Podcasts about income investing

There's just something about dividends. The popular investing strategy attracts retirees and other investors who need regular cash payouts, as well as those who like the tangible return dividends represent, even if they are reinvesting those distributions back into their portfolio. But what are the tradeoffs, and are they worth it? It depends on who you ask. From the pages of the Q2 2026 issue of Morningstar Magazine, several specialists argue against chasing higher yield. Instead, they encourage investors to balance dividends and total return. Jerry Kerns, who's the editor in chief, joins Investing Insights to discuss the magazine's spotlight.  Featured Article: Subscribe to Morningstar Magazine On this episode:  00:00:00 Welcome  00:01:35 What dividend investing is and its appeal  00:03:55 Yield chasing trade-offs and dividend cut signals  00:07:47 Why consider buyback yield alongside dividend yield  00:09:44 Dividend stocks Morningstar analysts find attractive  00:10:45 Gold-rated funds and insights into the strategies  00:12:00 How income investors can strike the right balance   Watch more from Morningstar:  Are Mutual Funds Becoming Obsolete?  https://www.morningstar.com/podcasts/investing-insights/are-mutual-funds-becoming-obsolete-2   Brace Your Portfolio for Mega-IPOs https://www.morningstar.com/podcasts/investing-insights/brace-your-portfolio-mega-ipos-2   The Portfolio That Has Been Beating the Classic 60/40, and Why It Matters for You https://www.morningstar.com/podcasts/investing-insights/portfolio-that-has-been-beating-classic-6040-why-it-matters-you-2   Follow Morningstar on social:  Facebook: https://www.facebook.com/MorningstarInc/  X: https://x.com/MorningstarInc Instagram: https://www.instagram.com/morningstarinc/  LinkedIn: https://www.linkedin.com/company/morningstar/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

EKIP #100 | Blitzlicht 021 Im aktuellen Einkommensinvestoren-Blitzlicht standen unter anderem drei sehr unterschiedliche Themen im Mittelpunkt: der spektakuläre Börsengang von SpaceX, eine historische Verschiebung bei den Währungsreserven der Zentralbanken und die Hauptversammlung der Einbecker Brauhaus AG. Ergänzt wurde das Trio durch den jüngsten Kurzsturz beim Ölpreis, neue Signale vom US-Zinsmarkt, eine ETF-Rekordmarke sowie einen Überblick über aktuelle Dividendenzahlungen.

Don and Tom tackle rising bond yields and the anxiety they create for investors, explaining why higher bond yields mean lower bond prices and why recent moves in long-term Treasury rates have sparked comparisons to the period before the 2008 financial crisis. They discuss inflation fears, interest rate policy, and why investors should be cautious about reading too much into bond market movements as predictors of future stock returns. The conversation reinforces the role of bonds as portfolio stabilizers rather than return generators, particularly for retirees. They also answer a listener question about covered-call ETFs, explaining how option premiums create income, why the strategy isn't “magic money,” and the tradeoffs between yield, complexity, and risk. The episode closes with a correction involving Robert Wagner and Robert Conrad and a humorous detour into reverse-mortgage celebrity spokespeople.0:05 Bond investing versus “bondage” and why bonds are suddenly making headlines1:07 Rising Treasury yields and concerns about the bond market2:30 Why investors compare today's bond yields to conditions before 20083:00 Bond prices, bond yields, and the inverse relationship between them3:51 Inflation fears, energy prices, and their impact on bonds5:50 Global bond market pressures and rising yields in Britain7:06 Federal Reserve rate expectations and inflation control7:51 Lessons from the bond market collapse of 20228:36 Can bond market activity predict future recessions or market declines?10:06 Why geopolitical events often fail as market-timing signals10:31 Why own bonds when long-term returns have been disappointing?11:03 The role of bonds in diversification and retirement portfolios12:06 Using bonds as a spending reserve during stock market declines13:07 Listener question: How covered-call ETFs generate income14:18 Covered-call basics and selling options against stocks17:26 Risks, costs, and limitations of covered-call strategies19:38 Evaluating JEPI and the tradeoff between yield and volatility21:22 Listener correction: Robert Wagner versus Robert Conrad24:01 Reverse-mortgage spokespeople and celebrity rankings25:34 Why making a top-five list may be life's greatest achievementQuestions? Comments? Click!

High yield bonds can offer strong income, but they also come with risks that are often misunderstood. Think of them like lending to growing companies that pay you more to take on extra risk and where a bump in the road doesn't always mean the journey is over. This episode breaks down what really drives returns, why defaults aren't as scary as they sound, and how these bonds behave more like equities than traditional fixed income. With a clearer view of the trade‑offs and opportunities, could high yield be doing more heavy lifting in your portfolio than you think? Join Alex Gorewicz, Vice President & Director, Active Fixed Income Portfolio Management, TD Asset Management Inc. (TDAM) and Anthony Imbesi, Vice President & Director, Lead, High Yield, TDAM as they break down the role of high yield bonds, challenge common misconceptions, and explore how they can enhance income and diversification in a portfolio. Highlights include: 00:53 What high yield bonds are and how they differ from investment grade 04:06 Defaults explained and why they don't always mean full loss 07:56 Why high yield is called the “equity of fixed income” 14:38 Comparing high yield to dividend stocks and other income strategies 19:55 High yield vs. private credit and key differences investors should know   For a full transcript in English and French, please visit the TD Asset Management Podcast page: https://www.td.com/ca/en/asset-management/insights/podcast Email any questions or ideas for future episodes to: td.tdamtalks@td.comPlease follow "TD Asset Management" on LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

NBIW #253 | Börsenticker 024 BASF gehört zu den bekanntesten Industrieunternehmen Deutschlands. Der Chemiekonzern zahlt seit Jahrzehnten Dividenden, ist weltweit aktiv und wirkt auf den ersten Blick vergleichsweise günstig bewertet. Gleichzeitig steht das Unternehmen unter erheblichem Druck: schwache Konjunktur, hohe Energiekosten und ein schwieriges Marktumfeld belasten das Geschäft. Im aktuellen Börsenticker betrachten wir, wie robust das Geschäftsmodell von BASF derzeit ist, wie sicher die Dividende erscheint und warum die Aktie trotz der Probleme für manche Anleger interessant bleibt.

NBIW #252 | Börsenticker 023 Die Kreuzfahrtbranche hat sich nach dem pandemiebedingten Einbruch schneller erholt, als viele erwartet hatten. Carnival Corporation meldet wieder Rekordbuchungen, steigende Umsätze und hat sogar die Dividende zurückgebracht. Gleichzeitig bleibt das Unternehmen hoch verschuldet. Genau darin liegt der zentrale Spannungsbogen der Aktie: Auf der einen Seite steht ein wachsender Markt mit loyaler Kundschaft, auf der anderen eine Bilanzstruktur, die wenig Raum für größere Rückschläge lässt.

ltrashort bond funds are experiencing highs and lows this year.    They racked up a record $24 billion monthly inflow in March. But their fortunes reversed in April. Investors yanked out $1.6 billion. It was the biggest monthly outflow for the category in about two years. Ultrashort bond funds and similar fixed-income investments attract investors seeking a safe haven. They also generate cash and help moderate portfolio risks. So why are investors leaving now? What should you know before adding them to your portfolio?    Morningstar's ETFInvestor newsletter editor Dan Sotiroff is here to answer that.  And the associate director of US passive strategies research will reveal which shorter-term bond ETFs have high ratings from Morningstar.   Subscribe to Morningstar Investor Newsletters https://newsletters.morningstar.com/   On this episode: 00:00:00 Welcome 00:01:33 Three types of shorter-term bonds explained 00:03:54 Comparison to money market funds and CDs 00:07:05 Why investor poured into funds before reversing course  00:08:34 Who else are these suited for beyond income investors 00:11:11 Top-rated ultrashort and short-term bond ETFs 00:13:22 Top-rated short-term government bond ETFs 00:14:09 Takeaway for income investors   Watch more from Morningstar: How Big Tech's Bond Spree and Rising US Debt Are Creating Risks and Opportunities 10 Exceptional Stocks With Double-Digit Dividend Raises Investors May Be Ignoring Big Market Disruptions. Is There Risk to the Rebuff?   Follow Morningstar on social: Facebook https://www.facebook.com/MorningstarInc/ X https://x.com/MorningstarInc Instagram https://www.instagram.com/morningstarinc/?hl=en LinkedIn https://www.linkedin.com/company/morningstar/posts/?feedView=all Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

