The Simply Investing Dividend Podcast

EP126: How to Invest $1000 in Dividend Stocks

Wed, 11 Mar 2026 08:00:00 -0400

How to invest $1000 in dividend stocks—that’s the question we’re answering today. I’ll walk you through the Simply Investing approach, the 12 Rules of Simply Investing, and the key criteria that help you quickly identify quality dividend companies at undervalued prices.

We’ll also look at how many companies to start with and how to use the Simply Investing Web Application to quickly find the best dividend stocks for your portfolio.

Let’s get started and make your first $1000 work harder for you.

Chapters
0:00 Introduction
01:51 Simply Investing Approach
02:30 12 Rules & Simply Investing Criteria
08:56 How many companies to invest in?
11:21 Using the SI Web App (Platform)

Live off dividend forever with Simply Investing—reduce risk, save time, earn more:
Get Started: https://simplyinvesting.com/
Dividend Investing Course: https://simplyinvesting.com/course/
Stock Research Platform (web app): https://simplyinvesting.com/app/

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/app. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

EP125: Stock Splits Explained: What Investors Need to Know (Featuring Coca‑Cola’s Split History)

Wed, 25 Feb 2026 08:00:00 -0500

Stock splits can quietly turn a small investment into a surprisingly large one — yet most investors don’t really understand how they work. And if a company you own announces a split, what should you actually do?

Today, we’re discussing stock splits and reverse splits in plain English, and we’ll also look at Coca‑Cola’s remarkable split history to show just how powerful they can be over time. Let’s get started.

Chapters
0:00 Introduction
1:03 What are stock splits?
7:01 What are reverse stock splits?
10:33 Coca-Cola’s (KO) Stock Splits
12:41 1,867,980% return
16:51 $15,919 in annual dividends
17:47 What to do when your stock splits

Live off dividend forever with Simply Investing—reduce risk, save time, earn more:
Get Started: https://simplyinvesting.com/
Dividend Investing Course: https://simplyinvesting.com/course/
Stock Research Platform (web app): https://simplyinvesting.com/app/

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/app. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

EP124: Should You Buy Dividend Stocks and Hold Them Forever?

Wed, 11 Feb 2026 08:00:00 -0500

In this episode, we tackle one of the biggest investing debates: is it better to buy and hold dividend stocks forever, or buy low and sell high?

I’ll walk you through a real-life example using AXP to show how dividend income grew by 488% without adding a single dollar, explain why selling an overvalued stock can actually strengthen your portfolio, and demonstrate how to lock in capital gains while staying focused on long‑term income growth.

If you want to grow dividends smarter and faster this episode is for you.

Live off dividend forever with Simply Investing—reduce risk, save time, earn more:
Get Started: https://simplyinvesting.com/
Dividend Investing Course: https://simplyinvesting.com/course/
Stock Research Platform (web app): https://simplyinvesting.com/app/

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/app. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

EP123: When Can You Quit Your Job?

Wed, 28 Jan 2026 08:00:00 -0500

Everybody dreams of the moment when your day job becomes optional — when your money finally works harder than you do.

In today’s episode, we’re breaking down the crossover point: that powerful milestone where passive income rises, living expenses fall, and financial freedom becomes real. Whether you’re just starting your dividend journey or already building momentum, this is the roadmap to reclaiming your time and designing the life you truly want.

Accelerate your financial freedom with Simply Investing—reduce risk, save time, earn more:
Get Started: https://simplyinvesting.com/
Dividend Investing Course: https://simplyinvesting.com/course/
Stock Research Platform (web app): https://simplyinvesting.com/app/
Here's the link to the Google Sheet to estimate your own returns: https://shorturl.at/anJSV

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/app. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

EP122: What is Quality Dividend Value Investing?

Wed, 14 Jan 2026 08:00:00 -0500

What is Quality Dividend Value Investing?, in this episode I’ll discuss one of the most powerful ways to build long-term wealth.

You’ll learn what dividend investing really means, how value investing works, what makes a stock truly “high quality,” and how these three ideas come together into a proven strategy for growing your income and wealth over time.

If you want to invest with confidence, reduce your risk, and build a portfolio that pays you year after year, this episode is for you.

Accelerate your financial freedom with Simply Investing—reduce risk, save time, earn more:
Get Started: https://simplyinvesting.com/
Dividend Investing Course: https://simplyinvesting.com/course/
Stock Research Platform (web app): https://simplyinvesting.com/app/

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/app. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

EP121: What Are Deep Valued Stocks?

Wed, 17 Dec 2025 08:00:00 -0500

How do you know when a stock is priced low or high? How do you know when a stock is priced really really low?

In this episode, we break down what dividends are, how dividend yield works, and how to tell whether a stock price is truly low or just undervalued.

Learn what deep value stocks are, why they matter, and how they can help you earn greater dividend income, and more capital gains.

Accelerate your financial freedom with Simply Investing—reduce risk, save time, earn more:
Get Started: https://simplyinvesting.com/
Dividend Investing Course: https://simplyinvesting.com/course/
Stock Research Platform (web app): https://simplyinvesting.com/app/

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/app. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

EP 120: Can You Live Off Dividends?

Wed, 03 Dec 2025 08:00:00 -0500

Can you live off your dividends? Have you ever dreamed of leaving the 9-to-5 behind and living entirely on your investment income? Many people hope that dividends can fund a life where you choose how to spend your time—but is it really possible?

In this episode of the Simply Investing Dividend Podcast, I’m tackling that question head-on. I’m Kanwal Sarai, and today we’ll look at the numbers, how much you actually need, clear up common misconceptions, and map out whether a dividend-supported lifestyle is within your reach.

Tune in — this episode could reshape the way you invest and bring you closer to long-term financial freedom.

Accelerate your financial freedom with Simply Investing—reduce risk, save time, earn more:
Get Started: https://simplyinvesting.com/
Dividend Investing Course: https://simplyinvesting.com/course/
Stock Research Platform (web app): https://simplyinvesting.com/app/
Here's the link to the Google Sheet to estimate your own returns: https://shorturl.at/anJSV

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/app. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

EP119: 7 Investing Mistakes Costing You — and How to Fix Them

Wed, 19 Nov 2025 08:00:00 -0500

In this episode we talk about the 7 most common investing mistakes people make especially in today’s economy.

José Mayora is the author of Wall Street’s Blind Spots and the co-founder of the Divita Value-Growth Fund, where he serves as Senior Portfolio Manager overseeing global equity investments running the $25M fund. José is a CFA® and holds degrees in Business and Economics from the University of Virginia, as well as a master’s in Economics from the Universidad Rey Juan Carlos in Madrid.

In our conversation, José breaks down some of the most common investing mistakes—like assuming a great company automatically makes a great investment, ignoring valuation, and letting media noise shape your decisions. Plus, José explains why focusing on cash flow—not just earnings—is essential for smarter investing.

This episode is full of practical insights for long-term dividend and value investors.

Jose's website: https://www.josemayora.com/
LinkedIn: https://www.linkedin.com/in/jose-andres-mayora-cfa-b3248421/

Accelerate your financial freedom with Simply Investing—reduce risk, save time, earn more:
Get Started: https://simplyinvesting.com/
Dividend Investing Course: https://simplyinvesting.com/course/
Stock Research Platform (web app): https://simplyinvesting.com/app/

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/app. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

EP118: Is the Market in a Bubble? How to Invest Safely and Profitably

Wed, 05 Nov 2025 08:00:00 -0500

Is the stock market in a bubble right now? Some say yes — others say no.

In this episode, I’ll show you exactly how to invest safely and profitably. We’ll cover how to protect your margin of safety, focus on quality dividend stocks, and avoid costly mistakes by selling your losers early.

This episode could change the way you invest for the long term.

Accelerate your financial freedom with Simply Investing—reduce risk, save time, earn more:
Get Started: https://simplyinvesting.com/
Dividend Investing Course: https://simplyinvesting.com/course/
Stock Research Platform (web app): https://simplyinvesting.com/app/

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/app. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

EP117: Achieving Financial Freedom - How Phil Grant Retired at 54

Wed, 22 Oct 2025 08:00:00 -0400

Today’s guest is Phil Grant, founder of Cypress Financial Consulting and a passionate advocate for financial education, and someone who has walked the path many of us dream about—financial independence.

Phil went from a successful Fortune 100 career and military service to feeling stuck under debt and financial stress. Frustrated with sales-driven advice, he took control of his finances, using budgeting and dividend investing to retire at 54.

My guest Phil helps others gain clarity, confidence, and peace of mind in their financial lives. In this episode, he shares practical strategies to take control of your money and work toward financial freedom.

Phil's website: https://www.cypressfin.com/

Accelerate your financial freedom with Simply Investing—reduce risk, save time, earn more:
Get Started: https://simplyinvesting.com/
Dividend Investing Course: https://simplyinvesting.com/course/
Stock Research Platform (web app): https://simplyinvesting.com/app/

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/app. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

EP116: From Debt to Dividends - How Martha Transformed Her Money Mindset and Built Wealth

Wed, 08 Oct 2025 08:00:00 -0400

Today’s episode is all about transforming the way you think about money—and you’re going to hear a story that proves it’s never too late to take control of your financial future.

If you’ve ever felt stuck financially, overwhelmed by debt, or unsure how to start investing, this conversation is packed with insights, motivation, and actionable steps to help you take charge of your money—starting today.

My guest is Martha Menard, a former healthcare researcher turned financial coach who has turned a personal money wake-up call into a thriving practice and a $44,000-a-year dividend portfolio. Martha didn’t start out thinking she’d be a finance expert—like many of us, she learned the hard way, paying off over $100,000 in debt before she discovered the power of investing, especially dividends.

In this episode, we dive into how Martha transformed her relationship with money, why financial health is essential for overall wellbeing, the challenges—and opportunities—for women investors, and practical strategies for building wealth through dividends.

Martha's website: https://www.cascadiafinancialhealth.com/
Substack page: https://marthamenard.substack.com/

Accelerate your financial freedom with Simply Investing—reduce risk, save time, earn more:
Get Started: https://simplyinvesting.com/
Dividend Investing Course: https://simplyinvesting.com/course/
Stock Research Platform (web app): https://simplyinvesting.com/app/

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/app. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

EP115: 6 False Beliefs Holding You Back From Financial Freedom

Wed, 24 Sep 2025 08:00:00 -0400

Did you know there are six false beliefs that might be holding you back from financial freedom?

In this episode of the Simply Investing Dividend Podcast, I sit down with Doug Kinsey, Chief Investment Officer at Artifex Financial Group.

With over 25 years of experience in financial services, Doug brings a wealth of knowledge and a fresh perspective on how to grow and protect your wealth. Doug’s passion for investing started early — reading books on finance as a child and developing a lifelong curiosity about businesses, new ideas, and hidden value. Today, he challenges conventional thinking by questioning the limits of Modern Portfolio Theory, the dangers of over-relying on statistics, and the blind faith in indexing.

Instead, Doug makes the case for a smarter, more common-sense approach to active management — one that puts careful research, patience, and sound judgment back at the center of investing success.
If you’re ready to uncover the false beliefs that may be sabotaging your portfolio and learn how to invest with confidence, this episode is for you.

Doug's website: https://www.artifexfinancial.com/
Doug's Book: https://www.amazon.com/Weathering-Storm-Investments-Uncertainty-Strategies-ebook/dp/B0F5NDLPFL/

Accelerate your financial freedom with Simply Investing—reduce risk, save time, earn more:
Get Started: https://simplyinvesting.com/
Dividend Investing Course: https://simplyinvesting.com/course/
Stock Research Platform (web app): https://simplyinvesting.com/app/

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/app. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

EP114: The Psychology of Dividend Investing

Wed, 10 Sep 2025 08:00:00 -0400

Most investors don’t fail because of bad stocks… they fail because of fear, impatience, and chasing the wrong opportunities.

