Podcasts about dividends

It would be wise to take the time to learn about dividend reinvestment, including tax onsiderations and how this strategy fits various financial goals and market conditions. Today's Stocks & Topics: PDI - PIMCO Dynamic Income Fund, Market Wrap, AMD - Advanced Micro Devices Inc., 7 Things You May Not Know About Reinvesting Dividends, VTGN - Vistagen Therapeutics Inc., NLR - VanEck Uranium & Nuclear ETF, LNW - Light & Wonder Inc., Retail Trade, Compound Analysis, ADBE - Adobe Inc., Crypto Lending.Our Sponsors:* Check out Avocado Green Mattress: https://avocadogreenmattress.com* Check out Ka'Chava and use my code INVEST for a great deal: https://www.kachava.com* Check out Mint Mobile: https://mintmobile.com/INVESTTALK* Check out Progressive: https://www.progressive.comAdvertising Inquiries: https://redcircle.com/brands

Interview with Jeff Quartermaine, Managing Director & CEO of Perseus Mining Ltd.Our previous interview: https://www.cruxinvestor.com/posts/perseus-mining-asxpru-african-gold-producer-targets-25m-ounces-over-five-years-7295Recording date: 25th July 2025Perseus Mining's June 2025 quarter results demonstrate the compelling investment case for this African-focused gold producer, with cash and bullion balances reaching $827 million on continued operational excellence. The company delivered 121,237 ounces during the quarter at all-in sustaining costs of $1,417 per ounce, generating substantial margins of $1,560 per ounce at current gold prices. This performance extends Perseus's track record of consistent operational delivery across its three African mines, with full-year production of 496,551 ounces at $1,235 per ounce costs.The company's financial strength provides a solid foundation for growth initiatives while supporting shareholder returns. Perseus has consistently beaten its own cost guidance over multiple years, demonstrating disciplined capital allocation and operational efficiency. CEO Jeff Quartermaine's conservative guidance approach has resulted in the company regularly delivering below the bottom end of cost ranges, building credibility with investors seeking reliable performers in the volatile mining sector.Perseus's growth trajectory centers on the Nyanzaga project in Tanzania, scheduled for January 2027 production startup. Recent drilling results show spectacular intercepts that could significantly extend mine life beyond the current 11-year projection, with potential underground development adding substantial value. The company's five-year outlook demonstrates sustainable production above 500,000 ounces annually, dispelling concerns about production declines.The investment appeal extends beyond operations to strategic positioning. Perseus's diversified African portfolio provides exposure to underexplored geology while management's proven track record of community engagement and government relations mitigates jurisdiction risks. The company's dynamic hedging strategy offers downside protection while preserving upside exposure in the current favorable gold price environment. With strong cash generation, disciplined cost management, and multiple growth catalysts, Perseus Mining presents a compelling opportunity for investors seeking exposure to a well-managed, growing gold producer positioned to capitalize on sustained precious metals demand.—View Perseus Mining's company profile: https://www.cruxinvestor.com/companies/perseus-miningSign up for Crux Investor: https://cruxinvestor.com

On this Long Read Sunday, NLW dives into the two major fronts of America's evolving crypto legislation. First, he reads and reacts to a joint op-ed from Congressmen Tom Emmer and Nick Begich urging the Senate to pass the Clarity Act and Anti-CBDC Surveillance State Act following the passage of the Genius stablecoin bill. Then, in a sharp historical detour, NLW turns to Byron Gilliam's essay connecting 1600s VOC dividends in mace and nutmeg to today's debates over crypto token rights and revenue alignment. It's a double-header episode exploring how regulation, history, and investor trust intersect to shape the future of digital assets. Sources: https://www.coindesk.com/opinion/2025/07/22/the-senate-must-finish-the-job-on-americas-pro-crypto-futureemmer-begich https://blockworks.co/news/token-holders-demanding-revenue Enjoying this content? SUBSCRIBE to the Podcast: https://pod.link/1438693620 Watch on YouTube: https://www.youtube.com/@TheBreakdownBW Subscribe to the newsletter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://blockworks.co/newsletter/thebreakdown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Join the discussion: https://discord.gg/VrKRrfKCz8 Follow on Twitter: NLW: https://twitter.com/nlw Breakdown: https://twitter.com/BreakdownBW

In this episode, I'll walk you through 9 strengths of quality dividend stocks that even the skeptics can't realistically refute. And to keep things balanced, I'll also break down the common counterarguments critics would probably bring up, so you get a well-rounded perspective. 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

