All Episodes
Informed Investing — 134 episodes
Ep. 134: Beyond the AI Trade — Where Dividend Money Is Actually Working in 2026
Ep. 133: Quality Beats Yield — How the 'Boring' Dividend Funds Won 2026 on Total Return (SCHD, HDV, VYM vs SPY; SCHD vs SPYI; JNJ & LIN; Colgate)
Ep. 132: The Check Behind the Yield — PFE's Frozen Dividend, KO's 64-Year Dividend King Crown, VICI & Verizon's High Yields, Target's Turnaround, and MLPI's Manufactured Income
Ep. 131: Real, Covered Income vs. the Yield Mirage — MPLX vs. HESM Coverage, the 13% ETF That Owns No Stock (WTPI), Retail REITs, Defensive Staples, and the Quality-Over-Yield Screen
Ep. 130: Real Income vs. Rented Yield — AngloGold's FCF Dividend vs. 96%-Return-of-Capital ETFs, the Best High-Dividend ETFs for 2026, a $5,400/Month Retirement Portfolio, and Why Cash Flow Isn't Income
Ep. 129: Quality vs. Trap — ARCC's Rate-Regime Yield, Best Buy's 4.5% vs. UPS's Frozen Payout, a $6,200/Month 3-Ticker Retirement, and Why Yield Never Drives the Decision
Ep. 128: Durable Dividend or Trap? — MCD's Value-Trap Test, Microsoft's Quality Screen, the Dividend Kings Caveat, the Nasdaq Income-ETF Shootout & Where Your Next Dollar Goes
Ep. 127: Real Dividend Quality vs. Manufactured Yield — SCHD/DIVB Beat Tech, NNN & ITW Quality, REIT Earnings, the 5-Income-ETF Test & the Tax Layer
Ep. 126: Real Income vs. Manufactured Yield — Gold ETFs, S&P Option-Income, SCHD & Vanguard's Overlooked Funds
Ep. 125: The Dividend Dilemma — Value Bargains vs. Yield Traps
Ep. 124: Real Income vs. Manufactured Yield — What Actually Funds the Payout
Ep. 123: Mispriced — AI Panic Markdowns, All-Time Highs, and the 18% Yield That Lost Money
Ep. 122: Quality on Sale — Real Dividends vs. Manufactured Yield
Ep. 121: Building Durable Income Through Strategic Dividend Growth
Ep. 120: The Yield Reality Check — Real Income vs. Manufactured Yield
Ep. 119: Buy Once, Hold Forever — Real Income vs. Manufactured Yield
Ep. 118: The Income That Lasts vs. The Income That Fades
Ep. 117: Real Yield vs. Manufactured Yield — Which Dividend Checks Actually Last
Ep. 116: The Yield Trap — Is That Dividend Real, or Is It Your Own Money Coming Back?
Ep. 115: The Yield Spectrum — From Bulletproof Dividends to 12% Yields the Market Dares You to Trust
Ep. 114: The Income Ladder — From Safe Cash to Fat Covered-Call Yields, and How to Tell Real Income From Manufactured
Ep. 113: The Rotation Widens — Value, REITs, and the International Dividend Trade of 2026
Ep. 112: Beyond the Yield — The Rotation, and How to Spot Real Income vs. a Manufactured 15%
Ep. 111: Two Ways to Get Paid — Owning Dividend Growth vs. Renting High Yield
Ep. 110: Real Income vs. Manufactured Yield — The Durable Dividend Lens
Ep. 109: Beyond the AI Trade — Where Dividend Money Is Actually Working
Ep. 108: A High Yield Is a Promise — Which Funds Can Actually Keep It?
