Today I'm sharing two thoughts on Gamestop and Reddit. Specifically, I'm sharing why individual investors aren't winning this battle + who benefits the most from trading platforms like Robinhood (hint: not its users).   So if you want to learn why Gamestop stock traders were not the biggest beneficiary of last week's events, today's episode is for you. 

Gamestop & Reddit: Why Individual Investors Didn't Win

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Today I'm continuing our multi-part series on Dividend Investing. Specifically, in part two, I’m sharing: ➤ What the long-term performance has been for dividend-focused funds ➤ Why popular dividend investing charts can be incomplete (or misleading) ➤ The 3 primary reasons dividend strategies typically underperform If you want to learn more about dividend investing and why it may not be the magical solution it's often marketed as, you'll enjoy this episode.  *** FREE RETIREMENT PLANNING RESOURCES: Subscribe to the Stay Wealthy Retirement Newsletter! As a thank you, you'll receive three (3) of my MOST popular retirement & tax cheatsheets.  You'll also receive my weekly retirement newsletter.  

Dividend Investing (Part 2): Three Reasons Why Dividend Strategies Underperform

Today I'm kicking off a multi-part series on Dividend Investing. While dividends are a normal occurrence in the global markets, their role in a retirement portfolio is often misunderstood. ➤ What is a dividend, and why do some companies pay them?  ➤ How do they affect an investor's return? ➤ Where do dividends fit in the portfolio construction process?  ➤ What are the little-known problems with this investment strategy? ➤ And what does my upcoming birthday have to do with dividends? 

Dividend Investing (Part 1): Making Money While You Sleep

Today I'm sharing a story about a couple who lost $2 million to an investment scam. I'm also sharing (new!) resources to help protect your personal data in 2024. Financial scams are getting more sophisticated and losses are skyrocketing. In fact, last year, Americans lost $10 billion to financial scams. That’s $1 billion more than 2022, and is the highest-ever reported annual loss in FTC history. Everyone is at risk. And everyone needs to regularly take proactive steps to stay safe. Tune in to learn more. *** FREE RETIREMENT PLANNING RESOURCES: Subscribe to the Stay Wealthy Retirement Newsletter! As a thank you, you'll receive three (3) of my MOST popular retirement & tax cheatsheets.  You'll also receive my weekly retirement newsletter :)  

How to Protect Yourself From Financial Scams (+ New Resources)

There is no shortage of questions when it comes to navigating and planning for retirement. ➤ How much do I need to save?  ➤ How do I optimize my tax bill and avoid overpaying the IRS?  ➤ When do I take Social Security?  ➤ What should I invest in? (And what should I avoid?!) The list goes on. And while you’ve likely read (or heard) helpful answers to most of the big questions, it never hurts to revisit them or get a different perspective. In fact, some studies suggest that it can take hearing something 7 times before you retain it 

The Best Retirement Account, Making Investment Changes, and More!

Inflation hit a 40-year high of 9.1% in June 2022. Today, inflation is hovering around 3%. If inflation is back in line with long-term historical averages, why does everything still feel so expensive? When voters were asked what they would most like to see improved in our economy... ...why did 64% of them say "lower prices?"  In this episode, I'm digging into the current state of inflation, why prices still feel high, and where inflation might be headed. I'm also sharing tactics for how to successfully navigate challenging time periods. If, like most retirement savers, things still feel outrageously expensive to you, you're going to enjoy this episode.  *** RETIREMENT & TAX PLANNING TOOLS: Join 5,000+ listeners and subscribe to the Stay Wealthy Retirement Newsletter. As a thank you, you'll receive three (3) of my MOST popular retirement & tax cheatsheets.  You'll also receive my weekly retirement newsletter :)  

Gamestop & Reddit: Why Individual Investors Didn't Win

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