Total Returns Podcast

"I was talking to a friend of mine who’s a retired investment advisor. I told her about what we’re doing at the Income Investors to teach people a new way to invest for income and she laughed and said “Thank goodness I’m retired. This is the kind of stuff that puts people like me out of business!”

This Week’s Total Return:

26.75% 14.16% capital gains + 12.59% income yield.

In this episode, you’ll learn:

The 4 different professionals you can hire to help manage your money.The 3 big advantages of working with an investment coach.The #1 thing to remember when hiring an advisor.

Links and Resources Mentioned in this Episode

The Income Investors AcademyIncome Investors Mini-Course + Income Planner

Do you ever get the feeling that something’s off? Like you can’t really put your finger on it but you just feel unmotivated and unfulfilled and you can’t figure out why? In this episode, we’re going to talk about that. And I’ll share how I fixed it for myself so that you might find your way out of it, too.

This Week’s Total Return:

26.89% 14.30% capital gains + 12.59% income yield.

In this episode, you’ll learn:

The real reason you might feel unmotivated or unfulfilled.My Value Discovery process for uncovering your North Star.3 questions to ask yourself to determine if your life, career, and finances are in alignment with your values.

Links and Resources Mentioned in this Episode

The Income Investors AcademyList of Core Values

Behavioral economists say that 4 out of 5 investors suffer from a little-known disorder that could lead to huge losses in the market. Do you have it? Let’s find out - the Doctor is in.

This Week’s Total Return:

27.61% 14.99% capital gains + 12.62% income yield.

In this episode, you’ll learn:

The common disorder that 80% of investors suffer from… and how to avoid it.How to perform a 4-point stock ‘checkup’ to determine if you should hold or sell.The problem with stock analysts ‘consensus.’A strategy I employ on my big gainers to protect my invested capital and remove all of the risk of holding through a downturn.

Links and Resources Mentioned in this Episode

The Income Investors AcademyWikipedia - The Disposition EffectyCharts

If there’s one thing that drives me nuts it’s when someone says they’re too old to do something. Like start a business or an investment plan or take up a new sport. If you look at my style of income investing and think, I’m too old for that to work, you just told a lie to your own self. And if there’s one person you shouldn’t be lying to, it’s your own self.

This Week’s Total Return:

28% 15.27% capital gains + 12.73% income yield.

In this episode, you’ll learn:

What dividend growth investing is and why it's so powerful.A simple 4-step plan to make it work for anyone... regardless of age.The two 'side goals' that drive your ultimate financial goal.

Links and Resources Mentioned in this Episode

The Income Investors AcademyFree Income Investing Mini-Course + WorksheetMintDividends Don't Lie by Geraldine Weiss

I think the first time I really understood the concept of supply and demand was in 1981. I had a part-time job at Sears and my little sister wanted a Cabbage Patch kid for Christmas. My Mom told me to do what I had to do to make sure she got that doll. I got it. Her name was Dolores Dotty, my sister was thrilled, and I got to bribe a dock worker to make sure that Cabbage Patch kid literally fell off the truck.

This Week’s Total Return:

26.11% 13.46% capital gains + 12.65% income yield.

In this episode, you’ll learn:

Why most dividend-paying stocks never see much share price growth.How stock buybacks boost share price and Shareholder Yield giving us a nice capital gain and higher Total Returns.When (and why) companies should buyback their own stock.My 3-step screen to find stocks that may potentially buyback their stock giving us the biggest bang for our Shareholder Yield buck.

Links and Resources Mentioned in this Episode

The Income Investors AcademySoFi Invest

Remember that movie A Few Good Men when Jack Nicholson, the corrupt General, was testifying and he yelled out “You want the truth? You can’t handle the truth!” Sometimes that’s what I feel like telling folks when they ask how they should be investing.

This Week’s Total Return:

26.56% 13.89% capital gains + 12.67% income yield.

In this episode, you’ll learn:

The ONLY number that matters to income investors (I guarantee it's not what you think).Why you should think of your portfolio as a "farm" for the best long-term results.A guy at my club who turned $50k into $1.7M and $60,500 a year in income with just a 5-stock portfolio of dividend payers.

Links and Resources Mentioned in this Episode

The Income Investors AcademySoFi InvestUncle Nearest Premium Whiskey

It's the biggest question stock investors have - what is the true value of a stock. In this episode, I give you 5 ways to answer that question.

This Week’s Total Return:

28.39% 16.00% capital gains + 12.39% income yield.

In this episode, you’ll learn:

Five ways you can value a stock to try to determine for yourself if your overpaying, paying just the right amount, or getting it for a discount.A deep dive into the 5 valuation formulas: Historical Multiples, PE Ratio, PS Ratio, Analysts Target, and RSI.

Links and Resources Mentioned in this Episode

The Income Investors AcademySoFi InvestyChartsYahoo Finance

Want to find a great stock on sale that you can buy for cheap? Look no further than CEO's Gone Wild.

This Week’s Total Return:

30.55% 18.13% capital gains + 12.42% income yield.

In this episode, you’ll learn:

My secret, proprietary value investing strategy to buy the best stocks the minute they go on sale.What value investing is and how it differs from income or growth investing.The Graham's Number formula - how most value investors like Warren Buffett find value stocks.Why and how my secret strategy is way better than Graham's Number for identifying discounted stocks that regain their value in weeks and months not years.

Links and Resources Mentioned in this Episode

The Income Investors AcademySoFi InvestyChartsGraham's Number Calculator

Investors who are in it for the long haul (like me) are just looking for our stock soulmates to stuff in a coffee can and hold for a long, long time.

This Week’s Total Return:

28.2% 15.85% capital gains + 12.35% income yield.

In this episode, you’ll learn:

The 3 things you need to be a successful investor. (Not trader; investor)How to find your 'stock soulmates' to stick in a coffee can so they can grow and compound forever.The 4 indicators I use to figure out what the heck is actually going on with the market.A deep dive into one of the stocks in my coffee can.

Links and Resources Mentioned in this Episode

The Income Investors Academy

I’ve been an active real estate investor and a passive real estate investor and passive wins all day every day and twice on Sunday. In this Total Returns episode, I show you exactly how much more equity and income you can make by not lifting a finger.

This Week’s Total Return:

27.97% 15.66% capital gains + 12.31% income yield.

In this episode, you’ll learn:

The difference between active real estate investing and passive real estate investing.What real estate investment trusts are and the 12 different property types they buy and hold. How to invest in REITs and earn 129% more capital gains (equity) and 30% more income than a rental over 30 years.

Links and Resources Mentioned in this Episode

The Income Investors AcademyNAREIT

The Spreadsheet Referenced in the Episode: