - Zoom Communications Inc., Market Wrap, MACD Divergence, DVN - Devon Energy Corp., EWW - iShares MSCI Mexico ETF, ATKR - Atkore Inc., Trump's 'Liberation Day' Tariffs: A Global Trade Shift, Market Madness, Dividends, SCCO - Southern Copper Corp., FCX - Freeport-McMoRan Inc., Previous Tariffs, VOYA - Voya Financial Inc., Trump's Tariffs Policy.Our Sponsors:* Check out Kinsta: https://kinsta.comAdvertising Inquiries: https://redcircle.com/brands

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: Starting a Roth I-R-A, How Long to Hold an Investment, Rollovers, Social Security Withdraw, Dividends, Covered Calls, Options Trading, Moving Averages, Investing Factors, Stock Split, REIT Space, 457 Rollover, Low Contribution Limits, Tariffs, Covered Call Strategy, Foreign Stocks, Gas-Pipeline Producers, How Much Debt a Company Has.Our Sponsors:* Check out Kinsta: https://kinsta.comAdvertising Inquiries: https://redcircle.com/brands

It was a moment of grace that brought Kent to his first AA meeting, and it was a man reaching out his hand and asking a simple question that kept him here – that was almost 15 years ago. Today, Kent does the deal: the steps, the service and the fellowship – and his reward is peace of mind.Sobriety Date: 5/27/2010 Quotes “I have no defense over what's going to happen when I put alcohol in my body.”      “I reached a point where I realized that I needed to make this a priority consistently, and when I did I immediately saw dividends.” Referred by: Michael L. (Episode #248)InstagramFacebook

Wexford and Laois help get the 2025 Leinster Senior Football Championship underway on Saturday evening when they go head-to-head at Chadwicks Wexford Park. Ahead of that game, OTB's GAA correspondent Tommy Rooney caught up with Wexford captain Liam Coleman, and his Laois counterpart Brian Byrne.

Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.Wall Street doesn't play fair—and this video proves it. If you've ever felt like you're finally getting the hang of the stock market, only for it to pull the rug out from under you, this one's for you. In this fast-paced, hard-hitting video, we break down the raw truth about trading psychology, timing your entries, managing risk, and why mastering your emotions might be more important than mastering the chart.Whether you're a beginner investor or a seasoned trader, the market has a way of humbling everyone. This isn't your average investing video—it's a wake-up call. You'll hear why you should buy when others panic, sell when the crowd is greedy, and always—always—set that stop loss before it's too late.We're cutting through the noise, the hype, and the “get rich quick” garbage with something that actually sticks. It's part mindset, part strategy, all truth.You'll learn:➡️ The most common emotional traps traders fall into➡️ How to protect your capital with simple risk management➡️ Why euphoria is a red flag, not a green light➡️ How to ride momentum using moving averages like 10, 15, and 20-day trends➡️ What it means to get “monkey hammered” by the market—and how to avoid itIf you've ever blown up a trade because you got greedy, held too long, or thought the market owed you something, this video's going to feel like a slap in the face… in the best way possible. Because sometimes, that's exactly what traders need. A dose of truth. A reality check. A reset.This isn't financial advice—it's survival advice.So if you're tired of playing guessing games with your money, if you're ready to finally start trading like a pro, and if you want to stay in the game long enough to actually win—this is your moment. Watch the full video and discover what Wall Street won't tell you.Be sure to like, subscribe, and drop a comment below if this hit home for you. And hey—if you've got a crazy trading story, we want to hear it.Stay sharp. Stay strategic. And most of all… don't get monkey hammered!

Listener Q&A where Andy talks about: Whether the rule of thumb saying in retirement you'll need about 80% of what you were making in wages is on a gross or net of taxes basis ( 6:49 )Understanding why some dividends are "qualified" and some are not, why they're taxed differently, and why dividends from bond funds aren't qualified ( 14:15 )Whether the decision to start Social Security sooner vs later would change if Social Security were to no longer be federally taxable ( 22:09 )Whether spouses can combine their 401(k) balances ( 27:03 )What a Form 5498 is, and if you need it to do your tax return, considering it often isn't available until after April 15th ( 30:27 )If you can still make a 2024 Roth IRA or traditional IRA contribution in early-2025 ( 31:40 )Whether you can make a contribution to a Roth IRA via transferring shares "in-kind" from a brokerage account ( 37:23 )To send Andy questions to be addressed on future Q&A episodes, email andy@andypanko.comMy company newsletter - Retirement Planning InsightsFacebook group - Retirement Planning Education (formerly Taxes in Retirement)YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)Retirement Planning Education website - www.RetirementPlanningEducation.com

Submarket-specific focus, complete vertical integration, and 20 years of experience mitigates a lot of risk. Chicago has been the number one market for multifamily rent appreciation in the country over the past couple quarters. Rents to average income are considerably lower than most other large markets and there are several Fortune 500 and large tech company employers. There's also been limited new construction compared to other growth markets. Michael Root, Partner at Root Property Group, has built a successful, fully integrated portfolio of 700 multifamily units in the city of Chicago.

Samuel Smith from High Yield Investor and Scott Kaufman from High Dividend Opportunities discuss why preferred shares (0:50) and baby bonds (3:30) are compelling for investors. Samuel's preferred share selections (7:30). Scott's picks for preferreds and baby bonds (22:20). Are there risks involved with higher yield? (31:20)Show Notes:The Biggest Retirement Regrets And How To Avoid ThemHow I'd Invest $100,000 Right Now For Stagflation (Up To 10% Yields)Read our transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

How should investors manage risk in the midst of volatile markets? Rob Isbitts explains why what's happening now is part of a process (2:00). How markets are evolving and why technical analysis is important (4:50). Dividend investing - but not at any cost (9:15). How to think about options and managing risk (18:30). Examples of using the dog collar approach (30:45).Show Notes:The Dog Collar portfolioMarkets And Dividend Investing Are Evolving - How To Take AdvantageSungarden YARP PortfolioRead our transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

In today's Five Question Friday (FQF), we have five more great questions sent in by viewers:1. Should we think of dividends as guaranteed income?2. Should we invest in our HSA the same way we invest in our Roth IRA?3. How should you pay tax on a Roth Conversion?4. Should you get long-term care insurance?5. Should our investing strategy change as our wealth rises?WSJ Article on LTC insurance: https://www.wsj.com/personal-finance/...Fidelity Alternative Investments: https://www.fidelity.com/go/alternati... Join the Newsletter. It's Free:https://robberger.com/newsletter/?utm...

Jim and Chris are joined by Paul Neiffer, CPA to answer listener questions on qualified dividends, gifting strategies, Roth conversions, and trust taxation. (09:00) George wonders if frequent rebalancing in his taxable brokerage account is causing more of his dividends to be classified as unqualified. (21:30) A listener asks for guidance on which accounts to […] The post Qualified Dividends, Gifting Strategies, Roth Conversions, and Trust Taxation: Q&A #2510 appeared first on The Retirement and IRA Show.

Elon Musk has proposed that we redistribute some of the DOGE savings. Visit the Howie Carr Radio Network website to access columns, podcasts, and other exclusive content.