Big bank earnings give a cautious green light on the economy Every quarter we get excited about listening to and reading about how things went for the big banks in the most recent quarter as they release their earnings. I'm primarily talking about JPMorgan Chase, Bank of America, Citigroup, and Wells Fargo. We have held a couple large banks in our portfolio for years and they have provided very useful information along with great returns as well. Overall, the big banks were happy with the low rates of consumer delinquencies and writing off debt that was unrecoverable stayed around the same rate as last year. One banker made a comment that with a 4.1% unemployment rate it's not likely to see a lot of weakness in their portfolio. This is something we have said for quite a while now, but we believe as long as the employment picture stays strong, the economy should do well. Deal making for the banks looked pretty good across the board and all of them had profit increases compared to one year ago. The overall tone from the bankers was largely upbeat, but a couple banks did call out some concern around commercial real estate and office buildings. There are certain cities with economies that are doing well, but there are other areas that are more problematic and the banks generally have commercial real estate in many markets across the country. To summarize, it appears the bankers feel pretty good, but they still remain somewhat cautious as bankers always should.   Understanding new legislation on cryptocurrencies Last week new legislation on cryptocurrencies was announced as the Genius Act, which stands for Guiding and Establishing National Innovation for US stable coins, made its way through Congress and to the President's desk. The legislation is supposed to provide licensing and oversight for stable coins as issuers must obtain licenses through either a national trust bank charter with the OCC, which stands for the Office of the Comptroller of the Currency, or a state level money transmission license. The Genius Act is supposed to provide consumer protection in the case of the issuer of a stable coin becoming insolvent. The solution in the Genius Act is to prioritize stable coin holder claims so the holders of those coins should be able to get their money back. This is nowhere near the safety one has in a bank where your deposits are insured by the FDIC should that bank fold. I feel this law will give people a false sense of security and I don't believe it will prevent a major collapse of stable coins. There's also a conflict of interest from President Trump‘s promotion of digital currencies since he himself has a coin and his sons Donald Trump Junior and Eric Trump run a bitcoin mining firm called American Bitcoin and are heavily involved in the crypto space. I believe the whole thing is just adding to the bubble of cryptocurrencies. Keep in mind that a bubble can last 10 to 12 years, if not longer, but the bigger it gets the bigger the financial disaster it causes.   What is better for investors stock dividends or stock buybacks? Unfortunately, there's no hard and fast rule based on performance figures in terms of what is better for stock investors, but I would have to lean towards stock dividends. If you look at the right companies paying dividends over a 10-year period you can find that perhaps the company you invested in is now giving you a yield of maybe 7-8% based on your initial investment. Those dividends can be a really great tool for long-term investing and while companies could always stop the dividend, most companies that have paid a dividend for the long-term do not like to stop or even reduce paying that dividend. This can help stabilize returns during downturns and may help investors be less emotional. A problem with stock buybacks is they can be announced and the stock may see a little bounce, but then it's possible that management does not fulfill the commitment to buy back all the shares they had planned to. Also, if the company or the markets were to hit a rough patch many times the first thing to go is stock buybacks. It is also possible that the company could do a stock buyback, but within a year or two the stock might drop below the price where the repurchases occurred, which would make those investments a questionable use of capital. Benefits to stock buybacks include the fact that there's no taxes for shareholders when they occur and they do increase your ownership of that business. While dividends are generally taxed, they are tax favored and depending on one's tax bracket you may pay very little or no tax at all. And don't forget about the compounding effect of reinvesting those dividends back into another investment. Unfortunately, it has become harder to find good quality companies paying dividends for a reasonable price. Looking at the S&P 500 index, the yield is now only 1.2%, which is near the all-time low that was hit during the dot-com bubble. Over the long-term history of the S&P 500, it's yield is generally around the 10-year Treasury and I was surprised to learn that up until the 1960's, the S&P 500 actually generally yielded more than the 10-year Treasury. Even looking just 10 years ago they were both yielding around 2%, but currently the spread between the two is about 3%. This comes as the S&P 500 has seen its forward P/E based on the next 12 months of earnings expand from 17 to around 22 during that time frame. Could this be another warning sign that the S&P 500 index is overvalued?   Financial Planning: New Tax Rules for Tips and Overtime Starting in tax year 2025 and through 2028, the One Big Beautiful Bill Act exempts up to $25,000 in tip income and up to $12,500 in qualifying overtime pay per individual from federal income tax—doubling to $50,000 and $25,000 respectively for married couples filing jointly. The tip exemption applies only to workers in occupations where tips are customary and must be properly reported through W-2s. The overtime deduction applies only to the premium portion of overtime wages—i.e., the extra pay above an employee's standard hourly rate—and must be paid in accordance with Section 7 of the Fair Labor Standards Act (FLSA), meaning it only covers overtime worked in excess of 40 hours per week under federal rules. Overtime paid under state laws or union contracts does not qualify unless it also meets the FLSA criteria. The full exemption is available to taxpayers with modified adjusted gross incomes up to $150,000 (single) or $300,000 (married filing jointly) and begins to phase out above those levels. To claim the exemption, workers must file a new IRS Form 10324-T with their annual tax return. Keep in mind Social Security, Medicare, and state taxes still apply to the tip and overtime pay. The policy begins with wages and tips earned on or after January 1, 2025, with claims first filed on 2025 tax returns in 2026.   Companies Discussed: Union Pacific Corporation (UNP), Toast, Inc. (TOST), American Eagle Outfitters, Inc. (AEO) & Abbot Laboratories (ABT)

EncycloMedia Series #30 - Indexed Dividend Option Rider In this installment we cover the Indexed Dividend Option Rider. As a policy owner, you have several options of what you can do with the dividend, one of which involves using your dividend with an index where you may gain, and you may lose.You should understand this option. Happy learning!To learn more about Dividend Options: EMS#04 Dividends - https://youtu.be/9qJQvc0hPg8?si=3jwPc2womD5Jc0ohWelcome to our EncycloMedia Series!This series is dedicated to defining, classifying, and describing the particulars of Whole Life Insurance as the ideal asset to use for Infinite Banking as described by R. Nelson Nash in his book, Becoming Your Own Banker. ⚔️LIVE & LEAVE A LASTING LEGACY

Segun Lawson, President and CEO of Thor Explorations (TSX.V: THX) (AIM: THX) (OTC: THXPF), joins me for a review of Q2 2025 operations and production metrics from its Segilola Gold mine, located in Nigeria, and for the Company's ongoing exploration and development programs in Nigeria, Senegal and Cote D'Ivoire.   Segilola Q2 Highlights   Q2 gold poured of 22,784 ounces ("oz") Gold sales in Q2 2025 of 25,900 oz at an average realized price of US$3,187 resulting in revenue of $82.5 million Gold produced from 238,425 tonnes milled at an average grade of 3.12 grammes per tonne ("g/t") of gold and process plant recovery at 93.1% Mine production of 242,461 tonnes at an average grade of 3.02g/t of gold for 23,573 oz Ore stockpile decreased by 307 oz to 41,092 oz of gold at an average grade of 0.84g/t of gold   FY 2025 Outlook and Catalysts   FY 2025 production guidance range maintained at 85,000 to 95,000 oz of gold FY 2025 All-in Sustaining Cost ("AISC") guidance range maintained at $800 to $1,000 per ounce. Drilling programs across all the Company's exploration portfolio   Segilola: continuation of ongoing underground drilling program   Nigeria regional targets: continuation of scout drilling programs on identified near-mine and regional targets   Senegal  at the Douta Project:   Completion of drilling program at Baraka 3 prospect targeted to be incorporated into the Douta Preliminary Feasibility Study mine plan Completion of further Reverse Circulation ("RC") drilling targeting additional oxide resources Following completion of Douta Project drilling programs, preparation of Updated Mineral Resource Estimate and Pre-Feasibility Study ("PFS") at the Douta Project   Côte d'Ivoire: Exploration being advanced on the Guitry, Marahui and Boundiali licenses, with further drilling to occur on Guitry and drilling to commence on Marahui where drill targets have been delineated. During May and June 2025, Thor completed an initial 3,000 metre ("m") reverse circulation ("RC") drilling program at Guitry and has received initial assay results from the program. The objective of the program was to gain a better understanding of both the geometry and geological controls on gold mineralisation based on a new interpretation of the historic drilling results obtained by Endeavour Mining, the historical owner of the asset. The assay results received to date from this drilling program include the following highlights: Drillhole GURC25-208 - 14m at 2.59 grammes per tonne ("g/t") of gold ("Au") from surface Drillhole GURC25-209 - 4m at 6.87 g/tAu from 38m Drillhole GURC25-212 - 5m at 7.48 g/tAu from 5m Drillhole GURC25-214 - 10m at 10.36g/t Au from 57m Drillhole GURC25-216 - 7m at 3.93 g/tAu from 7m Drillhole GURC25-219 - 3m at 14.50 g/tAu from 82m Drillhole GURC25-221 - 13m at 3.46/t Au from 114m Drillhole GURC25-227 - 7m at 7.71 g/tAu from 77m Drillhole GURC25-228 - 5m at 12.65 g/tAu from 69m Drillhole GURC25-229 - 17m at 2.16 g/tAu from surface Further exploration at the Krakouadiokro Prospect will include both infill and step-out drilling.   Dividend   The Group will maintain the dividend policy announced on April 8, 2025, with the second quarterly dividend payment scheduled for August 15, 2025. Dividends for the quarter will be paid at an amount of C$0.0125 per share.     If you have any questions for Segun regarding Thor Explorations, then please email them into me at Shad@kereport.com.   In full disclosure, Shad is a shareholder of Thor Explorations at the time of this interview.   Click here to follow the latest news from Thor Explorations