Ep. 107: The Distribution Rate Is the Easy Part — What Actually Backs the Yield
Ep. 106: What Actually Backs a Dividend — KHC's 6% Test, Realty Income, and the Value Traps
Ep. 105: Read What's Under the Yield — Coverage, Cuts & the 2026 Dividend Rotation
Ep. 104: Read What's Under the Hood of the Yield — NAV Erosion, Return of Capital & What You Actually Keep
Ep. 103: The Yield Is Only Half the Story — Total Return, NAV Erosion & What You Actually Keep
Ep. 102: Where Dividend Money Is Actually Working — Total Return vs. Yield, the Value Rotation, and Durable Income
Ep. 101: The Yield Is Only Half the Story — Total Return, Coverage, and What's Under the Hood (O, HDV, QQQI, CSHI, AMCR, Vanguard)
Ep. 100: Your Index Got Concentrated — The Income Playbook (OVL, CSHI, Tap Alpha, ABBV vs LLY, KMB)
Ep. 99: The Yield Truth — Is the Income Real? QQQI's 97% ROC, SCHD vs the S&P, Realty Income, and Pfizer's 7%
Ep. 98: Is the Payout Covered? 3M's Rising Ratio, JPMorgan's Buyback Tilt, SCHD vs Rates, and Where the Yield Risk Hides
Ep. 97: Is the Yield Real? DDDD vs SCHD, Verizon's 20-Year Streak, CHPY's Semis, and the Payout-Ratio Question
Ep. 96: The Honest Math on Income — SCHD vs VIG, Covered-Call Yields, and Dividend Kings on Sale
Ep. 95: Honest Math on Income — Covered Dividends, Real Yields, and the 20% Trap
Ep. 94: Durable Retiree Income — Real Bargains vs Yield Traps
Ep. 93: Buying What Wall Street Abandoned — Dividend Bargains, Monthly Income, and a Media Breakup
Ep. 92: The Honest Math of Income — From 1% to 100% Yields, and What Actually Survives
Ep. 91: The Honest Math of Income — VOO's Hidden AI Bet, the Rotation Trade, Covered-Call Yield & Where Durable Income Hides
Ep. 90: The Honest Math of Income — Thin Dividend Coverage, Bond Yields That Lie, Premium Compression & Where Income Is Hiding
Ep. 89: The Strategic Dividend Playbook — Growth Engine, High-Yield Income, Tax-Smart Placement & Where Value's Hiding
Ep. 88: Build It Right — The Dividend-Growth Core, Honest Income Math & Buying With a Margin of Safety
Ep. 87: Quality Dividends vs. the High-Yield Trap — Kings & Aristocrats (PEP, SPGI, BMI, VZ) and the Honest Truth About Income ETFs (§1256, NAV, Option Drag)
Ep. 86: Building a Dividend Core — SCHD vs VOO, the Anchor That Survives a Crash, Quality on Sale (MSFT & ADP) & the Honest Income Zoo
Ep. 85: Manufacturing Durable Income — 60-Year Dividend Kings, the $10K-to-$300/Month Blueprint, OVL's Put-Spread Edge & the High-Yield 'Zoo'
Ep. 84: Real Income in a Low-Yield, Late-Cycle Market — Small-Cap Rotation, Defensive Dividends, VIG Over Headline Yield & Covered-Call Income Without the NAV Bleed
Ep. 83: Income When the Index Yield Dies — 15% Covered-Call ETFs, High Yield Without NAV Decay, Safe Dividend Growth & Reading the Late Cycle
Ep. 82: High Yield Without the Hangover — Tax-Smart Covered-Call & 0DTE Income ETFs, Genuinely Safe Dividends & Drawdown-Proofing
Ep. 81: Current Income Without Wrecking Your Capital — Next-Gen Covered-Call ETFs, 6% Bond Income & Dividend Growth on Sale
Ep. 80: Durable Income — Total Return Over Headline Yield, Dividend Growth on Sale & the '13% Daily Dividend' Trap