EKIP #98 | Blitzlicht 020 Die Hoffnung auf schnelle Zinssenkungen in den USA hat zuletzt einen Dämpfer erhalten. Gleichzeitig verändern sich die Kapitalmärkte an mehreren Stellen gleichzeitig: Tech-Konzerne beginnen Dividenden zu zahlen, Rohstoffpreise ziehen erneut an und die Diskussion um künstliche Intelligenz reicht inzwischen bis zur Frage, ob klassische Arbeit und Geldanlage langfristig überhaupt noch notwendig sind. In der aktuellen Blitzlicht-Folge beleuchten wir diese Entwicklungen – zwischen Geldpolitik, Inflation, internationalen Aktienmärkten und technologischen Umbrüchen.

The “Henssler Money Talks” hosts unpack the relationship between bond prices, coupon rates, and yield to maturity—helping investors understand why a bond's true return involves more than its stated interest rate. Original Air Date: May 9, 2026Read the Article: https://www.henssler.com/more-than-the-interest-rate-understanding-bond-yields  

When markets move fast, nimble investors often see opportunity, not just noise. On this episode of Market Sense, Fidelity portfolio manager Adam Kramer reveals where recent volatility has created unusual potential opportunity among income-paying investments. Whether you're focused on generating income or managing risk, Adam explains how to spot unique mispricings when there's market dislocation. Plus, we dig into the headlines around the leadership transition at the Federal Reserve and what it could mean for markets going forward. Interested in researching mutual funds? Choose your criteria and get fund picks from Fidelity and independent experts. Read the full transcript View the slides Watch the video replay

EKIP #96 | Deep Dive 078 Die schwersten Schäden an den Kapitalmärkten entstehen oft nicht durch einzelne Fehlentscheidungen, sondern durch eine Abfolge logisch wirkender Anpassungen. Genau das ist eine Parallele zwischen dem Reaktorunglück von Tschernobyl und modernen Wertpapierportfolios. Im Mittelpunkt steht dabei weniger Technik als menschliches Verhalten in komplexen Systemen. Entscheidungen, die isoliert betrachtet plausibel erscheinen, können in ihrer Summe Instabilität erzeugen. Die Folge sind Risiken, die lange unsichtbar bleiben und erst in Stressphasen offen zutage treten.

Income investing has never offered more tools — covered call ETFs, buffer strategies, active fixed income, multi-asset funds — and yet most advisors are still building portfolios the way they did five years ago. So what's actually happening on the ground? In this episode of Insight Is Capital, host Pierre Daillie sits down with Jillian DelSignore, VP and Head of Investor Distribution & Insights at Nasdaq Indexes, who brings something rare to the table: real behavioral data. Her team surveys hundreds of financial advisors every year, runs Nasdaq's global Advisor Council, and sits at the intersection of index innovation, ETF distribution, and the voice of the investor. What the data is showing right now is striking — a fundamental shift from total return thinking toward paycheque replacement investing, accelerating ETF adoption, and a quiet revolution in how options-based income strategies are reshaping portfolio construction. Whether you're an advisor benchmarking your own approach or an investor curious about how your portfolio is being built, this conversation delivers a clear, data-driven picture of where income investing is heading.Chapters00:00 — Introduction: Why income investing is being rebuilt from the ground up02:02 — Jillian's 26-year career arc: Federated, Goldman Sachs, J.P. Morgan ETF, and Nasdaq03:11 — How Nasdaq's global distribution team works with advisors and ETF issuers06:44 — Nasdaq Dorsey Wright: Momentum investing, point & figure charting, and the advisor research portal09:55 — The Advisor Survey: What the data from 2023 to 2025 actually shows10:49 — The big shift: 60% of advisors now allocating 20–40% of portfolios to income — up 52% since 202312:05 — Active and passive fixed income ETF adoption is accelerating — and why active is winning in bonds13:27 — 600 new derivative ETF launches: Covered calls, buffers, and the rise of auto callables14:43 — Defined outcome strategies: The tip of the spear in income innovation15:25 — What drove the shift from total return to paycheck replacement investing18:39 — "I can't eat total return": The behavioral finance case for monthly income20:09 — The hidden benefit of paycheck investing: keeping clients invested through volatility21:59 — Sequence of returns risk and how income strategies reduce the pressure to sell22:48 — Why advisors still under-use these tools — and the education gap holding them back25:34 — The hockey stick: How covered call ETFs are finally going mainstream27:15 — The covered call ETF on-ramp in Canada and the long road to advisor adoption28:55 — Auto callables: The next frontier and why compliance is the last hurdle29:41 — From income-only buckets to core portfolio allocations — the model is changing31:53 — Why compliance departments and advisors both have to get on board — and how it's happening32:35 — What advisors actually want: fewer products, more partners, and turnkey support35:05 — The model portfolio revolution: Advisors want to be relationship managers, not portfolio managers37:50 — How the specialist wholesaling model has fundamentally changed ETF distribution38:37 — The rise of CFAs and CFPs in the field: Fiduciary support is now table stakes40:25 — Closing reflections: Why there has never been a better time to be a financial advisor #IncomeInvesting #CoveredCallETF #BufferETF #ETFInvesting #FinancialAdvisor #PortfolioConstruction #ActiveETF #NasdaqIndex #DefinedOutcome #PaycheckReplacement #RetirementIncome #BehavioralFinance #ETFStrategy #WealthManagement #FixedIncome #DorseyWright #MomentumInvesting #SequenceOfReturns #AdvisorETF #InsightIsCapital #InvestmentPodcast #FinancialPlanning #ETFEducation #RetirementPlanning #IncomePodcast

EKIP #95 | Deep Dive 077 Nach einer längeren Pause melde ich mich mit dem Deep-Dive-Format des Einkommensinvestoren-Podcasts zurück. Zum Auftakt bündelt die aktuelle Folge zentrale Fragen aus der Community rund um das Income Investing. Im Mittelpunkt stehen Optionen, Income-ETFs, Private Credit und die Struktur eines stabilen Portfolios. Dabei geht es weniger um Einzeltipps als um eine stringente Systematik: Welche Instrumente eignen sich, wo liegen Grenzen und welche Rolle spielen Regeln bei der Umsetzung.

