EPS 23 - Dividend Dates Demystified: Ex-Date vs Record Date Made Simple episode artwork

EPISODE · May 30, 2023 · 15 MIN

EPS 23 - Dividend Dates Demystified: Ex-Date vs Record Date Made Simple

from Pink Money · host Jerry Williams

 In this episode of the Pink Money Podcast, Jerry unpacks the confusing world of “X-date.” While the media ties the term to debt ceiling debates, in the investing world it means something very different. Jerry explains the record date, declaration date, and ex-dividend date for mutual funds—what they mean for payouts, taxes, and your portfolio. Using simple examples, he breaks down how dividends and capital gains affect share prices, when it makes sense to buy, and why chasing distributions isn’t always the best move. Plus, he touches on tax considerations and smart planning tips so you can avoid costly mistakes and invest with confidence. 💬 Have a question or comment? Contact Jerry here

Episode metadata supplied by the publisher feed · Published May 30, 2023

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In this episode of the Pink Money Podcast, Jerry unpacks the confusing world of “X-date.” While the media ties the term to debt ceiling debates, in the investing world it means something very different. Jerry explains the record date, declaration date, and ex-dividend date for mutual funds—what they mean for payouts, taxes, and your portfolio. Using simple examples, he breaks down how dividends and capital gains affect share prices, when it makes sense to buy, and why chasing distributi...

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EPS 23 - Dividend Dates Demystified: Ex-Date vs Record Date Made Simple

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