Ben Maller talks about the "Belichick Effect" in North Carolina, what makes this chapter in the Belichick story unique, Myles Garrett saying he expects to be the DPOY and win the Super Bowl this season, Fact or Fiction, and more!See omnystudio.com/listener for privacy information.

THE Lance Jay Radio Network - James changes his perspective on the WNBA and revenue sharing that the players are asking for.

See my $270,000+ Stock Portfolio: https://www.patreon.com/citizenoftheyear/postsCheck out these AMAZING Deals: https://amzn.to/3NGmBPTThe DNP Select Income Fund Inc. (NYSE: DNP) is a diversified, closed-end management investment company that first offered its common stock to the public in January 1987. The Fund's primary investment objectives are current income and long-term growth of income. Capital appreciation is a secondary objective. The fund has paid dividends every month since 1987, that is 38 straight years!Check out my favorite research tool Seeking Alpha! Premium: https://link.seekingalpha.com/3B2L85W/4G6SHH/Alpha Picks: https://www.sahg6dtr.com/3B2L85W/J8P3N/Disclaimer:This is not financial advice and I am not a licensed financial advisor. Always do your own research before investing and work with a licensed financial advisor. These are my opinions for informational purposes only and not to be taken as investing advice. Some of the links on this page are affiliate links, meaning, at no additional cost to you, I may earn a commission if you click through and make a purchase and/or subscribe. As an Amazon Associate, I earn from qualifying purchases. Affiliate commissions help fund videos like this one

Amy Arnott, portfolio strategist for Morningstar Inc., discusses how a popular dividend investing strategy works, and who would or wouldn't benefit from it. On this episode:Let's focus on when dividend reinvesting works as a strategy and when it does not. Who should consider reinvesting dividends?When shouldn't an investor reinvest their dividends?Are there any differences between reinvesting dividends in a taxable vs a tax-deferred account?What types of dividends are taxable and non-taxable?How long you've owned a dividend-paying stock matters when it comes to taxes. Can you explain the differences between qualified and non-qualified dividends?What kind of record-keeping does reinvesting dividends require, and how does reinvestment affect the cost-basis?How are considerations different for stock dividends vs fund dividends?What's the final takeaway for the audience about dividend reinvestment?  Read about topics from this episode. When to Reinvest Dividends (or Not)These 4 Dividend ETFs Strike the Right Balance for Income Investors10 Top Dividend Stocks for 202513 Elite Companies With Fast-Growing DividendsWhat Are Dividends?The 10 Best Dividend StocksThe Best Dividend FundsWhat Makes a Great Dividend Fund? What to watch from Morningstar. Market Volatility: Is Your Investment Portfolio Ready for a US-EU Trade Deal?Market Volatility: 4 Key Factors to Track in Q3 2025Is the International Outlook Brighter Than the US?Digital Advice in 2025: What You Need to Know About Robo-Advisors Read what our team is writing:Amy C. ArnottIvanna 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/

The Moose on The Loose helps Canadians to invest with more conviction so they can enjoy their retirement. Today, we are talking about the difference between monthly and quarterly dividend payment frequency.   It's all about dividend growth investing! Get the 20 income products guide for retirees: https://retirementloop.ca/retirement-income/ Get your Investment roadmap: https://dividendstocksrock.com/roadmap Download the Rockstar list here: https://moosemarkets.com/rockstars

The Moose on The Loose helps Canadians to invest with more conviction so they can enjoy their retirement. Today, we are talking about 5 dividend stocks: KP Tissue Inc (KPT.TO) 7.85% Cascades Inc (CAS.TO) 5.20% Rogers Sugar (RSI.TO) 6.35% Plaza Retail REIT (PLZ.UN.TO) 7.20% Slate Grocery REIT (SGR.UN.TO) 8.25% It's all about dividend growth investing! Get the 20 income products guide for retirees: https://retirementloop.ca/retirement-income/ Get your Investment roadmap: https://dividendstocksrock.com/roadmap Download the Rockstar list here: https://moosemarkets.com/rockstars