AI and bond markets are becoming increasingly interconnected as artificial intelligence reshapes capital demand, market structure, and investing approaches across fixed income. As inflation regimes shift and traditional diversification dynamics evolve, investors are rethinking the role bonds play in portfolios.In this episode of The Bid, host Oscar Pulido speaks with Jeff Rosenberg, Senior Fixed Income Portfolio Manager at BlackRock Systematic, about how AI and bond markets are evolving together. They explore how the rise of artificial intelligence is driving a new wave of capital investment, influencing real interest rates, and increasing debt issuance as companies finance AI infrastructure through bond markets.The conversation also examines how AI and bond markets intersect at the investment level. Rosenberg explains how advances in machine learning and generative AI are enhancing systematic investing, improving tools like sentiment analysis, and enabling deeper insights across thousands of issuers, central banks, and global markets.Finally, they discuss how modernization in fixed income — including electronic trading and the growth of bond ETFs — is transforming liquidity and price discovery. Together, these shifts are creating new opportunities and challenges for investors navigating a more complex and data-driven bond market.Key insights in this episode:00:00 Introduction to AI and Bonds02:20 From GFC to Post COVID - How bond markets have changed over time03:31 Bonds Beyond Ballast05:20 Inflation, rates, and diversification challenges06:53 Debt issuance and AI financing trends08:42 Generative AI Toolkit - using AI in fixed income investing10:14 ETFs and Price Discovery12:33 Systematic Investing and Data-Driven Strategies at Scale14:43 The Future of Bond Markets and AI and Technology17:04 Wrap Up and DisclosuresSources: Stock-Bond Diversification Offers Less Protection From Market Selloffs, IMF article, February 2026; “On Secular Stagnation in the Industrialized World”, Paper released by Harvard and Bank of England, 2019; “Financing the AI boom: from cash flows to debt”, BIS Bulletin paper, January 2026; ‘AI is eating software' and it is redefining supply chain decision-making as a result”, Supply Chain Management Review article, 2026; How AI is transforming Investing”, BlackRock 2026; The economic potential of generative AI: The next productivity frontier”, McKinsey 2026; “40 years of innovation in pursuit of alpha”, BlackRock, 2025; “Key Trends in Credit Markets for 2025” Barclays 2025AI and bond markets, fixed income investing, AI investing, bond market trends, systematic investing, capital markets, interest rates, bond ETFsThis content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener. Reference to any company or investment strategy mentioned is for illustrative purposes only and not investment advice. In the UK and non-European Economic Area countries, this is authorized and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorized and regulated by the Netherlands Authority for the Financial Markets. For full disclosures, visit blackrock.com/corporate/compliance/bid-disclosures.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

This interview explores how investors can generate consistent and growing income without sacrificing long-term capital growth. Paul Flood, manager of BNY Mellon Multi-Asset Income fund, discusses the evolving importance of income in retirement planning and how a multi-asset approach can provide diversification across equities, bonds and alternatives. We examine how shifting market conditions, including inflation, interest rates and changing valuations, influence asset allocation decisions. The interview also highlights opportunities in real assets, property and infrastructure, alongside a more value-focused approach to equities. Finally, we look at how themes, fundamentals, ESG considerations and valuation discipline combine to identify attractive investment opportunities in today's complex market environment.What's covered in this episode: Income vs capital: striking the balanceWhy stable income matters more than everRetirement income challenges explainedAvoiding the “reach for yield” trapAsset allocation in changing marketsBonds vs alternatives: shifting opportunitiesReal assets and inflation protectionDiscounts and sentiment in investment trustsProperty: where value is re-emergingRenewable infrastructure opportunitiesValue tilt in equity income investingAI impact on sectors and stock selectionThematic investing approach explainedValuations and global market opportunitiesLearn more on fundcalibre.comPlease remember, we've been discussing individual companies to bring investing to life for you. It's not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre's research methodology and are the opinion of FundCalibre's research team only.

NBIW #245 | Blitz-Depot 023 Während an den Börsen häufig nach der nächsten spektakulären Kursbewegung gesucht wird, entwickelt sich ein einfach strukturiertes Sammelanlagen-Portfolio oft vergleichsweise unspektakulär – aber stabil. Mein ETF-Blitz-Depot verfolgt genau diesen Ansatz. Es basiert auf wenigen, global diversifizierten Positionen über mehrere Anlageklassen und wird bewusst mit minimalem Eingriff geführt. Die aktuelle Halbjahresauswertung betrachtet die Entwicklung im zweiten Halbjahr 2025 sowie den Start in das Jahr 2026.

NBIW #243 | Blitz-Depot 022 Das Tasty-Blitz-Depot wurde im Juni 2025 neu aufgesetzt. Es ersetzt das frühere CEF-Portfolio und verfolgt einen klar definierten Ansatz: hohe laufende Erträge bei gleichzeitiger Begrenzung größerer Schwankungen. Der vorliegende Bericht fasst die Entwicklung des zweiten Halbjahres 2025 sowie der ersten Monate 2026 zusammen und analysiert Struktur, Ergebnisse und operative Umsetzung.

Folge 242 · NBIW Kompakt #1 Glück spielt an der Börse eine größere Rolle, als viele zugeben möchten. Dieses Video erklärt, warum dein persönliches Startjahr deine Chancen langfristig mitprägt. Historische Beispiele zeigen, dass manche Jahrzehnte Anlegern Rückenwind geben, während andere kaum reale Erträge liefern. Das prägt nicht nur das Depot, sondern auch die Einstellung zum Investieren. Du erfährst, warum frühe Erfolge oder Enttäuschungen unser Verhalten über Jahre beeinflussen können. Gleichzeitig geht es darum, wie man diesen Zufallseffekt abmildern kann. Das Video richtet sich an alle, die verstehen wollen, warum sich Börsenerfolg so unterschiedlich anfühlt und wie man trotzdem einen stabilen, langfristigen Plan entwickeln kann.

Discover how global dividend investing has evolved in a world of shifting inflation, volatile markets and concentrated index leadership. Stuart Rhodes, manager of the M&G Global Dividend fund, focuses on identifying companies capable of delivering sustainable dividend growth through strong cash generation, disciplined reinvestment and sensible valuations. We discuss a wide variety of topics this week, including the balance between yield and growth, geographic opportunities across global markets, the role of technology in an income portfolio and how currency movements affect returns. We also explore risks to income, the recent underperformance of quality investing and why valuation discipline may become increasingly important as market leadership begins to broaden.What's covered in this episode: Dividend growth vs headline yieldCash flow and reinvestment disciplineInflation and real income protectionGlobal opportunity setUS valuations: myth vs realityMid-cap vs mega-cap exposureTechnology's role in income portfoliosCurrency impact on dividendsQuality investing under pressureWhy valuation discipline mattersLearn more on fundcalibre.comPlease remember, we've been discussing individual companies to bring investing to life for you. It's not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre's research methodology and are the opinion of FundCalibre's research team only.

In this episode the speaker gives tough, practical advice on making active income, saving, and investing—calling out excuses and fear that keep people from building wealth. Using personal stories from life, the military, and past careers, he explains the power of compounding, consistent action, and working with what you have to grow long‑term financial security.