Ep. 79: Income With Discipline — Asset Location, the Covered-Call Arms Race & Where Durable Yield Actually Lives
Ep. 78: Quality Over Yield — The Case for Dividends, the High-Yield Illusion & Where Durable Income Actually Lives
Ep. 77: Real Income vs. the High-Yield Illusion — YieldMax's NAV Melt, Tax-Smart Income & Quality Dividend Growers
Ep. 76: Cheap Blue-Chip Dividends, the International ETFs Beating SCHD & the Options-Income Boom — Plus the Yield Traps to Avoid
Ep. 75: The S&P's 1800s-Low Yield, the Income-ETF Shakeout & What to Buy Instead of VOO and QQQ
Ep. 74: Dividend Traps to Dodge, the Covered-Call Weekly-Income Showdown & a Four-Fund Yield-and-Growth Blueprint
Ep. 73: High-Yield Names, a Retirement Income Blueprint & the Covered-Call ETF Showdown
Ep. 72: Senior Housing REITs, Hidden Value Stocks & NASDAQ Income ETF Showdown
Ep. 71: Tactical Covered Calls, BDC Yield Traps & Dividend ETF Upgrades
Ep. 70: Realty Income Fortress, Covered Call Playbooks & The QQQI vs QDVO Tax War
Ep. 69: Dividend Kings, Healthcare Growth & OBDC at 77 Cents on the Dollar
Ep. 68: BDC Bargain Hunting, Three-Bucket Retirement & Top Dividend ETF Picks
Ep. 67: QQQI Income Machine, Dividend Aristocrat Screening & Three-Bucket Retirement Portfolios
Ep. 66: Income Across Asset Classes, Tactical Covered Calls & Insider Buying Signals
Ep. 65: REIT Dividend Hikes, 60/40 Rethink & Top Monthly Income ETFs
Ep. 64: Daily Dividends, JP Morgan's New Income Plays & When to Sell Winners
Ep. 63: Berkshire Shakeup, Tax-Smart Income & Medtronic Deep Dive
Ep. 62: Informed Investing Ep 62: Dividend Stocks Crushed, 52-Week Low Bargains & Inflation Hits 3.8%
Ep. 61: Informed Investing Ep 61: Yield Traps, ETF Selection & Semiconductor Dividend Play
Ep. 60: BDC Dividend Cuts, SCHD vs FDVV & Recession-Ready Portfolios
Ep. 59: Weekly Income Machines, Founder-Led Growth & The Dividend Debate
Ep. 58: Defensive Dividends, Congressional Buys & The Art of Doing Nothing
Ep. 57: Dividend Kings, AI Picks-and-Shovels & Hybrid Income Strategies
Ep. 56: Dividend Dynamics: Balancing High Yield and Portfolio Stability
Ep. 55: SCHD Reconstitution, Quality ETF Screening & Dividend Growers Deep Dive
Ep. 54: Informed Investing: Dividend Kings, Discounted Growers & NASDAQ Income ETF Showdown
Ep. 53: Covered Call ETFs, Earnings Recap & BDC Deep Dive
Ep. 52: Informed Investing: High Yield Strategies and Dividend Growth Analysis
Ep. 51: Informed Investing: High-Yield Income and Dividend Growth Strategies
Ep. 50: Informed Investing Ep 50: Earnings Season Highlights, Discounted Stocks & Income Strategies
Ep. 49: Dividend Growth vs High-Yield, Insider Buying & Morningstar Changes Mind
Ep. 48: High-Yield Strategies and Risk-Hedged Income Plans
Ep. 47: High-Yield Investing Strategies for Dividend and Income Portfolios
Ep. 46: The Income Investor's Toolkit: Covered Calls, Dividend Compounders & Yield Traps
Ep. 45: Sustainable Income: Finding Real Yield Without the Traps
Ep. 44: Income ETF Stress Tests, Healthcare REIT IPO & Dividend King Bargains
Ep. 43: Dividend Kings, True Passive Income ETFs & International Opportunities