In this episode Dan discusses how to get even more tax efficient with your “pay”. He chats about tax free benefits, working from home, lunch, taxis…. all this and more on today's HeelanHub! www.heelanassociates.co.uk/podcast - the show for UK small business owners. info@heelanassociates.co.uk 02392 240040

Some people claim dividends don't matter. But, why did the biggest, most powerful and influential banks in the U.S., led by some of the sharpest financial minds literally on the planet, just announce a round of significant dividend hikes, with some being truly massive? Stick with me and I'll show you exactly what the dividend naysayers are missing, and why the management from top financial institutions know that dividends matter. 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

While markets continue to digest a bit of macro data rollercoaster, is there an enhanced case for yield via dividends across today's market place? If the combination of modestly higher growth, along with a good dose of volatility continues to be a reality for the medium-term, or longer, might a dividend strategy bring you closer to your goals? Or, perhaps you approach the dividend strategy as one to simply bring down your overall risk profile, while continuing to lean into a rising equity market. On today's episode to further discuss these aspects of the strategy is Portfolio Manager Don Newman. Recorded on July 8, 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.

In this episode, Kelley Slaught discusses common financial mistakes that baby boomers make as they approach retirement. She emphasizes the importance of understanding Social Security, the necessity of early savings, and the rising healthcare costs that can impact retirement plans. Kelley also highlights the significance of balancing risk in investment portfolios, the emotional aspects of retirement decisions, and the need for flexibility in planning. Additionally, she addresses the importance of crisis-proofing retirement plans against economic downturns and the role of emergency funds. The episode concludes with listener questions, providing practical advice on various financial topics. Reach Kelley at 800-810-8060. California Wealth Advisors www.californiawealthadvisors.com See omnystudio.com/listener for privacy information.

In this episode, Marty discusses the importance of maintaining control over one's financial future, addressing common insecurities many Americans face regarding their financial stability. He emphasizes the need for a comprehensive financial plan that includes understanding income sources, managing debt, and preparing for emergencies. The conversation also covers the benefits of annuities, the significance of not procrastinating in financial planning, and strategies for effective retirement savings. Marty encourages listeners to take proactive steps in their financial journey and offers his services for personalized financial planning. Reach Marty at 888-519-9096. Smart Money Solutions www.smartmoneysolutionsmn.com See omnystudio.com/listener for privacy information.

Are dividends always the best way to pay yourself from your corporation? Think again. In this video, we'll explore whether dividends truly offer tax benefits compared to salary. We'll break down the numbers using real examples and explore the implications for your taxes and retirement planning. Learn about the hidden costs and benefits of both options and discover why a mix of salary and dividends might be the best choice for you. Don't let conventional wisdom steer you wrong—watch now to make an informed decision for your financial future. Hosted on Acast. See acast.com/privacy for more information.

Chesnara PLC (LSE:CSN) chief executive Steve Murray talked with Proactive's Stephen Gunnion about the company's £260 million agreement to acquire HSBC Life UK's insurance business. The deal, set to complete in early 2026, will see over 450,000 policyholders join Chesnara and bring approximately £4 billion of assets under administration. Murray said, “We're really proud to have been selected by HSBC Group to look after over 450,000 of their policyholders.” The acquisition is expected to deliver strong cash generation, with over £800 million of incremental cash flows forecast across the life of the book. About £140 million is anticipated in the first five years, with the majority accruing in the longer term. The company told investors that the acquisition will also accelerate its dividend growth by one year, resulting in a 6% increase applicable to full-year 2025 and interim 2026 dividends. Financing will include a fully underwritten rights issue of £140 million gross and the drawdown of £65 million from an existing revolving credit facility. Murray highlighted that this transaction more than doubles the scale of Chesnara's UK business and demonstrates its ability to be a reliable consolidator in the life insurance sector. He said the company continues to see a strong M&A pipeline, with further opportunities under review. Visit Proactive's YouTube channel for more insightful interviews and don't forget to like this video, subscribe to our channel, and enable notifications so you never miss an update.#Chesnara #HSBCLifeUK #InsuranceAcquisition #LifeInsurance #DividendGrowth #MergersAndAcquisitions #UKInsuranceMarket #Policyholders #FinancialNews #ProactiveInvestors

Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call hereAre you a Canadian business owner earning more than $500K in your corporation — and unknowingly setting yourself up for a surprise tax bill?Many incorporated Canadian entrepreneurs get caught off guard when they grow too fast and cross key income thresholds. That growth feels great—until the CRA takes a bigger slice than expected. If you've ever been hit with an unexpected tax bill, or you're unsure if your salary-dividend mix is working for you, this episode is a must-listen.In this episode, you'll discover:Why crossing the $500,000 net operating income mark can double your corporate tax rate — and what to do about itThe smart way to structure your salary vs. dividends to keep more money in your pocket, not locked in your corporation.How to front-run tax surprises with timely planning, and use RRSPs and payroll adjustments to your advantage.Press play to learn how to turn a “good problem” — making more money — into a long-term wealth strategy, not a tax trap.Discover which phase of wealth creation you are in. Take our quick assessment and you'll receive a custom wealth-building pathway that matches your phase and learn our CRA compliant tax optimized strategies. Take that assessment here.Canadian Wealth Secrets Show Notes Page:Consider reaching out to Kyle…taking a salary with a goal of stuffing RRSPs;…investing inside your corporation without a passive income tax minimization strategy;…letting a large sum of liquid assets sit in low interest earning savings accounts;…investing corporate dollars into GICs, dividend stocks/funds, or other investments attracting corporate passive income taxes at greater than 50%; or,…wondering whether your current corporate wealth management strategy is optimal for your specific situation.Navigating the complexities of the Canadian tax system is critical for business owners who want to build long-term wealth and achieve financial independence in Canada. From managing surprise tax bills to balancing salary vs dividends, corporate wealth planning demands strategic financial optimization. A well-structured Canadian wealth plan blends personal finance with corporate tax efficiency, enabling smart investment bucket strategies, RRSP optimization, and capital gains planning. Whether you're aiming for early retirement, growing passive income, or legacy planning, aligning your financial systems with clear vision setting and using tailored tax strategies can make all thReady to connect? Text us your comment including your phone number for a response!Canadian Wealth Secrets is an informative podcast that digs into the intricacies of building a robust portfolio, maximizing dividend returns, the nuances of real estate investment, and the complexities of business finance, while offering expert advice on wealth management, navigating capital gains tax, and understanding the role of financial institutions in personal finance.

Centene (CNC) sold off more than 30% at the opening bell after withdrawing full-year guidance. Diane King Hall talks about how the "big, beautiful bill" plays a pivotal role in that downside price action. Big banks like JPMorgan Chase (JPM), Goldman Sachs (GS) and Morgan Stanley (MS) boosted their dividends as they see rosier growth outlooks. Diane later notes an earnings mover in Constellation Brands (STZ), which missed expectations but still gained this morning.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Brian Mulberry shares his team's defensive take on the market, citing interest rates as a major headwind for earnings growth. Despite the S&P 500's rally to 6200, Mulberry expects more volatility ahead. To navigate this environment, he favors high-quality, dividend-yielding stocks with strong balance sheets and diversified revenue streams, such as JPMorgan (JPM), BNY Mellon (BK), and Bank of America (BAC). Mulberry also likes consumer staples like Home Depot (HD) and Walmart (WMT), citing their ability to weather economic uncertainty and deliver steady, profitable growth.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Jaime Carrasco, Senior Portfolio Manager at Harbourfront Wealth Management, joins us for a no-nonsense breakdown of where we are headed: a global credit implosion, the devaluation of fiat currency, and a historic wealth transfer into gold and silver. He explains why 30% of your portfolio should be in precious metals, why silver will outperform gold, and how to protect your assets from the storm that's already underway.#gold #silver #marketcrash ------------

In this message, we understand the true profit of worship and praise

In this message, we continue our journey in understanding the profit of true worship and praise

Ed and Rob took some time from the second hour of Monday's BBMS to recap the trade that sent Kevin Durant from the Suns to the Rockets. Is there anything left in the tank for the 37 year old former MVP?

In this insightful episode of the Authors on Mission podcast, host Danielle Hutchinson sits down with Brett Owens, Chief Investment Strategist at Contrarian Outlook and author of "How to Retire on Dividends." Brett shares his fascinating journey from disliking the corporate engineering world to becoming a successful financial writer who makes complex investing concepts accessible to everyday readers.Key Tips You'll Discover:The Engineer's Writing Advantage: How problem-solving mindsets translate into finding the right words and breaking down complex conceptsConversational Finance Writing: Using relatable language like "bummer" instead of formal jargon to connect with readersContent Repurposing Strategy: How to transform popular newsletter and blog content into comprehensive book materialMaking Technical Content "Evergreen": Balancing specific examples with timeless principles that remain relevantVisual Enhancement Techniques: Using charts, callouts, and graphics to make dense financial information skimmableProtecting Your Content: Real-world experience dealing with online copycats and intellectual property theftBrett reveals his transition from engineering to financial writing in the mid-2000s, his approach to writing as if explaining to one specific reader, and the challenges of self-publishing 10,000 hardcopies. He also shares practical advice on making technical expertise accessible, dealing with content thieves, and the surprising success of his e-book and audiobook sales.Whether you're a technical professional looking to transition into writing, or an expert wanting to make complex topics understandable, Brett's engineering-meets-finance approach offers valuable lessons for any author.Featured Book: "How to Retire on Dividends"https://www.amazon.com/How-Retire-Dividends-Principal-Intact-ebook/dp/B07W7346P3?ref_=ast_author_mpbFree Resource: Download a free chapter at howtoretireondividends.comPerfect for anyone wanting to learn how to transform technical expertise into engaging, accessible content!#BrettOwens #DividendInvesting #AuthorsOnMission #FinancialWriting #TechnicalWriting #BookWriting #EngineerAuthor #InvestmentStrategy #SelfPublishing #AuthorLife #FinancialEducation #BookMarketing #WritingTips