Higher interest rates have ushered in an era where income opportunities abound. That's following years of parched cash flow streams and low rates, especially in fixed income. However, risks like stubborn inflation and elevated stock valuations exist. Morningstar researchers believe it's important to identify income opportunities that could be resilient in today's market. Dominic Pappalardo, chief multi-asset strategist for Morningstar Wealth, joined Investing Insights to discuss where to look.Editor's note: The host misspoke when referring to Morningstar Holland's chief European market strategist. His name is Michael Field.Income Investing Strategies for 2026: Maximizing Yield in an Uncertain MarketOn this episode:00:00:00 Welcome00:01:33 Income investing in 202600:04:02 Bond market breakdown: short, intermediate, or long term?00:07:39 Global bonds and hedging strategies00:13:27 Equity Opportunities Beyond the US00:15:31 REITs vs Utilities00:17:14 Building Resilient Income Streams  Watch more from Morningstar:All in on Magnificent 7? Where You Should Invest Next9 Top ETFs for Income Investors That Stood Out in 2025Where to Invest in 2026 After This Year's Market Volatility Follow Morningstar on social:Facebook https://www.facebook.com/MorningstarInc/X https://x.com/MorningstarIncInstagram https://www.instagram.com/morningstarinc/?hl=enLinkedIn https://www.linkedin.com/company/morningstar/posts/?feedView=all  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this powerful episode of The Mike Litton Experience, Mike Litton sits down with Pascal Wagner, entrepreneur, venture capital professional, and passive income strategist, for a deeply personal and insightful conversation about turning loss into legacy. After the passing of his father, Pascal was faced with an enormous responsibility—protecting his mother's financial future. Drawing on his background in venture capital, real estate, and startup investing, Pascal built a diversified cash-flow strategy that now generates over $100,000 per year in passive income—without relying on traditional stock market risk. In this episode, Pascal shares: His journey from Germany to the U.S. and from startup founder to investor How he raised $2M, scaled a real estate tech company, and worked at Techstars Why the traditional “nest egg” retirement model is broken How Limited Partner (LP) investing creates cash flow, diversification, and peace of mind The emotional reality of stepping into the family patriarch role after loss How everyday investors can access private market opportunities responsibly Whether you're navigating a family financial transition, planning for retirement, or seeking alternatives to Wall Street, this episode delivers real-world insight, clarity, and hope. Learn more about Pascal Wagner:Connect with Pascal on LinkedIn or visit PascalWagner.com to explore passive income strategies and private market investing opportunities. If you enjoy meaningful conversations with leaders, entrepreneurs, and changemakers—this episode is for you. Subscribe to The Mike Litton Experience for weekly interviews that educate, inspire, and empower you to build a life of purpose, stability, and impact. Like, comment, and turn on notifications so you never miss an episode! Welcome to The Mike Litton Experience Podcast! Mike is passionate about being a father, a teacher, a Realtor, an investor and a leader! Everyone has a story and our passion is to help them tell it! We never want you to miss an episode, so please be sure to subscribe. Could we ask you for two quick favors? If you like our program, please tell a friend. Wherever you get your podcasts please leave us a rating. It helps us to connect with quality people just like you! Reach out to Mike on Instagram @themikelittonexperience. Thank you for joining us for The Mike Litton Experience! Who you work with matters and we would be honored to interview with you or anyone you know to sell your home! If you have questions, please reach out text or call 760-522-1227. Thank you! #livinginsandiego, #movingtosandiego, #themikelittonexperience, #homesforsaleinsandiego, #mikelitton, #sellahomeinsandiego, #buyahomeinsandiego, #toptipstogetthebestoffer #themikelittonexperience

Ready to take control of your retirement? Start your Retirement TEAM Action Plan at ARHQ.com or call 419-794-3030 to speak with a retirement planning specialist today! Think Social Security will cover your retirement? Think again. In this episode, we explore the tough realities of relying on government benefits and why establishing a dependable income stream is more crucial than ever. You’ll learn practical strategies for managing taxes, investments, and long-term care, without falling into common traps. Retirement isn’t just about saving; it’s about planning for the unexpected and making informed choices that protect your financial future. Tune in for insights that help you take control of your retirement reality. About America's Retirement Headquarters: We are dedicated to helping retirees achieve the retirement they deserve. From crafting personalised retirement income strategies to providing a single location for all your retirement solutions, our goal is to guide you every step of the way. Let us help you navigate the complexities of retirement so that you can enjoy financial confidence and peace of mind. Visit Us: 1700 Woodlands Drive, Maumee, OH 43537 Call Us: 419-794-3030 Learn More: ARHQ.comSee omnystudio.com/listener for privacy information.

Considered investing in Paraguay? David Smith, General Manager at Paraguay Farming joins the podcast to talk about passive incomne opportunities in persimmon fruit farming in Paraguay. My Latin Life and Paraguay Farming have teamed up to provide you with a turnkey, passive income, farming opportunity in Paraguay! Their fully operational persimmons farm has been exporting produce to Europe since 2023 and providing our investors with a annual payout. Click on the link to learn more: https://paraguayfarming.com/__version-1/landing/

In this special Lead-Lag Live webinar sponsored by GraniteShares, Michael Gayed brings together some of the biggest YouTube creators in the income-investing space for a fresh, free-flowing conversation on weekly dividends, options-based income ETFs, yield strategies, and the rise of “living free from your brokerage account.”Featuring leaders from across the ETF and income-investing world, this session dives into:Why weekly dividend ETFs have exploded in popularityThe psychology behind income now vs long-term growthHow YieldBoost works — and how it differs from traditional covered callsMyths and misunderstandings about options-based incomeHow creators and investors actually use weekly distributionsGlobal demand for passive-income toolsHow income ETFs behave in a rate-cutting cycleNew launches from GraniteShares, including semiconductors & gold minersIf you're looking to build income, understand the mechanics of modern ETF strategies, or learn from creators who have built massive communities in this space — this conversation is packed with practical insight.#GraniteShares #YieldBoost #Dividends #ETFs #InvestingStart your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEsSpotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Support the show

In this episode of EisnerAmper's Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, speaks with Heather DeGarmo, Head of Product Strategy, BlueCove, a London and Boston-based sub-advisor for Harbor Capital Advisors. Heather shares her outlook for scientific fixed-income investing, including the greatest opportunities, challenges, how the firm utilizes AI and more. ✨ What you'll learn:

It might be tempting to buy dividend stocks with the highest yields, but not all dividend payers are safe. Those big payouts could be signaling that a company's fundamentals are cracking. Looming financial risks could wreak havoc on income-focused investors' portfolios. But there are ways to spot dividend traps. Morningstar Indexes strategist and columnist Dan Lefkovitz explains how to avoid the risks.Both healthcare and consumer defensive sectors are lagging the broader stock market this year, but for different reasons.Dan Kemp, chief research and investment officer at Morningstar Investment Management Europe, explored what's behind it in this week's Markets Brief column. He says consumer defensive stocks are falling from high valuations, while healthcare stocks are facing significant headwinds like politics and earnings growth. He reminds investors that's why it's important to understand not only what you own in your portfolio, but why you own it as well. On this episode:What is a dividend trap, and under what conditions do they tend to develop? You and your team published research on dividend traps just before Dow Chemical DOW cut its dividend in half over the summer. How does your research explain what happened with Dow? Other well-known brands have also slashed their dividend payouts since 2020. The list includes Shell, Walgreens, and Intel. What warning signs were these companies flashing before their cuts? You have written about how income-focused investors can avoid dividend traps. Let's start with step number one on how to spot them. What is the payout ratio, and what does it tell us about a company's health?The second step focuses on a company's durable competitive advantage or economic moat. Can you describe what that reveals?Your team weeds out dividend payers using a third step that relies on Distance to Default. How does that work, and what did you all find out? How can investors protect their dividend income from risks? Would portfolio diversification help? What's the key takeaway to spot dividend traps?We discussed on last week's Investing Insights that you would focus on the market moves following the Fed's quarter-point cut. How have the US dollar and bond prices reacted?  In this week's Markets Brief column, you zoomed in on the lagging performance of healthcare and consumer defensive stocks. What's important for investors to know?  New data on inflation from the Fed's preferred tracker is set to come out Friday, September 26th. Inflation is hovering above the Fed's 2% target. What are the markets' expectations, and what would a surprise in the data mean for the near future? Read about topics from this episode.  Not All Dividend Stocks Are Safe. Here's How to Avoid Dividend Traps What Investors Can Learn from Dow's 50% Dividend Cut 7 Things You May Not Know About Dividends The 10 Best Dividend Stocks Does Dividend Investing Still Work? Construction Rules for the Morningstar Indexes Distance to Default Markets Brief: AI Investment is Massive in a Cyclical Industry. Will This Time Be Different? What to watch from Morningstar. Should You Hold Cash Investments After the Fed Cuts Interest Rates? What You Need to Know Before Choosing a Stock ETFInvesting in AI? Here Are 6 Undervalued Stocks for Buy-and-Hold InvestorsDo Dividend Stocks Benefit From Non-US Revenue? Read what our team is writing.Dan Lefkovitz Dan KempIvanna 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/

Tickets are now on sale for the Australian Property Scout Summit on Saturday, November 15th at The Star in Brisbane. This is your chance to walk away with a clear, actionable game plan for 2026, renewed clarity and motivation, advanced investor strategies and the tools to level up your investing, no matter where you're at in your journey. You'll be surrounded by the APS and SAP community and hundreds of driven investors to expand and develop your circle of influence. Spots are selling fast — secure yours now here and gear up for a massive 2026!