In today’s episode, I’ll show you how to master the psychology of investing — how to stay calm during market crashes, avoid costly mistakes, and build wealth with patience and discipline.

You’ll discover:
- Why Psychology Matters in Investing
- Common Psychological Traps
- The Dividend Investor’s Advantage
- Strategies to Stay the Course
- 3 Real-Life Examples, Investing in Dividend Stocks
- Home Depot Returns 361% and Over 9% Dividend Yield

If you’ve ever wondered how to ignore the noise and invest with confidence, this episode is for you.

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/app. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

EP113: Investing in Dividends for Dummies - Interview with Lawrence Carrel

Wed, 27 Aug 2025 08:00:00 -0400

In this episode, I’m honored to sit down with Lawrence Carrel — a seasoned dividend investor, respected financial journalist, and author of Dividend Stocks for Dummies and Investing in Dividends for Dummies.

With over 25 years of experience, Lawrence has devoted his career to showing investors how to grow and protect their wealth. His work has been featured in The Wall Street Journal, TheStreet.com, and Forbes, and today he shares his hard-won insights with us.

Together, we dive deep into the world of dividend investing — exploring why dividends matter, how to choose the right dividend stocks, and the mistakes every investor must avoid. If you want to invest with confidence, avoid costly errors, and build lasting wealth, this episode is for you.

You’ll discover:

- Why companies pay dividends (and why it matters for you)
- The role dividends play in total return
- Dividend Aristocrats and what sets them apart
- How to avoid dividend traps and high-yield mistakes
- The power of reinvesting dividends
- Common misconceptions about dividend investing
- How to build a resilient, long-term portfolio
- Practical advice for new investors looking to get started

This conversation is packed with timeless lessons, financial wisdom, and actionable advice to help you achieve financial freedom through dividends.

Connect with Lawrence Carrel:
Website: https://www.longrunconsultants.com
Book: Investing in Dividends for Dummies (2nd Edition)

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/app. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

EP112: Dividend stocks or growth stocks?

Wed, 13 Aug 2025 08:00:00 -0400

In this episode of the Simply Investing Dividend Podcast, we dive into the ultimate question: Which strategy safely builds more wealth — the Simply Investing Approach or Growth Investing?

You’ll discover:
- How the Simply Investing Approach works
- Why slow and steady investing can create lasting wealth
- How McDonald’s (MCD) turned $10K into over $137K
- The pros and cons of dividend investing
- The jaw-dropping 12,370% return in just 5 years with APLD
- The pros and cons of growth investing
- Why your #1 goal should be building a strong financial foundation

Whether you’re after reliable income or explosive growth, this episode will help you choose the path that fits your goals — and stick to it for the long haul.

Hasan's complete interview with JL Collins:
https://youtu.be/V360AygOv7A?si=v7sn8I3oKwjUiIgK

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/app. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

EP111: Is dividend investing right for you?

Wed, 30 Jul 2025 08:00:00 -0400

In this episode of the Simply Investing Dividend Podcast, we break down the pros and cons of our time-tested approach to dividend investing — so you can decide if it fits your goals.

You’ll learn:
- How the Simply Investing method helps you build long-term wealth
- The benefits and limitations of this investing strategy
- Why ETF fees might be quietly draining your returns
- Whether this approach is the right fit for your financial future
- Real-life examples: How Union Pacific (UNP) and Royal Bank (RBC) returned over 197% since 2015

If you’ve been wondering whether dividend investing is worth it — or if now is the time to take control of your financial future — this episode is for you.

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/app. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

EP110: Is it too late to get started with investing?

Wed, 16 Jul 2025 08:00:00 -0400

In this episode of the Simply Investing Dividend Podcast, we tackle two questions that hold many people back: How long do I need to stay invested? and Is it too late to start investing?

Whether you're just getting started or wondering if you've missed your chance, this episode will show you why it's never too late to build long-term wealth.

You’ll discover:
- The Simply Investing approach to growing wealth
- What “long-term” really means — and why it matters
- How long you should stay invested to maximize returns
- The surprising story of JNJ: 258% gain vs. a -0.8% loss
- Real-world examples of the power of long-term investing
- Why Pepsi (PEP) now delivers an 11%+ yield on cost

Tune in to gain clarity, confidence, and inspiration to start (or stay) on your investing journey — no matter where you're starting from.

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/app. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

EP109: Building wealth with 100-year dividend stocks

Wed, 02 Jul 2025 08:00:00 -0400

In this episode of the Simply Investing Dividend Podcast, we dive into the incredible stories of companies that have paid dividends for over 100 years.

You’ll discover:
- Which companies have rewarded their shareholders for a century or more
- Why they keep paying dividends through wars, recessions, and market crashes
- Powerful lessons you can apply to build your own reliable, growing income stream
- Real-world examples, including ExxonMobil (XOM) and Johnson & Johnson (JNJ)
- How an investment made in 2005 could have delivered a 312% total return
- And how you could achieve a 14% dividend yield on cost over time

If you’re serious about long-term wealth, don’t miss this inspiring and practical episode!

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/app. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

EP108: Largest ETF versus 5 Dividend Stocks

Wed, 25 Jun 2025 15:00:00 -0400

In this episode of the Simply Investing Dividend Podcast, we dive deep into a powerful comparison: 5 hand-picked dividend stocks versus the largest S&P 500 ETF. Which strategy delivers better long-term results—and why?

You'll also learn how ETF fees, and hidden risks can quietly drag down your returns.

Key topics covered:
- The Simply Investing Approach to building wealth
- What ETFs are—and how they work
- The benefits of ETFs
- The hidden downsides of ETFs (and why many underperform)
- How ETF fees quietly erode returns
- A head-to-head performance comparison: The largest ETF vs. 5 quality dividend stocks

If you’ve ever wondered whether ETFs or dividend stocks are better for building long-term wealth, this episode is a must-listen.

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/app. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

EP107: Are dividends taxed less?

Wed, 18 Jun 2025 18:00:00 -0400

In this episode, we break down how dividends are taxed in both the US and Canada. We’ll compare the tax rates for dividends with those for capital gains and income, giving you a clearer understanding of how these income streams are treated by the tax authorities.

I’ll also cover the following key topics:
- What are dividends, and why do they matter?
- How retirement accounts work in Canada
- A look at Canadian tax rates and how they impact you
- How you could earn $70K per year in dividends in BC and pay no income tax
- The ins and outs of retirement accounts in the US
- A breakdown of US tax rates and what they mean for your wallet

Whether you’re a Canadian or an American, understanding how dividends are taxed can help you make smarter financial decisions. Tune in to get the facts and learn strategies that can potentially save you money.

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/app. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

EP106: Why do companies pay dividends?

Wed, 11 Jun 2025 08:00:00 -0400

In this episode, we’re going to look at why some companies pay dividends and some do not.

I also cover the following topics in this episode:
- What are dividends?
- Reasons for not paying dividends
- Reasons for paying dividends
- Benefits of receiving dividends
- Dividend investing returns
- RS and LLY, 842% return
- $20K turned into over $188K

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/app. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

EP105: Interview with Veteran Portfolio Manager Paul Musson

Wed, 04 Jun 2025 08:00:00 -0400

In this episode, I sit down with seasoned investment expert Paul Musson.

With over 30 years in the financial world, Paul has managed billions as the lead portfolio manager for the Ivy Funds at Mackenzie Investments. Today, he’s the founder of Paddington Capital Management and the author of the thought-provoking new book "Capital Offence: Why Some Benefit at Your Expense", which takes a hard look at the systems that keep wealth in the hands of a few.

Together, we dive into the realities of today’s financial system, the importance of investing in quality businesses, and how to build lasting wealth—even in uncertain times.

I also cover the following topics in this episode:

What is Paul passionate about today?
What is Paul's background?
How does philosophy and history impact investing decisions?
What is the philosophy of investing?
Does consumption raise GDP?
What role does the central bank play in the economy?
Who is profiting from rising house prices?
What is the fake wealth effect?
What are the solutions to our existing economic problems?
What are the problems with printing more money?
The responsibility of government
How do I find quality companies?
Investing isn't rocket science
Don't fall in love with the companies you own
What advice do you have for DIY investors today?

How to get in touch with Paul:
1. Website: https://paddingtoncapitalmgmt.com/
2. Book: https://paddingtoncapitalmgmt.com/cap...
3. On X (twitter): https://x.com/paddingtoncap

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/app. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

EP104: Interview with Dividend Investor Ian MacDonald

Wed, 28 May 2025 08:00:00 -0400

In this episode, I sit down with seasoned dividend investor Ian MacDonald, whose journey spans over 60 remarkable years.

Before retiring, Ian served as Vice President at Equifax, where he dedicated his career to studying the rise and fall of companies—a passion that shaped his investment philosophy.

Ian opens up about a pivotal moment in his life: losing $300,000 of his hard-earned savings due to poor advice from an investment advisor. That loss became the turning point that led him to discover the power of dividend investing.

In our conversation, Ian shares the invaluable lessons he’s learned over six decades. We explore why quality matters, how to build lasting confidence as an investor, and what it really takes to succeed with dividends.

This episode is filled with wisdom, practical insights, and inspiration—whether you're just starting out or looking to build your net worth.

I also cover the following topics in this episode:
- Introduction to Ian MacDonald
- How Ian lost $300,000 of his life savings
- How Ian developed his scoring system
- Ian helped someone making $35K/yr in dividends to making $80K/yr
- Dividend investing can help you beat inflation
- Is it better to move into fixed income in older age?
- Most financial advisors are sales people
- Companies cannot fake paying a dividend
- What gives you the confidence to keep investing in today's economic climate?
- Are you worried about BCE's recent dividend cut?
- How do you identify a quality company?
- How difficult is it for someone to start investing on their own?
- Dividend investing isn't rocket science
- How far back do you go when looking at historical financial data?
- The downside of investing in mutual funds, index funds, and ETFs
- Are banks still using predatory practices?
- Is the dividend irrelevant?
- The dividend provides stability
- The tax benefit of earning Canadian dividends
- What advice do you have for someone currently investing?
- In the long-term growing dividends can support a higher stock price
- What are some common investing mistakes that people make?

How to get in touch with Ian:
1. Website: https://www.saferbetterdividendinvesting.com/
2. Podcast: https://podcasts.apple.com/ca/podcast/safe-dividend-investing/id1558028704

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/app. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

EP103: Interview with Founder of Siegel Asset Management Partners

Wed, 21 May 2025 08:00:00 -0400

In this episode, I interview the founder of Siegel Asset Management Partners, Yves Siegel. We discuss the energy sector, specifically midstream companies. Yves shares with us his guidelines for investing in energy dividend stocks.

Yves has been recognized several times by The Wall Street Journal’s “Best on the Street” survey for stock picking, and in 2018 received the “Ammys” Hall of Fame award in Research and Analysis, an honor recognizing excellence and contributions to the North American energy infrastructure sector.

Additionally, Yves contributes to mainstream media including CNBC, The Wall Street Journal, and The New York Times as a recognized expert in asset management and investment strategy.

We talk about dividend investing, how to select the right stocks, and investor behaviour.

You’ll find today’s episode both educational and inspiring.

I also cover the following topics in this episode:
- Introduction to Yves Siegel
- Yves's area of focus
- What are midstream energy companies?
- Is there a future in oil and gas?
- What are the by-products of petrochemicals?
- What is the number one way to generate large amounts of electricity?
- The importance of energy independence in the US
- Do fossil fuel companies invest in renewable energy?
- Before investing in companies, what do you look for?
- The importance of looking at cashflow
- What makes a strong balance sheet?
- Looking at the fundamentals of a business
- The importance of a quality management team
- How do you know if the management is high quality?
- How do you ensure that the dividend is sustainable?
- What is ESG?
- What is the CBOE Volatility Index (VIX) "fear index"?
- Why should we care about the VIX?
- Is there a direct correlation between the VIX and market value?
- The importance of investor psychology and mindset?
- How do you become a confident investor?
- What would cause you to sell your stocks?
- What made you want to teach a course on behavioural finance?
- How do people make investing decisions?
- What is the number one mistake young investors make?
- Yves's eight principles

How to get in touch with Yves:
1. Website: https://www.siegelassetmgt.com/
2. SAM's eight principles: https://www.siegelassetmgt.com/principles

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/app. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

EP102: Interview with Jeremy from Dividend Stockpile

Wed, 14 May 2025 08:00:00 -0400

In this episode, I interview Jeremy from Dividend Stockpile. We talk about dividend investing, how to get started, how to become a confident investor, and how to navigate the current economic climate.

You’ll find today’s episode both educational and inspiring.

I also cover the following topics in this episode:
- Introduction to Jeremy
- What attracted Jeremy to income investing and dividends?
- How do you select dividend stocks?
- How to watch out for very high dividend yield stocks
- The key to looking at historical data
- What happened with 3M (MMM) cutting their dividend?
- How do you protect yourself against dividend cuts?
- The importance of diversification
- How many stocks should you own?
- High dividend yield versus low dividend yield (but higher dividend growth)
- Does dividend growth outpace inflation?
- Living off your dividends
- Are dividends irrelevant?
- What makes the dividends predictable?
- Investing in today's economic climate
- How should someone start investing now?
- The importance of keeping a rainy day fund
- Where does your investing confidence come from?
- What is your holding period?
- What would cause you to sell a stock?
- The importance of paying attention to a company's management
- Why do some people think that investing is complicated?
- The lack of investing education
- Giving the gift of education to your children
- How not to panic when investing
- How did you come up with the name "Dividend Stockpile"?

How to get in touch with Jeremy:
1. Website: https://dividendstockpile.com/
2. YouTube: https://www.youtube.com/ ⁨@DividendStockpile⁩
3. On X (Twitter): @DivStockpile

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/app. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

EP101: Interview with Portfolio Manager Jenny Harrington

Wed, 07 May 2025 08:00:00 -0400

In this episode, I interview CEO and Portfolio Manager Jenny Harrington, a dividend investor, author, and regular contributor to CNBC (Halftime Report and Worldwide Exchange). We talk about dividend investing, how to get started, how to become a confident investor, and how to navigate the current economic climate.

Jenny Van Leeuwen Harrington is the Chief Executive Officer of Gilman Hill Asset Management, LLC, an income-focused, boutique investment management firm located in New Canaan, CT.

Ms. Harrington also serves as Portfolio Manager of the firm’s flagship Equity Income strategy, which she created and has managed since its inception. In this capacity, she is responsible for an equity portfolio with a mandate of generating a 5% or higher aggregate annual dividend yield, with additional potential for capital appreciation.

Ms. Harrington has over twenty-five years of investment experience. Prior to joining Gilman Hill in 2006, she was a Vice President in Private Wealth Management at Neuberger Berman where she originated the Equity Income strategy that she manages today at Gilman Hill. Previously, Jenny began her Wall Street career as an Analyst in Goldman Sachs’ Private Client Services group, where she worked with high net worth individuals and families in a variety of investment capacities. She subsequently worked as an Associate in Goldman’s Investment Management division, where she served as a strategic liaison for the Investment Banking Division.

A sought-after expert on dividend investing, Ms. Harrington is a contributor on CNBC, where she regularly appears on the Halftime Report and Worldwide Exchange. She is also regularly quoted in major business publications such as The Wall Street Journal and Barron’s.

You’ll find today’s episode both educational and inspiring.

I also cover the following topics in this episode:
- What inspired Jenny to write a book about dividend investing
- Why dividend investing versus other forms of investing?
- Certain returns vs uncertain returns
- Are dividends irrelevant?
- What does "emotional comfort" have to do with investing?
- How do you become a more confident investor?
- How to overcome your fear of investing
- What advice would you give to someone in their 30s just starting to invest?
- How to get your kids started with investing
- What advice would you give to someone in their mid 50s that are not happy with their current level of dividend income?
- When it comes to investing why do you need to advocate for yourself?
- What advice do you have for dividend investors given the current economic climate?
- What is the importance of following the "process"?
- Conventional wisdom says to get out of equities as you get older, is that the right approach?

All of the profits from Jenny's book will be donated to the Council for Economic Education.

How to get in touch with Jenny:
1. Website: https://gilmanhill.com
2. Jenny's book: https://lnk.to/dividendinvesting
3. Barron’s article: https://www.barrons.com/advisor/articles/weeks-best-a-dividend-experts-best-advice-cd3d96fc?mod=advisor_center

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/app. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buyi

EP100: Should You Invest in Options?

Wed, 30 Apr 2025 08:00:00 -0400

In this episode, we’re going to look at options, what are they, how to earn money from them, and why I don't invest in them.

I also cover the following topics in this episode:
- What are options?
- What is a call option?
- Examples using call options
- What is a put option?
- Examples using put options
- What do investing legends think about investing in options?
- Why I don’t use options

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/app. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

EP99: How Anne Turned $5,000 into $20,000,000

Wed, 23 Apr 2025 08:00:00 -0400

In this episode, we’re going to look at a dividend investor that turned $5,000 into $20,000,000.

I also cover the following topics in this episode:
- Who was Anne Scheiber?
- Anne’s investing story
- Lessons learned
- Future growth of dividend stocks
- Looking at the past performance of Johnson & Johnson (JNJ), McDonald's (MCD), Proctor & Gamble (PG), Pepsi (PEP)
- 17.5% annual dividend yield from just 4 stocks
- From 2005 to 2025, $50K invested grew by 499% to $299,420

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/app. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

EP98: 4 Stocks I Would Not Invest in Today

Wed, 16 Apr 2025 08:00:00 -0400

In this episode, we’re going to look at 4 companies that I would not invest in today, even though they are large dividend paying companies.

I also cover the following topics in this episode:
- Our approach to investing
- Our criteria for investing
- Looking at the payout ratio
- Looking at the P/E ratio
- Looking at a company's debt level
- Determining if a stock is priced low or high
- Evaluating International Flavors & Fragrances (IFF), Home Depot (HD), SAP, Mercury General (MCY)

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/app. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

EP97: Should You Reinvest Your Dividends?

Wed, 09 Apr 2025 08:00:00 -0400

In this episode, we’re going to look at the power of reinvesting dividends.

I also cover the following topics in this episode:
- What are dividends?
- How to get paid for owning stocks
- How do you reinvest your dividends?
- Dividend reinvesting examples
- 2021% return versus 902% during the same period
- Over $7K annual dividend income from $10K invested
- Benefits of reinvesting dividends

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/app. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

EP96: Does Company Debt Impact Your Investment Returns?

Wed, 02 Apr 2025 08:00:00 -0400

In this episode, we’re going to look at a company’s debt level. Should you invest in a company with high or low debt? And does that impact your investment returns?

I also cover the following topics in this episode:
- What is company debt?
- Type of debt we look at before investing
- How to calculate debt
- What’s wrong with high debt?
- Comparing companies
- 0% debt versus over 3,438%
- 33% return versus 319% over the same period

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/app. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

EP95: Which is Better - More Dividends Now or Later?

Wed, 26 Mar 2025 08:00:00 -0400

In this episode, we’re going answer the following questions: Which is better, more dividends now or later? Is higher dividend yield today more important than lower yield but higher dividend growth in the future?

I also cover the following topics in this episode:
- What are dividends?
- What is dividend yield?
- Pfizer & MasterCard case studies
- Comparing dividend yields
- Which one is the better investment?

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/app. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

EP94: Market is Down - How to Invest Now?

Wed, 19 Mar 2025 08:00:00 -0400

In this episode, we’re going discuss the current market decline and what should you as an investor do next.

I also cover the following topics in this episode:
- Current state of the market
- What is the Dow Jones?
- Why did the market decline?
- What happens after a market decline?
- 5 large market declines
- How to invest now?

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/app. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

EP93: The 7 Habits of Highly Effective Dividend Investors

Wed, 12 Mar 2025 08:00:00 -0400

In this episode, we're going to look at the 7 habits of highly effective dividend investors, and how you can use those 7 habits to become a successful investor.

I also cover the following topics in this episode:
- Invest in quality stocks
- Invest in undervalued stocks
- Get paid for owning stocks
- MSFT stock return 0% from 2002 to 2013
- Generate growing income each year, and beat inflation
- JNJ provides 63 years of consecutive dividend increases
- Don’t eat into your (capital) investments
- Don’t invest in volatile stocks
- Tesla volatility versus MCD
- KO provides over $202K in annual dividends
- WMT provides over $458K in annual dividends
- Avoid paying fees
- Over $7M lost to fees at 1% MER fee
- Bonus habit

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/app. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

EP92: Interview with Investor Mike Drak

Wed, 05 Mar 2025 08:00:00 -0500

In this episode, I interview Mike Drak a dividend investor, author, public speaker, and a recognized authority on retirement. We talk about how to invest, and how to plan for your future.

Based out of Toronto, Mike has published 3 books on retirement. He spent 38 years in the financial services industry and retired at the age of 59. Today’s he working on his 4th book and training for the Iron Man competition. We discuss investing on your own, and how to plan for your retirement. You’ll find today’s episode both educational and inspiring.

I also cover the following topics in this episode:
- How Mike got started with dividend stocks
- How do you define a quality dividend stock?
- What are virtual monopolies?
- Invest in what you know, ignore the rest
- How to lower your risk
- Low cost investing
- Why remain 99% invested in dividend stocks?
- Are you changing your approach to investing in this economic climate?
- Taking a long-term perspective
- Why should you start planning for retirement sooner than later?
- What is the retirement trap?
- What is retirement shock?
- Why are some people unhappy at retirement?
- How do you find your passion and purpose in life?
- Why are you giving away your books for free?
- What are the 9 retirement principles?
- Why did you decide to compete in the Iron Man competition?
- How do you separate from your work identity?
- Describe your first 3 books
- What is Ikigai?

How to get in touch with Mike:
1. Two free books can be downloaded here: https://getbooks.boomingencore.com/
2. Instagram account: https://www.instagram.com/retirement_rebel/
3. LinkedIn: https://www.linkedin.com/in/mike-drak-6b401095/
4. Website: https://boomingencore.com/

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/app. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

EP91: Why Raise the Dividend When Earnings are Down?

Wed, 26 Feb 2025 08:00:00 -0500

In this episode, we're going to look at why some companies increase their dividend even though their earnings go down.

I also cover the following topics in this episode:
- Example stock used in this episode, Franklin Resources (BEN)
- Recent decline in earnings for stock BEN
- Why do companies increase their dividend?
- Two real-life examples: Walmart and Visa
- Should you invest in BEN today?

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/app. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

EP90: Interview with Investor Ales Eisner

Wed, 19 Feb 2025 08:00:00 -0500

In this episode, I interview investor Ales Eisner, we talk about how to get started with investing, how to select dividend stocks, and how invest in this current economic climate.

Ales achieved financial independence in his early 40’s, and stopped working in IT at 46. Today he lives off his six figure dividend income. Ales is a disciplined investor who is happy to share his knowledge and experience with our audience.

I also cover the following topics in this episode:
- How Ales achieved a six figure annual dividend income
- RRSP (401k) vs TFSA vs non-registered accounts
- Why is it important to start investing sooner than later?
- Is it too late to start investing in your 50s?
- What is your process for selecting what stocks to invest in?
- The risk of investing in dividend traps
- Why invest in dividend stocks when the dividend isn't guaranteed?
- Why is dividend history so important?
- How many stocks should I hold in my portfolio?
- Do you consider the management expense ratio (MER fee) when investing in funds?
- When would you sell a stock?
- How are you investing in this current tariff trade war?
- The importance of remaining calm when investing
- What advice would you give to someone who wants to start investing for their future?