See my $230,000+ Stock Portfolio: https://www.patreon.com/citizenoftheyear/postsCheck out these AMAZING Deals: https://amzn.to/3NGmBPTCheck out my favorite research tool Seeking Alpha! Premium: https://link.seekingalpha.com/3B2L85W/4G6SHH/Alpha Picks: https://www.sahg6dtr.com/3B2L85W/J8P3N/IYRI is the NEOS Real Estate High Income ETF seeks to generate high monthly income with the potential for equity appreciation. The Fund seeks to distribute high levels of monthly income through a data-driven call option strategy on ETFs that seek to track the Dow Jones U.S. Real Estate Capped Index. Let's find out if this ETF is worth a closer look.Disclaimer:This is not financial advice and I am not a licensed financial advisor. Always do your own research before investing and work with a licensed financial advisor. These are my opinions for informational purposes only and not to be taken as investing advice. Some of the links on this page are affiliate links, meaning, at no additional cost to you, I may earn a commission if you click through and make a purchase and/or subscribe. As an Amazon Associate, I earn from qualifying purchases. Affiliate commissions help fund videos like this one

In this episode, we ask: What can be intimidating? What about big, life-long decisions? How do dividends work? How can you regain certainty, control and safety in the midst of a very uncertain world? What did Mark learn in school from his math teacher? Who does Mark have great respect for? What takes courage? How...

This week's blogpost - https://bahnsen.co/4jYgcxO In this episode of the 'Thoughts On Money' podcast, co-host Blaine Carver and guest Darren Lightfoot delve into the intricacies of Roth conversions and the potential tax traps associated with them. Blaine shares personal anecdotes and explains why Roth conversions, despite their popularity, require careful consideration of several factors that go beyond simple tax bracket comparisons. They discuss how adjustments in adjusted gross income (AGI) and modified AGI (MAGI) can affect various aspects such as Social Security taxation, Medicare premiums, capital gains taxes, and eligibility for tax credits. Key insights are provided on navigating these hidden pitfalls and the importance of consulting with financial professionals for tailored advice. 00:00 Introduction and Host Welcome 00:38 Beach Story and Weather Analogy 02:50 Introduction to Roth Conversions 04:34 Detailed Tax Traps in Roth Conversions 08:18 Impact on Social Security and Medicare 12:12 Qualified Charitable Distributions (QCD) 14:50 Dividends, Capital Gains, and Tax Credits 18:20 Final Thoughts and Advice 24:01 Podcast Conclusion and Disclaimers Links mentioned in this episode: http://thoughtsonmoney.com http://thebahnsengroup.com

In this podcast, we provide an analysis of why some common stock issuers pay cash dividends and others do not. Achievable has courses with industry-best pass rates for the FINRA SIE, Series 6, 7, 9, 63, 65, and 66. Try our courses for free at https://achievable.me.

Walmart and Amazon are looking into stablecoins and two dividend stocks to get on your radar! Jason Moser and Matt Argersinger discuss: - Why Walmart and Amazon are considering launching their own stablecoins. - Roku and Amazon expand their partnership. - Two dividend stocks Matt thinks are worth getting on your radar. Tickers mentioned: WMT, AMZN, ROKU, TTD, OC, WHR Host: Jason Moser Guest: Matt Argersinger Producer: Ricky Mulvey Engineer: Dan Boyd Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