Tickets are now on sale for the Australian Property Scout Summit on Saturday, November 15th at The Star in Brisbane. This is your chance to walk away with a clear, actionable game plan for 2026, renewed clarity and motivation, advanced investor strategies and the tools to level up your investing, no matter where you're at in your journey. You'll be surrounded by the APS and SAP community and hundreds of driven investors to expand and develop your circle of influence. Spots are selling fast — secure yours now here and gear up for a massive 2026!

When stocks are as richly valued as they are today, investors, especially older ones looking to live off of the wealth they've already built, start to prefer safer assets that provide income.Today's guest, Steven Bavaria, author of The Income Factory, has appeared several times on this channel sharing his approach to income investing which he claims can deliver similar long term returns as stocks, but with a greater margin of safety.Steven returns today to give us an update on how his approach is working here in 2025 -- a year of elevated bond yields so far.WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com#incomeinvesting #bonds #dividendinvesting _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2025 Thoughtful Money LLC. All rights reserved.

On Thursday May 8, Fidelity Investments Canada hosted VISION+, a full-day event connecting Fidelity's portfolio managers and experts with thousands of advisors joining both in-person and virtually across the country. Select sessions are available as FidelityConnects podcasts, and advisors can watch the event replay on fidelity.ca. On today's podcast, Adam Kramer and Scott Mensi take the stage at VISION+ to share their current positioning and outlook for the year ahead. 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.  

Looking for proven income investing strategies to build consistent cash flow and grow your wealth? In this episode, we sit down with Steve Selengut—seasoned investor, author of Retirement Money Secrets, and creator of the RMS Income Investing Community—to explore the most powerful ways to generate passive income through smart, strategic investing.Whether you're nearing retirement or simply want more control over your financial future, this episode answers your questions about building a reliable income stream from the markets. Steve breaks down his unique two-stream approach: income from closed-end fund investing and strategic profit-taking, offering real-world examples and tactics you can use today.He also shares how monthly dividend income, high-yield ETF strategies, and tax-free income investments can outperform traditional approaches in today's volatile market. If you're researching dividend investing, covered calls, or building a diversified income portfolio, this conversation gives you insider wisdom from someone who has managed over $100M for 150+ families.Learn how to align your goals with Steve's income-focused financial planning framework—designed to help you stay ahead of inflation, minimize portfolio stress, and produce passive income from investments with less risk and more peace of mind.To check out Steve's book, "Retirement Money Secrets", visit: https://amzn.to/42UFVAT0:00 – Intro & Steve Selengut returns1:12 – Steve's background in income investing3:00 – The 2 income streams: distributions + profit-taking5:45 – What are closed-end funds and why they matter8:30 – How Steve's community supports passive income seekers11:02 – The third income stream: strategic tax-lot selling13:40 – The power of monthly dividend income16:15 – Comparing Steve's approach to Buffett & Munger18:00 – Is 6% ROI still enough in today's economy?20:20 – What happens in rising/falling interest rate cycles23:10 – How to join Steve's Income Investing Community25:30 – Final thoughts and where to find his book: Retirement Money SecretsDisclaimer: Not advice. Educational purposes only. Not an endorsement for or against. Results not vetted. Views of the guests do not represent those of the host or show.  Click here to join PodMatch (the "AirBNB" of Podcasting): https://www.joinpodmatch.com/drchrisloomdphdWe couldn't do it without the support of our listeners. To help support the show:CashApp- https://cash.app/$drchrisloomdphdVenmo- https://account.venmo.com/u/Chris-Loo-4Spotify- https://podcasters.spotify.com/pod/show/christopher-loo/supportBuy Me a Coffee- https://www.buymeacoffee.com/chrisJxClick here to schedule a 1-on-1 private coaching call: https://www.drchrisloomdphd.com/book-onlineClick here to check out our bookstore, e-courses, and workshops: https://www.drchrisloomdphd.com/shopClick here to purchase my books on Amazon: https://amzn.to/2PaQn4pFor audiobooks, visit: https://www.audible.com/author/Christopher-H-Loo-MD-PhD/B07WFKBG1FFollow our YouTube channel: https://www.youtube.com/chL1357Follow us on Twitter: https://www.twitter.com/drchrisloomdphdFollow us on Instagram: https://www.instagram.com/thereal_drchrislooFollow us on Threads: https://www.threads.net/@thereal_drchrislooFollow us on TikTok: https://www.tiktok.com/@drchrisloomddphdFollow our Blog: https://www.drchrisloomdphd.com/blogFollow the podcast on Spotify: https://open.spotify.com/show/3NkM6US7cjsiAYTBjWGdx6?si=1da9d0a17be14d18Subscribe to our Substack newsletter: https://substack.com/@drchrisloomdphd1Subscribe to our Medium newsletter: https://medium.com/@drchrisloomdphdSubscribe to our LinkedIn newsletter: https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6992935013231071233Subscribe to our email list: https://financial-freedom-podcast-with-dr-loo.kit.com/Thank you to all of our sponsors and advertisers that help support the show!Financial Freedom for Physicians, Copyright 2025

In this solo episode of the Secrets to Abundant Living Podcast, Amy Sylvis explores the intricacies of real estate syndications as a diversified investment strategy. She emphasizes the importance of networking and building relationships to uncover these unpublicly listed investment opportunities. Amy outlines the benefits and drawbacks of real estate syndications, dispelling the myth that large commercial real estate is only accessible to millionaires. She also discusses the role of accredited and non-accredited investors, offering practical advice on getting started. Key insights include the significance of due diligence, understanding the roles within a syndication, and the advantages of hands-off income and diversification. Amy further highlights the potential for using retirement accounts to invest in these syndications, providing valuable guidance for diversifying beyond traditional paper assets like stocks and bonds.Connect with Amy Sylvis:https://www.linkedin.com/in/amysylvis/Contact Us:https://www.sylviscapital.comhttps://www.sylviscapital.com/webinar00:00 Introduction to Real Estate Investment Opportunities00:30 Welcome to the Secrets to Abundant Living Podcast01:18 Meet Your Host: Amy Sylvis02:06 Current Market Insights and Real Estate Syndication Basics03:36 Understanding Real Estate Syndication07:07 The Process of Investing in Syndications09:05 Benefits and Downsides of Real Estate Syndications15:29 Accredited vs. Non-Accredited Investors17:20 Final Thoughts and Additional Resources18:51 Conclusion and Farewell