Link to Ales's website: https://canadianmoneytalk.ca/

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/app. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

EP89: How to Invest During a Tariff Trade War

Wed, 12 Feb 2025 08:00:00 -0500

In this episode, we're going to look at how to invest during a tariff trade war.

I also cover the following topics in this episode:
- What are tariffs?
- Brief history of tariff wars
- History of stock market reaction
- How should you invest now?

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/app. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

EP88: How to Transition to Dividend Stocks

Wed, 26 Jun 2024 08:00:00 -0400

In this episode, we're going to look at how to transition from mutual funds, ETFs, and index funds into individual dividend stocks.

I also cover the following topics in this episode:
- Our approach to investing
- Current $600,000 portfolio
- Transition to dividend stocks
- Over $943,000 in fees
- Annual income grows by over 22% without investing any new money
- How to diversify

Here's the link to the Google Sheet to estimate your own returns: https://shorturl.at/anJSV

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/platform. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

EP87: How to Build Your Own Pension Fund

Wed, 19 Jun 2024 22:00:00 -0400

In this episode, we're going to look at building your own pension fund. Even if you have a pension, stick around to learn how to build a second stream of investment income.

I also cover the following topics in this episode:
- What is a pension?
- Are pensions safe?
- Building your own pension fund
- Two companies that have consecutively increased their dividends for 62 years
- How much can you earn?
- $325K investment grows to over $2.6M, and generates $87K/year in dividends

Here's the link to the Google Sheet to estimate your own returns: https://shorturl.at/anJSV

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/platform. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

EP86: How to Avoid The Top 3 Investing Mistakes

Wed, 12 Jun 2024 08:00:00 -0400

In this episode, you'll learn the top 3 things you should not do when it comes to investing.

I also cover the following topics in this episode:
- Investing when stock prices are high
- Investing in non-dividend stocks
- Biogen vs Amgen
- Amgen grows dividend by 1507%
- Which stocks returns over 636%?
- Investing in non-quality stocks

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/platform. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

EP85: When to Sell Your Dividend Stocks

Wed, 05 Jun 2024 08:00:00 -0400

In this episode, you'll learn if and when you should sell your dividend stocks.

I also cover the following topics in this episode:
- The type of stocks discussed in today's episode
- 4 reasons to sell your dividend stocks
- MCD returns over 783% with a 17.35% yield
- Guidelines for selling your dividend stocks

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/platform. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

EP84: Should You Invest in Canadian Dividend Stocks?

Wed, 29 May 2024 08:00:00 -0400

In this episode, you'll learn the importance of investing in the Canadian market. You'll also learn why you should invest in Canadian dividend stocks.

I cover the following topics in this episode:
- Canadian market overview
- Virtual monopolies
- TD increases dividends by more than 285%
- Canadian dividend stock performance
- MRU returns over 851% since 2007

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/platform. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

EP83: How to Build a Resilient Dividend Portfolio

Wed, 22 May 2024 08:00:00 -0400

In this episode, you'll learn how to build a dividend portfolio that generates growing passive income for you. You'll also learn how to diversify, and how many dividend stocks you should own.

I cover the following topics in this episode:
- Our approach to investing
- Creating a resilient portfolio regardless of what happens in the stock market
- Colgate-Palmolive providing 62 years of consecutive dividend increases
- What to invest in
- What about mutual funds, index funds, ETFs
- Building your portfolio
- Extraordinary returns from dividend stocks

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/platform. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

EP82: Decreasing Your Investing Risk with Dividends

Thu, 16 May 2024 00:00:00 -0400

In this episode, you'll see how to lower your investing risk with dividend stocks. Is it possible to completely eliminate your risk?

I cover the following topics in this episode:
- What is at risk?
- What are dividends & dividend yield?
- Increasing your margin of safety
- PPG returns over 946%
- PPG dividend yield on cost over 16%
- Decreasing your investment risk

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/platform. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

EP81: Should You Invest in Airline Stocks?

Wed, 08 May 2024 08:00:00 -0400

In this episode, we'll see if airline stocks make good investments. Do they provide great returns over the long-term?

I also cover the following topics in this episode:
- The airline business
- Four airline stocks to review
- Rates of return compared to other dividend stocks
- 658% return versus 180% or -72%

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/platform. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

EP80: Interview with Dividend Investor Jermaine McDonald

Wed, 01 May 2024 17:00:00 -0400

In this episode, I interview a dividend investor, we talk about how to getting started with investing, how to select dividend stocks, and how to go about investing with a spouse.

Jermaine McDonald CEO of Learn Grow Invest, is based out of Jamaica and their mission is to be a leader and trusted source of information of financial and investor education in the Caribbean and around the world.

Jermaine is also a passionate dividend investor, and we have lots to talk about when it comes to dividends. You’ll find today’s episode both educational and inspiring.

I also cover the following topics in this episode:
- Why do you call your company Learn Grow Invest?
- Do you have a background in finance?
- Why do most people think investing is complicated?
- What made you interested in dividend investing?
- What do you look for in a company before you invest in it?
- Do you look at a company's historical track record?
- What do you say to people that are afraid to start investing?
- What is the impact of inflation on your savings?
- What advice would you give to young people?
- When it comes to investing what are the most common issues that you see between couples?
- How can couples invest together?
- Tell us about your charitable initiatives

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/platform. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

EP79: Building a $1M Dividend Portfolio

Wed, 24 Apr 2024 22:00:00 -0400

In this episode, I’ll show you how to build a million-dollar dividend stock portfolio starting with only $500, and you’ll see how that portfolio could provide you with over $31,000 a year in passive income.

I also cover the following topics in this episode:
- Starting small
- 3 keys to investing success
- Real-life example investing in McDonalds (MCD)
- How does this work?
- $50,000 investment eventually returns over $108K/yr in dividends
- Reaching one million dollars

Link to the Simply Investing Future Value Spreadsheet:
https://rb.gy/782866

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/platform. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

EP78: Interview with Dividend Investor Russ Knopf

Wed, 17 Apr 2024 08:00:00 -0400

In this episode I sit down with a dividend investor, we talk about the benefits of dividend investing, why you should get started sooner than later, and some of his picks when it comes to dividend stocks.

My guest today is Russ Knopf the creator of the website Dapper Dividends and his youtube channel of the same name. Russ served in the US Navy, and today lives near Chicago with his wife and two kids. Russ is a dividend investor so naturally we discuss dividend investing in today’s episode.

I also cover the following topics in this episode:
- How did you get interested in dividends?
- How do you select dividend stocks?
- I share my Nortel story
- Understanding the key fundamentals when it comes to investing
- What do you tell people that are still waiting to start investing?
- Why it's better to start investing sooner
- Dividend kings and dividend aristocrats
- Concerns are about dividend reductions
- Importance of taking a long-term perspective
- What is a good number of stocks to hold?
- The high cost of fees (MERs) for mutual funds, index funds, ETFs
- Why investing isn't complicated
- What stocks are you interested in now?

Russ s website: https://dapperdividends.com/
Russ's YouTube channel: https://www.youtube.com/channel/UCxeYC4WYMvh33SqKo9NMHLw

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/platform. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

EP77: Is 3390% Dividend Growth Possible?

Thu, 11 Apr 2024 21:00:00 -0400

In this episode, we look at a company that has increased its dividend by 3390%, and is on its way to becoming a dividend king.

I also cover the following topics in this episode:
- Introducing our company under review
- Looking at its dividend history (3390% growth)
- How dividends increase your margin of safety
- Stock price history
- Total return since 1999 (783%)

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/platform. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

EP76: Evaluating a Hotel Dividend Stock, 161% return

Wed, 03 Apr 2024 23:00:00 -0400

In this episode, we look at the world’s largest publicly traded lodging REIT. Does a return of over 161% make this dividend stock worthy of consideration?

I also cover the following topics in this episode:
- Our stock under review (HST)
- Our 12 Rules and 10 Criteria
- Applying the 12 Rules of Simply Investing
- Historical rate of return (161% vs 961%)
- Conclusion

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/platform. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

EP75: Money Market Funds vs. Dividend Stocks

Wed, 27 Mar 2024 14:00:00 -0400

With rising interest rates, does it still make sense to invest in dividend stocks? In this episode, I compare a dividend stock to a money market fund, which one is the better investment?

I also cover the following topics in this episode:
- Rising interest rates
- What are money market funds
- Typical money market returns
- What will happen to interest rates?
- Money market fund versus a dividend stock
- $10K grows to over $12K in 3 years

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/platform. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

EP74: Dividend Stock vs Non-dividend Stock, 961% Growth

Wed, 20 Mar 2024 20:00:00 -0400

In this episode, I cover two competitors head-to-head, and show you how $20K turned into over $212K. A dividend stock versus a non-dividend stock, which one was the better investment?

I also cover the following topics in this episode:
- What are dividend stocks?
- What are non-dividend stocks?
- Introducing the competitors (TXN vs AMD)
- And the winner is?
- 961% return vs 736%
- 36% dividend yield based on the purchase price

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/platform. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

EP73: Interview with Maya Corbic

Wed, 13 Mar 2024 08:00:00 -0400

In this episode, I interview Maya Corbic a CPA who leverages her CFO, auditor, and tax accountant expertise to educate kids on financial literacy. She founded Wealthy Kids Investment Club and has inspired thousands through her Instagram account, Teach Kids Money.

I cover the following topics in this episode:
- Why did Maya decide to write the book "From Piggy Banks to Stocks"?
- Why investing isn't complicated
- Why is it important to teach financial literacy to kids?
- How did your background shape your understanding of financial literacy?
- When it comes to financial literacy, what is missing in the current education system?
- Why did you decide to write a workbook instead of a traditional textbook?
- Why start teaching about dividends sooner than later?
- The importance of dividend growth
- What are Dividend Aristocrats and Dividend Kings?
- Spending versus investing, how to make the right choices
- Why did you start the Wealthy Kids Investment Club?
- What do you say to parents when they say investing is too complicated?

Book: From Piggy Banks to Stocks: The Ultimate Guide for a Young Investor
On Instagram: teach.kids.money
Wealthy Kids Investment Club: https://wealthykids.club

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/platform. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

EP72: What are Dividend Aristocrats and Kings?

Wed, 06 Mar 2024 08:00:00 -0500

In this episode, I cover Dividend Aristocrats and Kings.

I also cover the following topics in this episode:
- What are dividends?
- What are dividend aristocrats?
- What are dividend kings?
- Which companies have the longest dividend streaks?
- Three extraordinary dividend returns (KO, HD, WMT)

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/platform. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

EP71: Two Most Important Words in Investing

Thu, 29 Feb 2024 17:00:00 -0500

In this episode, I'll share with you the two most important words in investing.

I also cover the following topics in this episode:
- The inspiration for this episode
- Who is Arnold Bernhard?
- Successful investing in two words
- What is Dividend Yield
- JNJ returns over 318%

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/platform. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

EP70: How I Increased My Client's Investment Income by 112%!

Wed, 21 Feb 2024 08:00:00 -0500

In this episode, I show you how in just one coaching call with me, I saved Emma over $69,800 in fees, and helped her increase her annual investment income by 112% - all without adding any new money to her portfolio! You'll get to see the before and after transformation that simplified her investing, and lowered her risk.

I also cover the following topics in this episode:
- Our approach to investing
- Introducing Emma
- Emma's previous holdings
- Emma's new investment portfolio

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/platform. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

EP69: Interview with David Delisle

Wed, 14 Feb 2024 08:00:00 -0500

In this episode, I interview David Delisle, founder of The Awesome Stuff, is an Amazon bestselling author, entrepreneur, real estate investor, and speaker. His first book, The Golden Quest, is a graphic novel that teaches kids (and adults) how to live a richer life and create the freedom for what is most important to them.