Ep. 42: Monthly Dividend Safety, JNJ Slow Growth, Goldman Sachs Earnings, and Covered Call ETF Rankings
Ep. 41: International ETFs, Dogs of the Dow, SCHD vs Options, and Retiring on $500K
Ep. 40: Energy Dividend Safety, 52-Week Low Bargains & YieldMax Reality Check
Ep. 39: Income ETF Stress Tests, Undervalued Dividend Picks & Buy-and-Hold Forever Portfolios
Ep. 38: Covered Call ETF Truth, DDDD Doubles SCHD & Undervalued Dividend Picks
Ep. 37: Comeback Stocks, Beginner Portfolios & the Dividend Risk Spectrum
Ep. 36: ETF Rotation, Yield Trap Warnings & Kimberly-Clark Merger Deep Dive
Ep. 35: De-Risking Playbook, BDC Yield Pressure & Auto-Callable Income Innovation
Ep. 34: REIT Dividend Dynamos, SPHD's Breakout Q1 & the Salary Replacement Math
Ep. 33: SCHD's Breakout Year, Crisis-Proof Dividends & the Yield Chasing Reality Check
Ep. 32: Income ETF Surge, $100/Day Dividend Machines & Holding the Line
Ep 31: Goldman Energy Picks, Realty Income Debate, 12% CEFs & Sanofi Bargain
Ep 30: CPG Food Crash, YieldMax Reckoning, VICI Deep Dive & Growth vs Dividends
Ep 29: SCHD Shakeup, Weekly Income ETFs, Nike's 71% Discount & Bear Market Income Playbook
Ep 28: Covered Call ETF Showdown, Bargain Dividend Kings & Bitcoin Income Plays
Ep 27: Income ETF Stress Test, Defensive Dividends & High-Yield Hidden Gems
Ep. 26: SCHD Reconstitution Deep Dive, REIT Fundamentals & High-Yield Income ETFs
Ep 25: Realty Income Deep Dive, SCHD Q1 Hike & NEOS Income Portfolios
Ep 24: SCHD Reconstitution, Covered Call Income & Dividend King Safety
Ep 23: Dividend King Bargains, Covered Call Rankings & BDC Showdown
Ep. 22: Dividend Compounders, GPIX Strategy & Slowdown-Proof Screening
Ep. 21: Healthcare Dividends, Retirement Math & AI Infrastructure Plays
Ep. 20: Income ETFs, Energy Dividends & The Covered Call Debate
Ep 19: Energy Dividends Surge, YieldMax Reality Check & Dividend Growth Playbook
Ep 18: SCHD Breakout, Zero-DTE Income & Dividend Workhorses
Ep 17: S&P 500 Fund Picking, Covered Call Showdown & NAV Erosion Solutions
Ep 16: SCHD Reconstitution, BDC Screening & Dividend Growth Math
Ep 15: Crash-Proof Dividends, BDC Reality Check & Timberland Deep Dive
Ep 14: SCHD Dominance, Tax-Smart Income & Consumer Staples Revival
Ep 13: SCHD Overdrive, BDC Bargains & Covered Call Evolution
Ep 12: Covered Call ETF Showdown, Energy Midstream & BDC Bargains
Ep. 11: Energy Dividends, Realty Income Debate & YieldMax Controversy
Ep. 10: Income ETFs, Semiconductor Dividends & Retirement Income Machines
Ep. 9: Weekly Income Machines, SCHD Reconstitution & Early Retirement Math
Ep. 8: Covered Call ETF Rankings, Tax-Smart Income & Dividend Trap Warnings
Ep. 7: Income ETF Showdown - JEPI Finished Dead Last in Total Returns
Ep. 6: Software Crash Bargains, Income ETF Innovation & Global Diversification
Ep. 5: International Dividend Dogs Crush the S&P - NAV Stress Tests and Building a Million-Dollar Portfolio
Ep. 4: Dividend Investing Is the Ultimate AI Hedge
Ep. 3: Buying Microsoft At $384 And 11% Yields
Ep. 2: High Dividend Yields Are Eating Your Principal
Ep. 1: The Four Million Dollar Barbell Strategy