This episode of the Mo Money podcast is a recording of a live event we did on how to build a second income from investing. So, we addressed the elephant in the room, talking about what's going on in share markets today. We throw some market data in there around what investors really need to know to make smart moves based on what's happening at the moment, as well as covering the building blocks of investing and how to actually build another income stream from investing, how the tax works on that, and how you can minimise or avoid that, and some of the investment mistakes to look out for that can hold you back.  This episode is perfect for anyone that wants to make smart investment moves today and create another income stream to replace their salary, so that they're working out of choice rather than necessity.   Want to make smarter money moves and get ahead faster?  Upcoming events: https://www.eventbrite.com.au/o/ben-nash-pivot-wealth-34379655697 Learn more about Pivot Wealth: https://pivotwealth.com.au/ Check out Ben's book, Get Unstuck: https://www.getunstuckbook.com.au/   Check us out on socials:    TikTok: https://www.tiktok.com/@bentalksmoney Instagram: https://www.instagram.com/pivotwealth/ Youtube: https://www.youtube.com/c/BenNashPivot Facebook: https://www.facebook.com/pivotwealth/ Chat about how Pivot Wealth can help with your money: https://calendly.com/pivot-new-clients/intro-chat-w-pivot-wealth   Note: The advice shared on this podcast is general in nature and does not consider your individual circumstances. The podcast exists purely for educational purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, and TMD and obtain appropriate financial advice tailored towards your needs. Ben Nash and Pivot Wealth are authorised representatives of Fish Tacos Pty Ltd, ABN 14 649 248 082, AFSL 533055

In this episode of the InsuranceAUM.com Podcast, host Stewart Foley, CFA, sits down with Christine Thorpe, Institutional Portfolio Manager at Fidelity Investments, to discuss the critical role of core fixed income in insurance portfolios. Despite being the largest allocation for most insurers, core fixed income often takes a backseat to higher-yielding asset classes. Christine shares insights on sector positioning, duration management, and Fidelity's preference for rates over spreads in today's evolving market.   With Fidelity managing approximately $2 trillion in fixed income strategies, Christine also highlights the firm's team-based investment culture and how it helps drive consistent performance. She discusses how insurers can navigate shifting economic conditions, the importance of patience and diversification, and why thoughtful risk management is essential for long-term success. Whether you're deep in the fixed income space or looking to refine your approach, this episode is packed with valuable insights.

This episode is a recording of a live event I did on how to build a second income investing, where we covered investment basics all the way down to the different types of investments out there, how to construct an investment mix that actually works for you, the difference between index funds and non-index funds, and, again, how to choose and practically how you can get started. We also went through some of the top investment mistakes that hold people back. So, this episode is perfect for anyone that wants to invest more or invest smarter with more confidence.   Want to make smarter money moves and get ahead faster?  Upcoming events: https://www.eventbrite.com.au/o/ben-nash-pivot-wealth-34379655697 Learn more about Pivot Wealth: https://pivotwealth.com.au/ Check out Ben's book, Get Unstuck: https://www.getunstuckbook.com.au/   Check us out on socials:    TikTok: https://www.tiktok.com/@bentalksmoney Instagram: https://www.instagram.com/pivotwealth/ Youtube: https://www.youtube.com/c/BenNashPivot Facebook: https://www.facebook.com/pivotwealth/ Chat about how Pivot Wealth can help with your money: https://calendly.com/pivot-new-clients/intro-chat-w-pivot-wealth   Note: The advice shared on this podcast is general in nature and does not consider your individual circumstances. The podcast exists purely for educational purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, and TMD and obtain appropriate financial advice tailored towards your needs. Ben Nash and Pivot Wealth are authorised representatives of Fish Tacos Pty Ltd, ABN 14 649 248 082, AFSL 533055

In 2016, I retired early and made over $10k monthly in passive income. Today I'm going to show you how you can do it just like I did.Want to invest in my 375 Apartment Complex Deal? Fill out this form: https://masterpassiveincome.com/invest-with-dustinJoin Me At the Real Estate Wealth Builders Conference and get 20% OFF CODE: MPIPODCAST https://rewbcon.com Get the special deal to join my mastermind coaching here: https://masterpassiveincome.com/webinardealGet the FREE Course: https://masterpassiveincome.com/freecourseGet the 1-on-1 coaching FREE strategy call here: https://masterpassiveincome.com/bookacallFollow Dustin Heiner on Instagram: https://instagram.com/thedustinheinerCheck out all the other MPI Podcast Network Shows: https://masterpassiveincome.com/network//BEST REAL ESTATE INVESTING RESOURCE LINKSStart your LLC for only $29! https://masterpassiveincome.com/formanllcGreat High Interest Savings Account: https://masterpassiveincome.com/citGet your business bank account here: https://masterpassiveincome.com/baselaneGet your business credit card with 2% Cash Back with NO FEE! https://masterpassiveincome.com/amexTakeaways: The importance of viewing oneself as a business owner rather than merely an investor is emphasized, as this mindset fosters a more strategic approach to real estate investment. Dustin shares his personal success story of generating passive income through real estate, illustrating that consistent effort can lead to substantial financial independence. The podcast discusses the significance of hiring experts to manage various aspects of real estate transactions, thereby allowing the investor to focus on broader business strategies. Listeners are encouraged to participate in the upcoming Real Estate Wealth Builders conference, which promises to offer invaluable networking and educational opportunities for aspiring investors. passive income, real estate investing, financial freedom, build wealth, quit your job, master passive income, rental properties, investment strategies, property management, real estate wealth builders, investment course, passive income streams, apartment complexes, equity capture, cash flow real estate, out of state investing, real estate coaching, generational wealth, successful investors, investment mindset

On the latest episode of WellSaid, fixed income strategist Amar Reganti joins host Thomas Mucha to explore the potential effects of tariffs, ongoing geopolitical conflicts, China's economic recovery, the growth of private credit, and much more on 2025's fixed income markets. In this episode:1:55 – History and impact of tariffs6:15 – Geopolitical conflict and inflation12:15 – China's economic recovery16:00 – US/China great-power conflict18:45 – Currency risk: Japanese yen20:00 – US equities: Is it all just one trade?22:05 – Housing market24:25 – The growth of private credit

We'd love to hear from you. What are your thoughts and questions?In this enlightening conversation, Dr. Allen Lomax interviews Mark Podolsky, known as the Land Geek, who shares his transformative journey from a stressful investment banking career to becoming a successful land investor. Mark discusses the principles of passive income through land investing, the importance of personal growth, and the lessons learned from both successes and failures in his business. He emphasizes the significance of helping others achieve financial freedom and the role of education in navigating the land investment landscape.Main Points: Mark Podolsky transitioned from investment banking to land investing for freedom.He achieved significant financial success through land flipping.Helping others escape economic dependency is Mark's true passion.Material possessions did not bring lasting happiness to Mark.Therapy helped Mark realize the importance of internal fulfillment.The journey of personal growth is ongoing and essential.Mark emphasizes the importance of humility in business.Passive income can provide financial security and freedom.Education is crucial for success in land investing.Mark offers resources for aspiring land investors.Connect with Mark Podolsky:mark@thelandgeek.comwww.thelandgeek.comhttps://landgeek.samcart.com/products/dirt-rich?utm_source=dr-alex-schole&utm_medium=podcasthttps://www.linkedin.com/in/thelandgeek https://www.instagram.com/thelandgeek/https://www.facebook.com/thelandgeek/https://www.youtube.com/@TheLandGeek/