I cover the following topics in this episode:
- Why is The Golden Quest referred to as Rich Dad Poor Dad Meets Calvin and Hobbes?
- Why does The Golden Quest resonate with 5yrs olds to 95 yrs olds?
- What are the 4 Golden Rules?
- How do you filter out the noise?
- What is the Awesome Stuff?
- When is enough, enough?
- How did you get interested in finance and money?
- Why is it important to start investing early?
- What do you say to folks that are afraid to start investing?
- Why isn't financial literacy taught in schools?
- What does financial freedom mean to you?

Link to David Delisle's sites:
https://daviddelisle.com
https://www.theawesomestuff.com

sDisclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/platform. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.
Lastly, we cast a spotlight on the marvels of starting your investment journey early, with the magic of compounding returns taking center stage. We reminisce about youthful days flipping through mutual fund books and how they shaped the financial sagacity of today. Through real-life exemplars like Warren Buffett and the merits of dividend investing, we underline the importance of an early start in investing and the potency of long-term strategies over short-term gains. As we close, David's fervor for financial education and his dedication to charity remind us that ultimately, the wealth we accumulate is as valuable as the good it can do in the world.

EP68: Don't Wait to Start Investing

Wed, 07 Feb 2024 08:00:00 -0500

In this episode, I show you why you shouldn't wait to start dividend investing.

I cover the following topics in this episode:
- The common investing fears
- 5 types of investors
- How much can you earn?
- The cost of not investing sooner

Link to SI Future Value Google Sheet:
https://docs.google.com/spreadsheets/d/1kN1RgR9Tojnz78Peq2y_S-ZoV4lHKYJ2TJnXgPaRAyk/copy

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/platform. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

EP67: 5 Banks Paying Dividends for Over 100 Years

Wed, 31 Jan 2024 08:00:00 -0500

In this episode, I cover 5 Canadian banks that have been paying dividends for more than 100 years.

I cover the following topics in this episode:
- What are dividends?
- How to make money with dividends
- Over 100 years of dividend payments
- Dividend consistency is key
- 2007-2008 financial crisis
- 5 Canadian bank dividend's during 2008-2010
- Our approach to dividend investing

Link to DividendPower's blog post: https://www.dividendpower.org/canadian-100-years-dividends/

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/platform. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

EP66: Can You Invest on Your Own?

Wed, 24 Jan 2024 08:00:00 -0500

In this episode, I show you how to start dividend investing on your own.

I cover the following topics in this episode:
- Can you invest on your own?
- Our approach to investing
- What is a quality stock?
- How to know when a stock is priced low (undervalued)
- 4 attributes of a successful investor
- What happens if you don't invest on your own?
- The high cost of fees (MERs) on your investments

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/platform. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

EP65: How to Handle Dividend Cuts

Wed, 17 Jan 2024 08:00:00 -0500

In this episode, I show you how to handle and avoid dividend cuts, using the most recent example of an ex-dividend aristocrat Walgreens.

I cover the following topics in this episode:
- What are dividends?
- Who is Walgreens (WBA)?
- Walgreens dividend history
- Walgreens dividend cut
- Why cut the dividend?
- What to do now?
- My story of GE and TC Energy
- Early warning signs of a dividend cut
- What are dividend aristocrats?
- The importance of diversification

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/platform. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

EP64: Answering Your Top 4 Dividend Investing Questions

Wed, 10 Jan 2024 08:00:00 -0500

In this episode, I answer your top 4 dividend investing questions:

- Why should I invest in dividend stocks?
- Why should I invest in undervalued stocks?
- How long does it take for a stock to go from undervalued to overvalued?
- How should I build a dividend stock portfolio?

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/platform. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

EP63: Invest Like a Legend - Geraldine Weiss

Wed, 20 Dec 2023 08:00:00 -0500

In this episode, I show you how to invest like an investing legend, Geraldine Weiss. I cover the following in this episode:

- Who was Geraldine Weiss?
- What was her approach to investing?
- How you can invest like Geraldine Weiss
- Key benefits of dividend investing

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/platform. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

EP62: Dividend Stocks vs Term Deposits in Older Age?

Wed, 13 Dec 2023 08:00:00 -0500

In this episode, I discuss conventional wisdom which states that as you get older you should move away from equities and into fixed income assets. What is the right approach for you? I cover the following in this episode:

- Should you move away from dividend stocks?
- Two dividend stocks return over 126% vs a term deposit's return of 48%
- Is fixed income safer than dividends?
- Can dividends beat inflation?
- Benefits of staying invested in dividend stocks

Link to download the Simply Investing Forecasting Google Sheet:
https://docs.google.com/spreadsheets/d/1kN1RgR9Tojnz78Peq2y_S-ZoV4lHKYJ2TJnXgPaRAyk/copy

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/platform. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

EP61: Afraid to Start Dividend Investing?

Wed, 06 Dec 2023 08:00:00 -0500

In this episode, I answer your questions about getting started with dividend investing:

- How do I make money with stocks?
- Aren’t funds (mutual/index/ETFs) safer?
- Isn’t investing risky and time consuming?
- How do I get started?

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/platform. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

EP60: Stock vs Funds, Investing in the Dow

Wed, 29 Nov 2023 16:00:00 -0500

In this episode, we'll compare the differences between investing in the 30 Dow companies versus investing in funds The following topics are covered in this episode:

- What is the Dow Jones Index?
- Index funds and ETFs investing in the Dow
- Individual investing vs funds
- Taking control of your investments

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/platform. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

EP59: Demystifying Common Investing Terms

Wed, 22 Nov 2023 08:00:00 -0500

In this episode, you'll learn about the 8 most common investing terms. Successful investing begins with knowledge, understanding these investing terms is the first step to investing successfully. The following topics are covered in this episode:

- What is a Share or Stock?
- What is a dividend?
- What is dividend yield?
- What is EPS?
- What is the Payout Ratio?
- What is Long-term Debt to Equity?
- What is the P/E Ratio?
- What is the P/B Ratio?

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/platform. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

EP58: How to Handle the Most Common Investing Risks

Wed, 15 Nov 2023 08:00:00 -0500

In this episode, you'll learn how to handle the 7 most common investing risks.

Covered in this episode:
- Risk 1: The dividend is not guaranteed
- Risk 2: Competitors
- Risk 3: Dishonest management
- Risk 4: Bankruptcies
- Risk 5: International issues
- Risk 6: Market uncertainty
- Risk 7: Natural disasters
Other ways to reduce your investing risk.

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/platform. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

EP57: 4 Common Dividend Misconceptions

Wed, 08 Nov 2023 22:00:00 -0500

In this episode, learn about the four most common dividend misconceptions.

Also covered in this episode:
- Dividends are insignificant
- Dividends drop when stock prices drop
- Dividends are not guaranteed
- Share price drops when dividend is paid
- Bonus: Beating the stock market is not our goal

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/platform. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

EP56: How to Earn $35K in Annual Dividends

Wed, 01 Nov 2023 17:00:00 -0400

In this episode, learn how you can earn $35K annually in dividends, and you don't need $1M to start.

Also covered in this episode:
- What is a dividend and dividend yield?
- The importance of dividend increases
- Re-investing dividends
- Earning $35K/year in dividends

Link to dividend forecasting sheet:
https://docs.google.com/spreadsheets/d/1kN1RgR9Tojnz78Peq2y_S-ZoV4lHKYJ2TJnXgPaRAyk/copy

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/platform. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

EP55: 6 Steps to Grow Your Money With Dividend Stocks

Wed, 25 Oct 2023 08:00:00 -0400

In this episode, learn how to grow your money with dividends:

Also covered in this episode:
- 6 steps to grow your money with dividend stocks
- what is Real Total Return
- what are industry leaders
- how an investment in CIBC returned over 167%
- how an investment in CNQ returned over 235%

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/platform. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

EP54: How to Invest in a Bear Market

Wed, 18 Oct 2023 08:00:00 -0400

In this episode, learn how to invest in a bear (or down) market.

Also covered in this episode:
- how to build a resilient dividend stock portfolio
- current market conditions
- a brief history of market crashes
- learn the basics
- why dividend income is more important that stock prices
- learn the dividend stock selection process
- how Coca-Cola could provide over $202K/year in dividends
- how Home Depot could provide over $259K/year in dividends

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/platform. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

EP53: Dividend Stock Analysis - Finning International

Wed, 11 Oct 2023 08:00:00 -0400

In this episode, learn how to apply the 12 Rules of Simply Investing to Finning International. See if this company passes or fails the 12 Rules, is this company worth considering or should it be avoided?

Also covered in this episode:
- Who is Finning International?
- Applying the 12 Rules of Simply Investing

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/platform. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

EP52: What is the P/B Ratio?

Wed, 04 Oct 2023 08:00:00 -0400

In this episode I take a look at the P/B Ratio. Learn how the P/B Ratio can help you make better investing decisions, and save you from making thousands of dollars of investing mistakes.

Also covered in this episode:
- What is the P/B Ratio?
- How to use the P/B Ratio
- Where to find the P/B Ratio

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/platform. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

EP51: ETFs vs Individual Dividend Stocks

Wed, 27 Sep 2023 09:00:00 -0400

In this episode I take a look at DIY dividend investing versus investing in ETFs. I explore the advantages and disadvantages of investing in ETFs.

Also covered in this episode:
- The Simply Investing Approach
- What are ETFs?
- 4 issues with ETFs
- Are ETFs for you?
- What's the solution?

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/platform. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

EP50: How Much Can You Make With Dividend Stocks

Wed, 20 Sep 2023 08:00:00 -0400

In this episode learn how much money you can make by investing in dividend stocks. I also cover real-life example of investing in Coca-Cola, Home Depot, Walmart, and ADM.

What I'll share with you in this episode:
- 2 ways to make money with dividend stocks
- 3 factors that determine how much you can make
- How a $4.9K investment in ADM turned into over $47K
- Examples of extraordinary returns
- How much can you make?

Here's the link to the Google Sheet to estimate your own returns: https://shorturl.at/anJSV

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/platform. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

EP49: Rebalancing Your Dividend Stock Portfolio

Wed, 13 Sep 2023 08:00:00 -0400

Concerned about rebalancing your dividend portfolio each year? Not sure how to proceed? In this episode I show you conventional wisdom's take on rebalancing, and why that might not be the best option for you. As dividend investors we need to think differently about rebalancing our portfolios.

What I'll share with you in this episode:
- Why rebalancing ?
- Conventional wisdom's take on rebalancing
- Don't follow conventional wisdom
- How $39K investment in SJM returns $9.3K/yr in dividends
- How to re-balance your portfolio

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/platform. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

EP48: Term Deposits vs Dividend Stocks

Wed, 06 Sep 2023 08:00:00 -0400

Ever wonder how term deposits stack up against dividend stocks? In this episode, I dig deep into these two investment options. I take a close look at term deposits, exploring the current interest rates and how they operate. Then, I'll provide an overview of dividends and dividend stocks and compare them against term deposits.

What I'll share with you in this episode:
- What is a term deposit?
- Current interest rates for term deposits
- What are dividends?
- What are dividend stocks?
- Term deposits versus dividend stocks
- How an investment in one dividend stock grew by over 296%

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/platform. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

EP47: 5 Reasons You're Scared to Invest on Your Own

Wed, 30 Aug 2023 08:00:00 -0400

What's holding you back from investing, even though you know it could lead to financial freedom? Today I'm going to address these fears, from the unpredictability of the stock market, to the psychological factors like greed, fear, and impatience that often cause irrational investing decisions. Using real-life examples, such as the fluctuations in Pepsi's stock price, I'm highlighting the importance of a long-term approach and the reality that stock prices do fluctuate. I also dissect the concept of FOMO (Fear of Missing Out), which can push individuals to buy stocks when prices are high.

I also cover the following topics in this episode:
- Risk Aversion
- Pepsi stock's 20 year performance
- Psychological Factors
- Lack of Time
- Perceived Complexity
- How a $2775 investment in McDonald's grew to over $34K
- Lack of knowledge & Confidence

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/platform. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

EP46: What's the Impact of Dividends on Stock Prices?

Wed, 23 Aug 2023 08:00:00 -0400

In this episode, I cover the impact of dividend payouts on the stock price. You'll learn both the short-term, and long-term impact dividends can have on the stock price.

I also cover the following topics in this episode:
- What are dividends
- The immediate impact of a dividend payout
- The long-term impact of a dividend payout
- Johnson & Johnson's 30-year stock price history
- Calculating dividend yield
- 3 real-life stock examples

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/platform. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

EP45: How I Increased My Client's Investment Income by 74%!

Wed, 16 Aug 2023 08:00:00 -0400

In this episode, I show you how in just one coaching call with me, I saved Tracy over $1.3M in fees, and helped her increase her annual investment income by 74% - all without adding any new money to her portfolio! You'll get to see the before and after transformation that simplified her investing, and lowered her risk.

I also cover the following topics in this episode:
- Our approach to investing
- Introducing Tracy
- Tracy's previous holdings
- Tracy's new dividend portfolio

Learn more about coaching calls with me:
https://www.simplyinvesting.com/personal-assessment

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/platform. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

EP44: The Truth About Diversification

Wed, 09 Aug 2023 08:00:00 -0400

Ever wondered how much diversification is truly necessary to achieve a low-risk, high-return investment? Brace yourself as we turn conventional investment wisdom on its head in this episode. I'll walk you through my 12 Rules of Simply Investing aimed at minimizing risk and maximizing gains. Plus, we delve into the pitfalls of over-diversification, setting the record straight on how much variety you really need in your portfolio.

I cover the following topics in this episode:
- Our approach to investing
- Conventional wisdom regarding diversification
- What's wrong with too much diversification?
- How much diversification do you need?

Link to My Take on Diversification and Risk: https://www.simplyinvesting.com/blog/32573-my-take-on-diversification-and-risk

Watch till the end to get 10% off coupon code for Simply Investing.

Learn more at: https://www.simplyinvesting.com/

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/platform. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

EP43: Top 3 Investing Myths

Wed, 02 Aug 2023 08:00:00 -0400

Are you walking the tightrope of investing without a safety net? This episode will instill you with the confidence to navigate the ropes of the financial world, starting with debunking the misconception of investing being the same as speculation. Inspired by Warren Buffett's mentor, Benjamin Graham, we'll navigate the difference between the two, and discuss how to transition from speculation to informed investing. You'll learn about the true risks in investing and how to avoid them, ultimately enabling you to take control of your own financial future.

Investing doesn't have to be complicated. Let's break this myth together as we explore the straightforward strategies for protecting your investments and the importance of tuning out the media noise. Drawing on the wisdom of Peter Lynch, we'll demonstrate how investing is not rocket science but a skill you can develop. You'll discover the importance of simplicity in investing and identify valuable resources to further improve your investing skills.

I cover the following investing myths in this episode:
- Investing on your own is risky
- Investing on your own it complicated
- Investing on your own is time consuming

Watch till the end to get 10% off coupon code for Simply Investing.

Learn more at: https://www.simplyinvesting.com/

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/platform. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

EP42: What's The Purpose of Investing?

Wed, 26 Jul 2023 08:00:00 -0400

Ever wondered why some investors swear by dividends as the secret to their success? Join me, on a journey through the fascinating world of investing, where I shine a spotlight on the power of dividends as a steady source of returns. I'll bust the myth that investing is all about stock prices, showing how dividends provide a consistent return irrespective of market volatility.

I'll also dig deep into what makes a quality stock, comparing the remarkable record of ADM, a company that has faithfully increased its dividends since 1927, versus companies that don't pay dividends. Discover the 12 rules of Simply Investing, guiding you on how to discern if a company is worth your investment and if it is priced low.

I cover the following topics in this episode:
- What is the sole purpose of investing?
- What provides you with an immediate return on your investment?
- What are dividends?
- What is dividend yield?
- What happens to the dividend when the stock price drops?
- Looking at ADM's 20 year dividend record

Watch till the end to get 10% off coupon code for Simply Investing.

Learn more at: https://www.simplyinvesting.com/

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/platform. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

EP41: Don't Make These Common Investing Mistakes

Wed, 19 Jul 2023 08:00:00 -0400

What if you could sidestep the common investing mistakes that plague most new investors? This episode promises to arm you with the knowledge needed to avoid such pitfalls, like buying high and selling low, or neglecting to consider investment fees. I unravel the basics of smart investing, explaining what stocks represent (ownership in a company), and the significance of dividends (your share of the company's profits).

Ever wondered why it's not always wise to buy a stock at its historical high? I also scrutinize investment fees, comparing one-time trading fees to annual fees, and breaking down how the management expense ratio can impact your investment over the long run.

I cover the following topics in this episode:
- Investing without knowledge
- Buying stocks at high prices
- Selling stocks at low prices
- Not paying attention to fees

Watch till the end to get 10% off coupon code for Simply Investing.

Learn more at: https://www.simplyinvesting.com/

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/platform. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

EP40: Part 2 - How do you know if the dividend is safe?

Wed, 12 Jul 2023 08:00:00 -0400

Ever wondered how to spot a safe and sustainable dividend? Or perhaps been lured by a tempting dividend yield only to fall into a trap? Fear not, because in this session, I'm taking a deep dive into the realms of dividend investing. Expect to walk away with a sound understanding of how to evaluate dividend safety, the significance of consistent earnings and dividend growth, and the importance of payout ratios.

I cover the following topics in this episode:
- Review the history of companies paying dividends
- Look for earnings and dividend growth
- What is a dividend trap?
- How to avoid a dividend trap

Watch till the end to get 10% off coupon code for Simply Investing.

Learn more at: https://www.simplyinvesting.com/

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/platform. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

EP39: Part 1 - How do you know if the dividend is safe?

Wed, 05 Jul 2023 08:00:00 -0400

Imagine this: you're watching your investments grow, but then your dividend gets cut. Panic sets in. What does this mean? How will it affect your financial future? Join me in this episode of the Simply Investing Dividend Podcast as I dissect and demystify the world of dividends: from the importance of dividends to investors, indicators of a dividend cut, to the implications of a dividend reduction. In doing so, I highlight the often overlooked payout ratio and explain how to calculate dividend yields using real-life examples.

I cover the following topics in this episode:
- What are dividends?
- 2 reasons why dividends are important to you
- What happens to your investment when a dividend is cut?
- What is the payout ratio?

Watch till the end to get 10% off coupon code for Simply Investing.

Learn more at: https://www.simplyinvesting.com/

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/platform. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

EP38: How much are investment fees really costing you?

Wed, 28 Jun 2023 08:00:00 -0400

What if the key to unlocking your financial goals lay in understanding the true cost of investing? Brace yourself for a deep dive into the world of investment fees and their impact on your portfolio. I peel back the layers, demystifying the complex world of Management Expense Ratio (MER) fees that define mutual funds, index funds, and ETFs. I provide real-world examples illustrating the calculation of these fees, their cumulative impact on investment returns, and why they are even charged in the first place.

I cover the following topics in this episode:
- What is the MER fee?
- Why are you charged a fee?
- What is the true cost of fees to you?
- How can you eliminate fees?

Watch till the end to get 10% off coupon code for Simply Investing.

Learn more at: https://www.simplyinvesting.com/

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/platform. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

EP37: The Key to Predicting Future Profitability and Dividend Growth

Wed, 21 Jun 2023 08:00:00 -0400

Want to know the secret to predicting a company's future profitability? In this insightful episode, I cover the one key factor to determine a stock's profitability. Discover what stocks and shares are, how dividends serve as a tangible return on investment, and why investing in quality dividend stocks can be an excellent strategy for long-term success.

Get ready to dive into real-life examples of companies with a consistent history of paying dividends, such as Johnson & Johnson, Pepsi, and Coca-Cola. I also look at the elite club of Dividend Aristocrats and Dividend Kings - stocks that have increased dividends for 25 and 50 years, respectively. Plus, learn about the 12 Rules of Simply Investing, designed to save you time, minimize risk, and maximize gains. Join me on this journey to unlocking the true power of dividends and pave your way to financial success!

I cover the following topics in this episode:
- What is a stock or share?
- What is a dividend?
- Proof of profitability
- Real-life stock examples

Watch till the end to get 10% off coupon code for Simply Investing.

Learn more at: https://www.simplyinvesting.com/

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/platform. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

EP36: Are you a speculator or investor?

Wed, 14 Jun 2023 08:00:00 -0400

Ever wondered what separates Warren Buffett-worthy investors from mere speculators? Ready to unravel the mysteries of successful investing and learn the rules you need to follow? Get all the answers in our latest episode, where we discuss the fundamental differences between investing and speculating, as taught by Benjamin Graham, Buffett's personal mentor. Learn the importance of doing your own research before investing, the art of spotting quality companies priced low, and how to tune out media hype that often distracts with flashy new trends.

With insights from this episode, you'll shift from speculator to responsible investor, ready to make sound decisions for your financial future.

I cover the following topics in this episode:

- Who is Warren Buffett and Benjamin Graham?
- The number one value investing book
- Investing vs speculating
- Are you speculating?
- Are you investing?
- How can you become a smart investor?

Watch till the end to get 10% off coupon code for Simply Investing.

Learn more at: https://www.simplyinvesting.com/

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/platform. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

EP35: Guide to Getting Teens Started With Dividend Investing

Wed, 07 Jun 2023 08:00:00 -0400

Want to set your kids up for a lifetime of financial success? In this episode, I show you how to get your kids/teens started with dividend investing.

I break down the concept of dividend stocks and their potential to more than double your initial investment. You'll also learn the basics of teen investing, such as the type of account needed, how to open them, and where to invest. By the end of this episode, you'll have a solid understanding of how to help your teenager start investing in dividend stocks and set them up for a successful financial future. Don't miss this opportunity to empower your kids with the knowledge and tools needed for a lifetime of smart investing decisions!

I cover the following topics in this episode:

- Why should kids/teenagers invest?
- The benefits of investing early, how Jill earned $586K more than Jack
- What should you invest in?
- How a $2,775 investment in McDonald's is worth more than $34K today
- How can you invest?
- Where should you invest?

Watch till the end to get 10% off coupon code for Simply Investing.

Learn more at: https://www.simplyinvesting.com/

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/platform. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

EP34: What is Real Total Return?

Wed, 31 May 2023 08:00:00 -0400

In this episode I explain what is Real Total Return and why it matters to you as an investor. I cover the following topics:

- What is Real Total Return?
- What is Capital Appreciation?
- What is Dividend Income?
- What is Dividend Growth?
- How a $2,775 investment in McDonald's returned over $6,273 in dividends
- How an investment in McDonald's provided a Real Total Return of 1,169%

Watch till the end to get 10% off coupon code for Simply Investing.

Learn more at: https://www.simplyinvesting.com/

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/platform. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

EP33: 7 Ways to Avoid Investing in Lousy Stocks

Wed, 24 May 2023 08:00:00 -0400

In this episode I show you how to avoid investing in lousy (low quality) stocks. I cover the following topics:

- Will the company be around in 20 years?
- Is the company recession proof?
- Does the company have a history of profitability?
- Does the company have a history of dividend growth?
- Can the company afford to pay the dividend?
- Does the company have low debt?
- Is the stock priced high or low?

Watch till the end to get 10% off coupon code for Simply Investing.

Learn more at: https://www.simplyinvesting.com/

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/platform. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

EP32: What is the P/E Ratio?

Wed, 17 May 2023 08:00:00 -0400

EP32: What is the P/E Ratio?

In this episode you'll learn the importance of the P/E Ratio in your investing decisions. I also cover the following in this podcast:

- What is the P/E Ratio?
- How to use the P/E Ratio?
- What's wrong with a high P/E Ratio?
- Where to find the P/E Ratio?

Watch till the end to get 10% off coupon code for Simply Investing.

