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? 🥳

I'm covering all of these questions (and more!) in this investing series.

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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 :)

👉 Click here to subscribe and grab your cheatsheets.

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EPISODE RESOURCES:

📊 Get Your FREE Retirement & Tax Analysis!

✏️ Grab the Episode Show Notes

📘 Check Out the Retirement Podcast Network

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.

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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 :)

👉 Click here to subscribe and grab your cheatsheets.

***

EPISODE RESOURCES:

📊 Get Your FREE Retirement & Tax Analysis!

✏️ Grab the Episode Show Notes

📘 Check Out the Retirement Podcast Network

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 🤯

Today on the show, I’m answering listener questions with the Retirement Answer Man himself, Roger Whitney.

Questions like, “What account type is the best retirement account type to fund after you’ve reached your savings goals?”

And, “What’s the best process for making important changes to your investments after learning you aren't invested properly?”

If you want to hear our answers to these great questions (and more!), 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 :)

👉 Click here to subscribe and grab your cheatsheets.

***

EPISODE RESOURCES:

📊 Get Your FREE Retirement & Tax Analysis!

✏️ Grab the Episode Show Notes

📘 Check Out the Retirement Podcast Network