Anne Walsh, Chief Investment Officer for Guggenheim Partners Investment Management, joins Macro Markets after the Fed's December rate hike to discuss her 2025 economic outlook, and how she navigates heightened uncertainty amid potentially sweeping changes in government policies that could significantly affect economic growth, inflation, and the outlook for certain sectors. Related Content: 4Q24 Fixed-Income Sector ViewsA good time for active fixed-income management. Read Fixed-Income Sector Views 4Q24 High Yield and Bank Loan OutlookEffects of rate cuts on high yield bonds may be mixed. Read High Yield and Bank Loan OutlookCompanies with Access to Capital are Doing Well…and That is Where We Are Investing Anne Walsh, CIO of Guggenheim Partners Investment Management, joins Fox Business to discuss her outlook for bonds in an election year and beyond. Watch VideoInvesting involves risk, including the possible loss of principal. In general, the value of a fixed-income security falls when interest rates rise and rises when interest rates fall. Longer term bonds are more sensitive to interest rate changes and subject to greater volatility than those with shorter maturities. High yield and unrated debt securities are at a greater risk of default than investment grade bonds and may be less liquid, which may increase volatility.Investors in asset-backed securities ("ABS"), including mortgage-backed securities ("MBS"), and collateralized loan obligations (“CLOs”), generally receive payments that are part interest and part return of principal. These payments may vary based on the rate loans are repaid. Some asset-backed securities may have structures that make their reaction to interest rates and other factors difficult to predict, making their prices volatile and they are subject to liquidity and valuation risk. CLOs bear similar risks to investing in loans directly, such as credit, interest rate, counterparty, prepayment, liquidity, and valuation risks. Loans are often below investment grade, may be unrated, and typically offer a fixed or floating interest rate.This material is not intended as a recommendation or as investment advice of any kind, including in connection with rollovers, transfers, and distributions. Such material is not provided in a fiduciary capacity, may not be relied upon for or in connection with the making of investment decisions, and does not constitute a solicitation of an offer to buy or sell securities. All content has been provided for informational or educational purposes only and is not intended to be and should not be construed as legal or tax advice and/or a legal opinion. Always consult a financial, tax and/or legal professional regarding your specific situation.This material contains opinions of the author or speaker, but not necessarily those of Guggenheim Partners, LLC or its subsidiaries. The opinions contained herein are subject to change without notice. Forward-looking statements, estimates, and certain information contained herein are based upon proprietary and non-proprietary research and other sources. Information contained herein has been obtained from sources believed to be reliable, but are not assured as to accuracy. Past performance is not indicative of future results. There is neither representation nor warranty as to the current accuracy of, nor liability...

0:00 Intro 0:56 Recapping the Year for the Market's Best Performers 2:28 How to Respond When Your Stocks are Up Significantly 3:59 Topic 1: Debunking "Too High, Too Fast" 13:39 Topic 2: Alternatives if You Can't Stomach Staying Long 16:40 Bonus: Another Income Idea In speaking with clients over the last few weeks, one theme keeps coming up in discussions. Many of their portfolio stocks have made sharp, quick moves higher, prompting two key questions: "Are these stocks too high, too fast? Should I sell?" In this week's Jarvis® Update, CEO Noland Langford and Director of Research, Brian Dress, do their best to debunk the myth of "too high, too fast". We look at 5 stocks early in the video, 4 of which have seen stock prices increase by more than 100% in 2024 alone. Noland looks back on his considerable experience as both an advisor and an investor to share wisdom he's learned over the years in how to deal with such fortuitous circumstance. He urges investors to allow the "magic" of their best growth stocks to play in their favor. The takeaway: stocks that move high often have a great chance to continue their strong performance over the years. We have a keen understanding from working with investors that our optimistic viewpoint doesn't fit with every personality. For those investors, we offer an alternative, diving deeper into our income securities project, which we have been building diligently over the last six months. For those who make it to the end of the video, we cover one of our favorite income securities, which we wrote up this week. If you still have cash building up in checking, savings, CDs, or elsewhere on the sidelines, now is the time to consider finding it a new place to grow. Contact us for some ideas of how you can reallocate those funds more productively. Get on Brian's calendar directly to discuss a plan for Build, Grow, and Preserve Your Wealth at Brian's Levitate Calendar Website: https://leftbrainwm.com/ Email Brian at briand@leftbrainwm.com for details. DISCLAIMER: This report contains views and opinions which, by their very nature, are subject to uncertainty and involve inherent risks. Predictions or forecasts, described or implied, may prove to be wrong and are subject to change without notice. All expressions of opinion included herein are subject to change without notice. Predictions or forecasts described or implied are forward-looking statements based on certain assumptions which may prove to be wrong and/or other events which were not taken into account may occur. Any predictions, forecasts, outlooks, opinions, or assumptions should not be construed to be indicative of the actual events which will occur. Investing involves risk, including the possible loss of principal. The opinions and data in this report have been obtained from sources believed to be reliable; neither Left Brain nor its affiliates warrant the accuracy or completeness of such and accept no liability for any direct or consequential losses arising from its use. In addition, please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients, may have positions in one or more of the securities discussed in this communication. Please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients may take positions or effect transactions contrary to the views expressed in this communication based upon individual or firm circumstances. Any decision to effect transactions in the securities discussed within this communication should be balanced against the potential conflict of interest that Left Brain, its principals, employees, agents, affiliates, and advisory clients has by virtue of its investment in one or more of these securities. Past performance is not indicative of future performance. The price of securities can and will fluctuate, and any individual security may become worthless. A high or favorable rating, rating outlook, gauge, or similar opinion is not indicative of future performance, and no user should rely on any such rating, rating outlook, gauge, or similar opinion to predict performance or potential for return. Future performance may not equal projected or forecasted performance or potential for return. All ratings and related analysis, as well as data, statistics, analysis, and opinions contained herein are solely statements of opinion and are not statements of fact or recommendations to purchase, hold, or sell any security or make any other investment decisions. This report may contain “forward-looking” information that is not purely historical in nature. Such information may include, among other things, projections, and forecasts. There is no guarantee that any forecasts made will materialize. Reliance upon information herein is at the sole discretion of the reader. THE REPORT IS PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS WITHOUT REPRESENTATION OR WARRANTY OF ANY KIND.

0:00 Intro 0:59 Market Update 3:29 Topic 1: Outlook for New Administration Policy 8:09 Topic 2: Investment Opportunities in the New Administration 11:27 BKLN -- Another Income Security The US Election is past and we have a definitive winner. There are plenty of implications for health policy, foreign policy, and beyond, but today we are focusing on the implications for our listeners and their investments. The 2 main messages we want to stress are (1) Don't Do Anything Rash and (2) Don't Mix Your Politics with Your Investments! In this week's Jarvis® Update, CEO Noland Langford and Director of Research, Brian Dress, cover the changes we expect to see in fiscal policy (taxes and spending), along with the regulatory regime. We expect to see a lighter environment for regulation, along with an administration more favorable to mergers & acquisitions, which is ultimately shareholder friendly. We also touch briefly on what sectors we expect to perform well in the coming Presidential administration. The episode closes out with yet another income security idea, which you need to watch to the end for the reveal. With interest rates on a bit of a rollercoaster in 2024, we have an idea that should perform well in a rising interest rate, due to its investment in floating rate debt. We know some of you were holding money on the sidelines waiting for the outcome of the election. With that uncertainty behind us, it's time to put those funds to work. If you still have cash building up in checking, savings, CDs, or elsewhere, let us know. As interest rates drop, you are taking on more reinvestment risk and we have some ideas of how you can reallocate those funds. Get on Brian's calendar directly to discuss a plan for Build, Grow, and Preserve Your Wealth and put cash to work at Brian's calendar To check out our website, head over to https://leftbrainwm.com/ If you would like more information about our model portfolios, now available for purchase, head to https://leftbrainwm.com/report Email Brian at briand@leftbrainwm.com for details. DISCLAIMER: This report contains views and opinions which, by their very nature, are subject to uncertainty and involve inherent risks. Predictions or forecasts, described or implied, may prove to be wrong and are subject to change without notice. All expressions of opinion included herein are subject to change without notice. Predictions or forecasts described or implied are forward-looking statements based on certain assumptions which may prove to be wrong and/or other events which were not taken into account may occur. Any predictions, forecasts, outlooks, opinions, or assumptions should not be construed to be indicative of the actual events which will occur. Investing involves risk, including the possible loss of principal. The opinions and data in this report have been obtained from sources believed to be reliable; neither Left Brain nor its affiliates warrant the accuracy or completeness of such and accept no liability for any direct or consequential losses arising from its use. In addition, please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients, may have positions in one or more of the securities discussed in this communication. Please note that Left Brain, including its principals, employees, agents, affiliates, and advisory clients may take positions or effect transactions contrary to the views expressed in this communication based upon individual or firm circumstances. Any decision to effect transactions in the securities discussed within this communication should be balanced against the potential conflict of interest that Left Brain, its principals, employees, agents, affiliates, and advisory clients has by virtue of its investment in one or more of these securities. Past performance is not indicative of future performance. The price of securities can and will fluctuate, and any individual security may become worthless. A high or favorable rating, rating outlook, gauge, or similar opinion is not indicative of future performance, and no user should rely on any such rating, rating outlook, gauge, or similar opinion to predict performance or potential for return. Future performance may not equal projected or forecasted performance or potential for return. All ratings and related analysis, as well as data, statistics, analysis, and opinions contained herein are solely statements of opinion and are not statements of fact or recommendations to purchase, hold, or sell any security or make any other investment decisions. This report may contain “forward-looking” information that is not purely historical in nature. Such information may include, among other things, projections, and forecasts. There is no guarantee that any forecasts made will materialize. Reliance upon information herein is at the sole discretion of the reader. THE REPORT IS PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS WITHOUT REPRESENTATION OR WARRANTY OF ANY KIND.

