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The Independent Advisors Podcast Episode 343: Volatility does not equal bad.
If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage you to head to our website, jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) . Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs.
Scheduling is easy—once you land at jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) just click “Schedule Initial Call” and select a time that works best for you!
There’s a quick survey to fill out that will help guide the conversation and ensure your time is used efficiently.
If you’re ready to learn more, visit jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) and book your call today!
Take advantage of our partnership with LifeLock and get discounts using our link:
https://lifelock.norton.com/offers?expid=LLONEYEAR&promocode= JSPW24&VENDORID= _JESSUPWM&om_ext_cid=ext_partner_ JSPW24_Productpage $)
Show Notes
Article from David Harrell on Morningstar titled “Don’t Fall for This Common Dividend Mistake When Investing for Retirement” on 10/30/2025 - https://www.morningstar.com/retirement/dont-fall-this-common-dividend-mistake-when-investing-retirement
Post on X from Ryan Detrick on 3.20.26 - https://x.com/RyanDetrick/status/2035042415774511545
Financial Planning Topic of the Week
https://www.plancorp.com/blog/mega-backdoor-roth
343 Topics:
- Oil shocks ≠ long-term losses: Markets have historically delivered strong gains following major oil price spikes
- Corrections are healthy: Multiple pullbacks per year are typical, even in strong bull markets
- Dividend yield ≠ total return: High yields can be misleading if price declines offset income
- Covered call ETFs trade growth for income: Higher yields come with capped upside and often lower total returns
- Pullbacks can be buying opportunities: Retests of prior highs often act as strong entry points
- Mega Backdoor Roth = major opportunity: High earners can significantly boost tax-free retirement savings if their plan allows it
View all episodes
By Mark McEvily
4.8
3434 ratings
If you’ve been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I’d encourage you to head to our website, jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) . Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs.
Scheduling is easy—once you land at jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) just click “Schedule Initial Call” and select a time that works best for you!
There’s a quick survey to fill out that will help guide the conversation and ensure your time is used efficiently.
If you’re ready to learn more, visit jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) and book your call today!
Take advantage of our partnership with LifeLock and get discounts using our link:
https://lifelock.norton.com/offers?expid=LLONEYEAR&promocode= JSPW24&VENDORID= _JESSUPWM&om_ext_cid=ext_partner_ JSPW24_Productpage $)
Show Notes
Article from David Harrell on Morningstar titled “Don’t Fall for This Common Dividend Mistake When Investing for Retirement” on 10/30/2025 - https://www.morningstar.com/retirement/dont-fall-this-common-dividend-mistake-when-investing-retirement
Post on X from Ryan Detrick on 3.20.26 - https://x.com/RyanDetrick/status/2035042415774511545
Financial Planning Topic of the Week
https://www.plancorp.com/blog/mega-backdoor-roth
343 Topics:
- Oil shocks ≠ long-term losses: Markets have historically delivered strong gains following major oil price spikes
- Corrections are healthy: Multiple pullbacks per year are typical, even in strong bull markets
- Dividend yield ≠ total return: High yields can be misleading if price declines offset income
- Covered call ETFs trade growth for income: Higher yields come with capped upside and often lower total returns
- Pullbacks can be buying opportunities: Retests of prior highs often act as strong entry points
- Mega Backdoor Roth = major opportunity: High earners can significantly boost tax-free retirement savings if their plan allows it