Learn more at: https://www.simplyinvesting.com/

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/platform. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

EP31: Part 2 - Dividend Investing with Mark Seed

Wed, 10 May 2023 08:00:00 -0400

In part 2 of this episode, I interview Mark Seed, founder of the popular finance blog My Own Advisor. In this episode we cover:

- "conventional wisdom" states as you get older you should start moving out of equities and move into fixed income, does Mark agree with this approach?
- the importance of having a plan when it comes to investing
- in the beginning the dividends are small, but over time your dividend income grows
- the importance of discipline and patience
- how is Mark investing in today's economic climate
- what advice would Mark give to his younger self
- why education is key to successful investing
- how Mark is helping people figure out if they'll have enough money in retirement

Mark's site: https://www.myownadvisor.ca/
Mark's other site: https://www.cashflowsandportfolios.com/

Learn more at: https://www.simplyinvesting.com/

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/platform. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. For our full legal disclaimer, please visit our website.

EP30: Part 1 - Dividend Investing with Mark Seed

Wed, 03 May 2023 08:00:00 -0400

In part 1 of this episode, I interview Mark Seed, founder of the popular finance blog My Own Advisor. In this episode we cover:

- how Mark got started with dividend investing
- how a $500K investment with a 1% annual fee (MER) will cost over $395K after 20 years
- why Mark decided to take the DIY approach to investing
- why Mark focused on dividends
- the importance of getting paid to own shares
- why investor behavior is key
- what type of traits do you need to be a successful do-it-yourself investor
- how does Mark have the confidence to invest in dividends even when they are not guaranteed
- Mark's approach to re-balancing his portfolio

Mark's site: https://www.myownadvisor.ca/
Mark's other site: https://www.cashflowsandportfolios.com/

Learn more at: https://www.simplyinvesting.com/

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/platform. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. For our full legal disclaimer, please visit our website.

EP29: Part 2 - Earning Over $68,000 a Year in Dividend Income

Wed, 26 Apr 2023 08:00:00 -0400

In part 2 of this episode I continue my interview with Dividend John, the author of the book Too Rich to Be Stressed. We discuss how how John is investing in today's' economic climate and what advice he would give to his younger self. Also covered in this episode:

- what should investors do with their excess dividend income each year
- how to compound your dividend growth
- why the current trading commission fee is irrelevant
- the importance of paying yourself first
- how John is investing in today's current economic climate
- learn to avoid the noise
- what John looks for in dividend stocks
- own the companies that have pricing power
- what advice would John give to his younger self
- the key to getting closer to financial independence

Dividend John on Twitter: @johnyboy1853
Dividend John's Book: https://www.amazon.com/dp/B0BMZF17NK

Learn more at: https://www.simplyinvesting.com/

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/platform. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. For our full legal disclaimer, please visit our website.

EP28: Part 1 - Earning Over $68,000 a Year in Dividend Income

Wed, 19 Apr 2023 08:00:00 -0400

In part 1 of this episode I interview Dividend John, the author of the book Too Rich to Be Stressed. We talk about how he went from $0 annual dividend income to now making over $68,000 a year in dividends. Also covered in this episode:

- how John saved $30,000 at such a young age
- how John lost $25,000 investing with an advisor
- how investing in a pork farm didn't turn out so well for John
- how not to get caught up in the "next big thing"
- how John got started with dividend investing
- John's story of meeting his investing mentor
- how John went from $0 annual dividend income to $68,000 annually
- the 3 telecom "virtual monopolies" in Canada
- what the largest Canadian banks did to their dividends in 2008-2009
- what happened to Kanwal's investment in Washington Mutual
- staying away from high yielding dividend stocks
- what happens to your dividend yield when the company increases it's dividend
- Canadian dividends are taxed extremely low even outside your RRSP and TFSA

Dividend John on Twitter: @johnyboy1853
Dividend John's Book: https://www.amazon.com/dp/B0BMZF17NK

Learn more at: https://www.simplyinvesting.com/

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/platform. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. For our full legal disclaimer, please visit our website.

EP27: Part 2 - Dividend Investing with Joseph Hogue

Wed, 12 Apr 2023 08:00:00 -0400

In part 2 of this episode I continue my interview Joseph Hogue, the founder of Let's Talk Money personal finance channel on YouTube. We discuss how how Joseph is investing in today's' economic climate and where he thinks the market is heading in the next 12-24 months. Also covered in this episode:

- what is a dividend aristocrat and what is a dividend king
- how to have confidence investing in dividend stocks when the dividend is not guaranteed
- what advice does Joseph have for someone just starting to invest
- what are some attributes of a successful investor
- the high cost of ETFs
- why are share buybacks important
- how Joseph is investing in today's economic climate
- where is the market headed in the next 12-24 months
- what dividend stock looks interesting to Joseph right now

Joseph Hogue on Twitter: @StockMarketJ
Joseph's YouTube channel: https://www.youtube.com/@josephhogue
Joseph's video "5 Safest Dividend Stocks for the Perfect Dividend Portfolio": https://youtu.be/Nn2gC5lcPXE
Joseph 's website: https://mystockmarketbasics.com/

Learn more at: https://www.simplyinvesting.com/
The High Cost of ETFs: https://www.simplyinvesting.com/blog/46536-individual-stock-investing-versus-buying

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/platform. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. For our full legal disclaimer, please visit our website.

EP26: Part 1 - Dividend Investing with Joseph Hogue

Wed, 05 Apr 2023 08:00:00 -0400

In part 1 of this episode I interview Joseph Hogue, the founder of Let's Talk Money personal finance channel on Youtube. We discuss how Joseph got started with dividend investing, and why being an owner is important to achieving financial freedom. Also covered in this episode:

- how Joseph got started with dividend investing
- why Joseph prefers dividend investing over other types of investing
- why Joseph recommends reinvesting dividends
- how over time your passive dividend income grows
- why it's impossible to get in and out of stocks at the right time
- why being an owner is important to achieving financial freedom
- what Joseph looks for in dividend stocks
- why investing knowledge is key to successful investing
- what is the payout ratio
- what would make Joseph sell a stock
- what does Joseph do when a stock eliminates its dividend

Joseph Hogue on Twitter: @StockMarketJ
Joseph's YouTube channel: https://www.youtube.com/@josephhogue
Joseph's video "5 Safest Dividend Stocks for the Perfect Dividend Portfolio": https://youtu.be/Nn2gC5lcPXE
Joseph 's website: https://mystockmarketbasics.com/

Learn more at: https://www.simplyinvesting.com/

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/platform. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. For our full legal disclaimer, please visit our website.

EP25: Dividend Investing with Marc Lichtenfeld

Wed, 29 Mar 2023 08:00:00 -0400

In this episode I interview Marc Lichtenfeld who is the senior editor of the Oxford Income Letter and author of the bestselling book Get Rich with Dividends. In this wide ranging interview we discuss how Marc got started with dividend investing, why investors fail, and what Marc looks for in great dividend stocks.

Also covered in this episode:

- how Marc got started with dividend investing
- what is a "Perpetual Dividend Raiser"
- how long of a track record does Marc look for in companies
- three companies that have been consecutively increasing dividends for more than 60 years
- how dividend increases help to accelerate your compound growth
- what are the things that Marc looks for in companies
- the key difference in how Marc evaluates a company's payout ratio
- the importance of cash flow
- companies cannot fake the dividend
- why do companies raise their dividend
- why a dividend increase is a positive sign
- how to protect yourself from dividend decreases
- common investing mistakes that investors make
- my foolish mistake chasing a high yielding stock
- how Marc is investing in today's economic climate
- re-balancing your portfolio
- the importance of dividend income versus stock prices
- how dividends are taxed
- how a $2479 investment in TC Energy has returned over $8000 in dividends
- the importance of starting young
- the risk of relying only on capital gains
- what advice would Marc give to his younger self
- how not to panic when it comes to investing

Marc Lichtenfeld on Twitter: @stocksnboxing
Marc's website: https://wealthyretirement.com/
Marc's book: Get Rich with Dividends

Learn more at: https://www.simplyinvesting.com/

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/platform. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. For our full legal disclaimer, please visit our website.

EP24: Part 2 - Dividend Investing with Brock Waterman

Wed, 22 Mar 2023 08:00:00 -0400

In part 2 of this episode I interview Brock Waterman, the founder of firetravelfamily.com. We discuss how Brock achieved financial freedom at the age of 42, and how dividend investing contributed to his early retirement. Also covered in this episode:

- Should you think differently about dividends if you are going to retire early versus retiring at 65 or 75?
- When should someone start investing?
- The importance of having an emergency fund
- How does Brock diversify his dividend stock portfolio
- How do you deal with your stocks that are overweight in your portfolio?
- Has Brock changed his approach to investing, given the current economic climate?
- During the 2009-2009 financial crisis what did the 5 Canadian banks do to their dividend?
- Is there lower income tax on dividend income?
- Does Brock own any mutual funds, index funds or ETFs?
- $500,000 invested in a fund where the fee is 1%, will cost your over $395K in fees
- What advice do you have to someone who currently owns funds and is scared to invest in individual stocks
- Why you need discipline and patience to succeed as a dividend investors
- Why you should re-invest your dividends
- Never having a salary of over $65,000 but Brock and his family achieved financial independence
- Currently are earning over $10K in annual dividend income

Learn more at: https://www.simplyinvesting.com/

Brock's YouTube Channel: https://www.youtube.com/FIRETravelFamily

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/platform. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. For our full legal disclaimer, please visit our website.

EP23: Part 1- Dividend Investing with Brock Waterman

Wed, 15 Mar 2023 08:00:00 -0400

In part 1 of this episode I interview Brock Waterman, the founder of firetravelfamily.com. We discuss how Brock achieved financial freedom at the age of 42, and how dividend investing contributed to his early retirement. Also covered in this episode:

- Brock shares his journey towards financial independence
- Why he wanted to retire early
- What attracted him to start looking at dividend stocks
- Why consistent dividend growth is important
- What are dividend aristocrats and dividend kings
- Why you don need a degree in Finance in order to read the financial statements
- How to evaluate a company like you run the finances in your house

Learn more at: https://www.simplyinvesting.com/

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/platform. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. For our full legal disclaimer, please visit our website.

EP22: Applying the 12 Rules of Simply Investing to 2 Food Industry Giants

Wed, 08 Mar 2023 08:00:00 -0500

In this episode you'll learn how to apply the 12 Simply Investing Rules to 2 food industry giants (Tyson Foods and Conagra Brands). I cover the following in this podcast:

- introducing the two food industry giants (Tyson Foods and Conagra Brands)
- applying the 12 Rules of Simply Investing using the SI Platform
- determine which company is the better investment

Listen till the end to get 10% off coupon code for Simply Investing.

Learn more at: https://www.simplyinvesting.com/

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/platform. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

EP21: 12 Steps to Building an Income Generating Portfolio

Wed, 01 Mar 2023 08:00:00 -0500

In this episode you'll learn how to build a dividend income generating portfolio in 12 steps. I cover the following in this podcast:

- how to build a reliable stock portfolio safely
- how to get consistent growing passive income
- 12 steps to build your dividend stock portfolio
- how to avoid poor quality stocks

Watch till the end to get 10% off coupon code for Simply Investing.

Learn more at: https://www.simplyinvesting.com/

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/platform. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

EP20: Doubling Your Money with Dividend Investing

Wed, 22 Feb 2023 08:00:00 -0500

In this episode you'll learn how it's possible to more than double your money with dividend investing. I cover the following in this podcast:

- Dividends are key
- Invest in profitable companies
- Invest in market leaders
- Invest in dividend growers
- Hold for the rising dividend
- Doubling your money

Watch till the end to get 10% off coupon code for Simply Investing.

Learn more at: https://www.simplyinvesting.com/

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/platform. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. For our full legal disclaimer, please visit our website.