This week's show covers some election year investing history, equity income investing, Secure Act 2.0 changes, and a helpful year-end checklist. 

How will the recent Federal Reserve rate cut impact your retirement income? Are your investments at risk or ready to benefit? In today's episode of Retire Sooner, Wes Moss breaks down the 0.5% interest rate cut announced on September 18th and what it could mean for income investors. Plus, we revisit our popular episode, “Income Investing: The Process, The Approach, and The Reward,” where Wes dives deep into the fundamentals of income investing. From understanding the emotional side of investing your retirement money to the diverse ways to approach investing, this episode covers it all. Whether you're just starting your income investment journey or looking for a refresher, this episode is packed with actionable insights. Don't miss this crucial discussion! Listen now and let us know your thoughts by leaving a review. Your feedback helps us create the content you care about most! Learn more about your ad choices. Visit megaphone.fm/adchoices

Send us a textIn this episode of MoneyfitMD Podcast, Dr. Latifat chats with renowned investor Whitney Elkins-Hutten about the common mistakes people make when trying to earn passive income. Whitney shares simple strategies to avoid these mistakes and explains how to build a strong passive income portfolio.Key Points:Understanding Common Mistakes: Learn the usual errors people make in passive income investing.How to Avoid Mistakes: Get practical tips on avoiding these common pitfalls.Building a Strong Portfolio: Discover how to create and maintain a successful passive income portfolio.About Whitney Elkins-Hutten:Whitney Elkins-Hutten is the Director of Investor Education at PassiveInvesting.com and Founder of Ash Wealth. She's a seasoned real estate investor with experience in multifamily properties, self-storage, car washes, and real estate debt.Websites:  https://passiveInvesting.com and  https://ashwealth.com/InstagramOrder Whitney's book  "Money for Tomorrow"Text "Free" to  +1 (717) 973-8883 to schedule your complimentary personalized Financial Freedom Diagnostic session EXCLUSIVE for women physicians (MD/DO/MBBS/DMD only)Click Here to Secure Your Spot for the 2025 Wealthy You In-Person Gathering.It's time to finally take action on your financial goals. Join other women physicians who are choosing an uncommon life of financial and life freedom by registering for the 5-DAY Money Moves Challenge for women physicians. Register HereReady to explore the transformative power of sabbaticals?Download the free Sabbatical Guide at Moneyfitmd.com/Sabbatical and embark on a journey to financial freedom and personal growth. Share the link with your fellow physicians and join the movement to normalize taking pauses for a healthier and more fulfilling life.If you are a Hardworking, Busy Woman physician who wants to get good at money without wasting more time sifting through the internet. This is for you.  https://www.moneyfitmd.com/guideWe are social:Facebook: https://web.facebook.com/MoneyfitMD/Instagram: https://www.instagram.com/moneyfitmd/Youtube: youtube.com/@moneyfitmd

In this exciting episode of the Career Evangelist Podcast, we're joined by Nic DeAngelo, the CEO and Founder of Saint Investment Group and a leading figure in the real estate investment world. Known as the "Fixed Income GOAT," Nic manages a remarkable $206M+ portfolio and brings unparalleled expertise in economic foresight and market data. Nic also discusses the 10X potential of income investing, common misconceptions about real estate, and offers practical advice for new investors. Whether you're an experienced investor or just starting out, Nic's ability to simplify complex economic theories into bite-sized, actionable insights will leave you inspired and better equipped to navigate the ever-evolving investment landscape. Tune in to gain exclusive access to Nic's data-driven approach and hear why he's a sought-after speaker at conferences and a favorite guest on high-level podcasts. Don't miss this opportunity to learn from one of the best in the industry and take your investment knowledge to the next level!

In this insightful episode, our host delves into the common misconceptions surrounding passive income in real estate investing. The discussion kicks off with a candid revelation about the pitfalls many new investors face, such as sacrificing their free time, relationships, and sanity due to a lack of awareness and proper strategies. The episode unfolds as a guide to becoming a truly passive investor, exploring the distinctions between active and passive roles, the concept of using real estate funds, and the prerequisites of having capital to make passive investments truly effortless. Additionally, the host shares a unique strategy known as the 'lease purchase,' illustrating its potential to yield high returns with minimal risk. The episode wraps up with valuable resources and courses designed to help listeners achieve financial freedom through astute passive investments in real estate. Whether you're a seasoned investor or a newcomer, this episode offers essential strategies and insights to navigate the complexities of real estate investing effectively.

When you started turning your attention towards real estate as your passive income investing path, were you thinking that it wouldn't be much work?If you did, you're wrong.Unless you are a joint venture money partner, investor in a fund or REIT, you're actually building a business rather than a passive income investment portfolio and that may or may not be a good thing for you.In this episode, Jon and Kyle explore the intricate balance between building a passive income generating real estate investment portfolio and managing a thriving real estate property business. They share personal experiences and strategies that can help you understand where to store your wealth and how to navigate the complexities of managing both a business and a real estate empire. If you've ever pondered, dreamed, or even planned the outcome of growing a passive income real estate investment portfolio so you can live off the cashflow and not realize what is involved or what you have created, you may be in for a wake up call. Understanding the evolution of their real estate journey, Jon and Kyle reflect on how their initial investments have transformed into a full-fledged business, complete with its own set of responsibilities. They tackle the tough questions about treating a passive income property portfolio as a business and offer strategies for effective management and growth. This episode is a must-listen for anyone looking to refine their approach to real estate investing and business integration.You'll learn: Gain clarity on whether to prioritize your passive income investments or your business ventures.Learn practical strategies for managing a growing passive income property portfolio as a business.Discover how to apply business thinking to real estate investment for long-term success.Listen to this week's episode to help yourself understand whether you're heading down the right path or whether pivoting along your investment journey will leave you happier and wealthier in the end.Resources: Access all episode resources on the show notes pageBook a FREE Discovery Call with Kyle to review your corporate (or personal) wealth strategy to help you overcome your current struggle and take the next step in your Canadian Wealth Building Journey!Follow/Connect on LinkedIn, Instagram, Facebook [Kyle's Profile, Our Business Page], TikTok and TwitterX.  We'll explore why passive income investing through real estate is not really passive, how investing in real estate is more of an entrepreneurial business endeavour rather than a passive income investment, how the type of real estate investments you make should align more with who you are as an investor and entrepreneur rather than which investment property will give you the greatest return and more. As alwayReady 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.