Meb Faber of Cambria Investments joins the podcast to discuss the state of markets and the economy, the need to diversify internationally, and why dividends are not a good thing. This podcast episoode was recorded Monday, June 2 and was made available to premium subscribers exclusively the following day. More membership on premium subscriptions is available here. Content Highlights What are Meb Faber's view of the economy and markets? (1:34); His most contrarian take: non-US stocks are a bargain. The outperformance of US equities versus international peers is due for reversal (3:37); International value stocks are a particularly promising area (9:56); Artificial intelligence (16:29); Background on the guest (28:18); Another contrarian take: dividends are overrated (33:59); Tariffs: no cause for concern (39:57). More Information on the Guest Website: MebFaber.com and CambriaInvestments.com Twitter/X: MebFaber Podcast: The Meb Faber Show (iTunes link) YouTube: The Meb Faber Show

In this episode, I'll explain what preferred shares are, how they compare to stocks and bonds, their pros and cons, and whether they belong in a portfolio. I'll end things by sharing some fascinating data from a dividend expert who analyzed the average dividend growth rate of the S&P 500 from 1936 until now, and I'll compare that to inflation. 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

Send us a textDIVIDENDS PAY OFF.  Liabilities Are Rising. Look To Buy AssetsFix Credit - Improve Credit -  Build Credit NOW!

In this Power Producers Podcast episode, David Carothers is joined again by Kevin Ring, lead analyst at the Institute of Work Comp Professionals. In this Shop Talk session, they take a deep dive into the crucial topic of the valuation date and its significance in workers' compensation policies. While last week's discussion highlighted the importance of leading with workers' compensation, this episode shifts gears to discuss why understanding the valuation date is vital for businesses. David and Kevin unpack the complexities of the valuation date—what it means, why it matters, and how it can impact a company's experience mod. Kevin shares expert insights into how this date plays a central role in determining a company's future workers' compensation premiums and why it's essential to monitor open claims carefully. Key Highlights: What is the Valuation Date? Kevin explains that the valuation date is when insurers submit crucial data to the Rating Bureau, affecting a company's experience mod and future premiums. Impact of Open Claims Kevin discusses how open claims, even with high reserves, impact the experience mod just as much as settled claims. Timing of the Valuation Date The valuation date occurs 18 months after policy inception. Kevin highlights how policy changes affect this timing. Managing Claims for the Valuation Date Kevin emphasizes the importance of tracking open claims early and working with adjusters to ensure accurate reserve updates. Dividends and Profit Sharing Understanding the valuation date can impact eligibility for dividend programs and profit sharing, boosting business benefits. Agent's Role in Claims David advises agents to be proactive in managing claims, educate clients, and collaborate with adjusters for better outcomes. Connect with: David Carothers LinkedIn Kevin Ring LinkedIn Kyle Houck LinkedIn Visit Websites: Power Producer Base Camp Institute of WorkComp Professionals Killing Commercial Crushing Content Power Producers Podcast Policytee The Dirty 130 The Extra 2 Minutes

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 

In this episode, I'll compare the pros and cons of dividend income versus creating your own dividends by selling shares, both of which allow you to live off your portfolio. I'll end things telling you about my memorial day weekend trip visiting some out of town relatives, and the insane asset that I found my brother-in-law is invested in. 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

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 this episode, I'll share new weekly and annual dividend records! I'll also show you a study which found that the 4% retirement rule may be based on some questionable data and that some people who followed it would have run out of money in just 20 years, which to me further makes the case for a dividend strategy rather than one where you're selling your shares for income. Finally, I'll share an inspiring story about a guy who broke all the financial rules but navigated his way to success. 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

When you stop to fill up your car with gas, you might also pop into the store to grab a quick bite, or a gatorade, or that carton of milk you forgot to get at the supermarket.  One company has managed to leverage that common retail experience into a real-estate empire.Chris Constant is the president and Chief Executive Officer of Getty Realty Corp, which trades under the symbol GTY on the New York Stock Exchange. Chris joined the company in November of 2010 as Director of Planning and Corporate Development, and was later promoted to treasurer in May of 2012, Vice President in May of 2013, CFO also in 2013 and CEO in 2016. Today, Chris walks us through the surprising origins of Getty Realty, discusses developments in the convenience store and automotive sectors, and explains why Getty has found such incredible success working with those industries.  Highlights:Getty Realty origins (4:50)What's a 'Net Lease REIT?' (7:07)Why C-stores and Auto-service? (8:00)How convenience stores have changed (9:48)Getty's advantage in the market (11:25)Sourcing new assets (12:48)Occupancy and rent (15:07)Potential for growth in other sectors (16:40)Uncertain macro environment (18:13)Impact of EVs (20:25)Dividends (21:49)What people miss about Getty (23:32)Links:Chris Constant LinkedInGetty Realty LinkedInGetty Realty WebsiteICR LinkedInICR TwitterICR Website Feedback:If you have questions about the show, or have a topic in mind you'd like discussed in future episodes, email our producer, marion@lowerstreet.co.

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

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