EP19: Part 2- Dividend Investing with Bob Lai

Wed, 15 Feb 2023 08:00:00 -0500

In this episode I continue my interview with Bob Lai, the founder of Tawcan.com. We discuss dividend investing in today's economic climate. Also covered in this episode:

- High interest rates, high inflation, how is Bob investing today?
- How did Bob react when his portfolio dropped $250K in value a few years ago?
- When should someone start investing?
- Conventional wisdom says the older you get you need to start getting out of stocks and start putting your money into fixed assets, does Bob agree with that?

The story of Reader B, earning over $360,000 annually in dividends: https://www.tawcan.com/living-off-dividends-tax-free

Learn more at: https://www.simplyinvesting.com/

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/platform. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. For our full legal disclaimer, please visit our website.

EP18: Part 1- Dividend Investing with Bob Lai

Wed, 08 Feb 2023 08:00:00 -0500

In this episode I interview Bob Lai, the founder of Tawcan.com. We discuss dividend investing in today's economic climate. Also covered in this episode:

- When and why, Bob started dividend investing
- How did Bob build a portfolio which generates $3.6K a month in dividends, while living in Vancouver with a single income family and 2 kids
- The importance of re-investing dividends
- Is Bob still on track to gain financial independence by 2025?
- The key is to spend less than you earn
- There’s a limit to how much you can cut your expenses but no limit to how much you can earn
- Does dividend income give you freedom?
- You don’t have to be super rich to invest like this
- Reader B, a fellow Canadian is now earning $30k/month ($360,000/yr) in dividends
- Did Reader B invest millions of dollars to build this type of portfolio?
- Outside of your TFSA/RRSP/401K/IRA how much can you earn in eligible dividends and not incur any income tax?
- Bob, how do you select dividend stocks?

The story of Reader B, earning over $360,000 annually in dividends: https://www.tawcan.com/living-off-dividends-tax-free

Learn more at: https://www.simplyinvesting.com/

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/platform. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. For our full legal disclaimer, please visit our website.

EP17: How to Retire Sooner With Dividend Investing

Wed, 01 Feb 2023 08:00:00 -0500

In this episode you'll learn when you can retire (or when your day job becomes optional) with dividend investing. I cover the following in this podcast:

Your expenses
Your investment income
When can you retire
Using dividends to retire faster

Watch till the end to get 10% off coupon code for Simply Investing.

Learn more at: https://www.simplyinvesting.com/

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. For our full legal disclaimer, please visit our website.

EP16: Dividend Income Investing with Henry Mah

Wed, 25 Jan 2023 08:00:00 -0500

In this episode I interview Henry Mah, an 81 year old who has been investing for more than 30 years, and author of 4 investing books. We discuss dividend investing in today's economic climate. We also cover the following topics in this wide-ranging interview:

- How Henry got started in dividend investing
- Why Henry does not focus on capital appreciation
- ETFs didn't provide the income Henry could get from owning individual stocks
- Henry's focus on income rather than growth
- Typical holding period for owning dividend stocks
- Avoiding cyclical stocks
- Henry only wanted to invest in stocks that he could own forever
- Why Henry is not interested in owning term deposits or bonds
- Why stock markets don't effect his income at all
- What effect the financial crisis of 2008 had on his dividend income
- The importance of getting your kids to start investing early
- Educate yourself before you start investing
- Why you are not going to learn anything about investing if you only buy ETFs, mutual funds or index funds
- What is the safest and simplest method of investing
- Almost anyone can learn dividend growth investing
- The hardest part for most investors is getting over their fear of the market
- How not to panic when stock prices drop
- Do your homework before you invest in any stock
- Finding good stocks from within the TSX 60
- How to get started with investing
- How a $10,000 investment is now generating $2,000/year in dividend income and is projected to generate $30K to $100k in the future
- Compounding of dividend income is incredible, but yet most people still focus on capital growth
- When it comes to investing keep it simple
- Henry's 4 rules of investing
- When to sell
- Why diversification is not a concern for Henry even with his 12 stock portfolio
- Don't be a fan of diversification be a fan of owning quality companies
- The importance of re-investing your dividends
- How much time does investing take?
- How do you have any confidence investing in dividend stocks when dividends are not guaranteed
- Any concerns about the current economic environment?
- Henry's approach to draw down from his RRIF in retirement

Here's a list of 4 books published by Henry (available on Amazon):
1. Your Ever Growing Income (2018)
2. Your TFSA Compounder (2019)
3. Income Investing Explained (2020)
4. Salary for Life (2021)

Here's is Henry's site:
https://risingyieldoninvestments.blogspot.com/

Learn more about Simply Investing: https://www.simplyinvesting.com/

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/platform. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. For our full legal disclaimer, please visit our website.

EP15: How a $25K Investment Generates $4K in Dividends Annually

Wed, 18 Jan 2023 08:00:00 -0500

In this episode you'll learn how a $25,000 investment in dividend stocks generates $4,000 annually in dividend income. I cover the following in this podcast:

- Dividends & dividend yield
- Current average dividend yield
- Two important factors
- Our goal of generating $4,000 per year in dividends

Watch till the end to get 10% off coupon code for Simply Investing.

Learn more at: https://www.simplyinvesting.com/

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. For our full legal disclaimer, please visit our website.

EP14: 6 Key Benefits of Investing in Dividend Stocks

Wed, 11 Jan 2023 08:00:00 -0500

In this episode you'll learn the six key benefits of investing in dividend stocks. I cover the following in this podcast:

Dividends generate passive income for you
Dividend stocks provide capital appreciation
Dividend stocks provide diversification
Dividend portfolio provides stability
Dividend stocks provide tax advantages
Dividends build your confidence and discipline

Listen till the end to get 10% off coupon code for Simply Investing.

Learn more at: https://www.simplyinvesting.com/

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. For our full legal disclaimer, please visit our website.

EP13: Why I don't do DRIPs (Dividend Re-Investment Plans)

Wed, 04 Jan 2023 08:00:00 -0500

In this episode you'll learn what is a DRIP (Dividend Re-Investment Plan), and why I don't recommend them. Also covered in this podcast:

What is a dividend?
What is a dividend re-investment plan?
When is a stock priced low or high?
Why I don’t recommend dividend re-investment plans

EP12: What do You do When the Dividend is Cut?

Wed, 21 Dec 2022 08:00:00 -0500

In this episode you'll learn what to do when a dividend is reduced or eliminated. Should you sell or hold? Also covered in this podcast:

What are dividends?
What is dividend yield?
How does a dividend cut impact you?
Early warning sign a dividend reduction might occur
What to do after a dividend is cut

EP11: How to beat inflation with dividend stocks

Wed, 14 Dec 2022 08:00:00 -0500

In this episode you'll learn how to beat inflation with dividend stocks. Also covered in this podcast:

What are dividends?
What is dividend yield?
How much is current inflation?
What's wrong with high inflation?
Are savings accounts and term deposits enough?
How dividend stocks can help (with 3 real-life examples)

EP10: How to avoid dividend traps

Wed, 07 Dec 2022 08:00:00 -0500

In this episode you'll learn what is a dividend trap, and how to avoid them. Save thousands of dollars in investing mistakes by avoiding dividend traps. Also covered in this podcast:

- What is dividend yield?
- What is the payout ratio?
- What is a dividend trap?
- Why stocks go "out of favor"
- The risks of investing in dividend traps
- How to avoid dividend traps

Learn more at: https://www.simplyinvesting.com/

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. For our full legal disclaimer, please visit our website.

EP9: Part 2- Dividend Investing Conversation with Ben Reynolds

Wed, 30 Nov 2022 08:00:00 -0500

In this episode I continue my interview with Ben, the founder of SureDividend.com. We discuss dividend investing in today's economic climate. Also covered in this episode:

- What are the things Ben looks for when investing in dividend stocks
- How Ben focuses on risk and return
- What's wrong with dividend traps
- Our worst investments
- Using dividends as a margin of safety
- The importance of diversification
- How many stocks should you own
- Why Ben started Sure Dividend

Learn more at: https://www.simplyinvesting.com/

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author/guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. For our full legal disclaimer, please visit our website.

EP8: Part 1- Dividend Investing Conversation with Ben Reynolds

Wed, 23 Nov 2022 08:00:00 -0500

In this episode I interview Ben, the founder of SureDividend.com. We discuss dividend investing in today's economic climate. Also covered in this episode:

- Why Ben started dividend investing
- Dividend aristocrats
- Ben's first investment in a mutual fund
- The impact of mutual fund fees
- The benefits of being a dividend investor
- Why you should stay invested in dividend stocks
- How Ben is investing today
- The downside of waiting to start investing

Learn more at: https://www.simplyinvesting.com/

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author/guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. For our full legal disclaimer, please visit our website.

EP7: Are Extraordinary Returns Possible with Dividend Stocks?

Wed, 16 Nov 2022 08:00:00 -0500

In this episode you'll learn how extraordinary returns are possible with dividend stocks. Also covered in this podcast:

What are dividends
The power of dividend increases
What are stock splits
3 examples of incredible returns with dividend stocks

Learn more at: https://www.simplyinvesting.com/

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. For our full legal disclaimer, please visit our website.

EP6: Part 2 - Challenges in Investing in Today's Tough Market

Wed, 09 Nov 2022 07:00:00 -0500

In this episode I continue my conversation with Prakash, the founder of DividendPower.org. We discuss dividend investing in today's economic climate. Also covered in this podcast:

- Prakash's approach to investing in today's economic climate
- A brief discussion of MSFT stock
- How to start investing for beginners
- Our worst investing mistakes
- Stocks that look interesting right now

Learn more at: https://www.simplyinvesting.com/

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author/guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. For our full legal disclaimer, please visit our website.

EP5: Part 1 - Challenges in Investing in Today's Tough Market

Wed, 02 Nov 2022 07:00:00 -0400

In this episode I interview Prakash, the founder of DividendPower.org. We discuss dividend investing in today's economic climate. Also covered in this podcast:

- How Prakash got started with dividend investing
- Prakash's very first dividend stock
- My holdings in GE
- Dividend cuts, and when to sell
- Dividend safety metrics
- How often to monitor your investments
- A dividend payment is real
- How Prakash is dealing with the current economic climate

Learn more at: https://www.simplyinvesting.com/

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author/guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. For our full legal disclaimer, please visit our website.

EP4: Your Top 3 Dividend Concerns

Wed, 26 Oct 2022 07:00:00 -0400

In this episode you'll learn about the top 3 dividend concerns that most people have. Also covered in this podcast:

Aren't dividends insignificant?
Dividends are not guaranteed
What happens to the dividend when the stock price drops?
3 awesome things about dividends

Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. For our full legal disclaimer, please visit our website.

EP3: How to Handle Your Dividend Stocks During a Market Crash

Wed, 19 Oct 2022 07:00:00 -0400

In this episode you'll learn how to handle your dividend stocks during a down market. Also covered in this podcast:

Should you sell your stocks?
Common themes during a down stock market
How to remain calm during a market crash
My strategies for dealing with a crash

EP2: What is the Payout Ratio?

Wed, 12 Oct 2022 07:00:00 -0400

In this episode you'll learn if the dividend is safe. Is the dividend payout sustainable or is it at risk of being cut? This one important value can save you from making expensive investing mistakes. Also covered in this podcast:

What is the payout ratio?
What is EPS?
How to calculate the payout ratio
MetLife (MET) vs Allstate (ALL), which company has the lower payout ratio?

EP1: How to Know When a Stock is Worth Buying

Tue, 04 Oct 2022 09:00:00 -0400

In this episode you'll learn how to quickly determine if a dividend stock is undervalued (priced low) or overvalued (priced high). Learn how to figure out when a dividend stock is worth buying. Also covered in this podcast:

What is a stock?
What is a dividend?
What is dividend yield?

You've heard the phrase "buy low and sell high", this episode shows you exactly how to figure out if a stock is priced low or high. Focus on dividend stocks that are priced low and ignore the ones that are priced high.