Dividend Stockpile

In an era of high market concentration and sudden volatility spikes, investors are increasingly asking: 'How do I stay invested without losing sleep?' I sat down with Si Katara, CEO of TappAlpha, to discuss how their unique daily income engine (powered by 0DTE technology in TSPY and TDAQ) helps investors stay the course. We do a deep dive into the often-ignored world of tax classifications—proving that in 2026, your 'tax alpha' is just as important as your market alpha.If you want a better way to track your dividend portfolio, try Snowball Analytics! Here is my referral link (no added cost to you): https://snowball-analytics.com/register/dividendstockpileor you can use my promo code: DIVIDENDSTOCKPILE.

Are you looking for high-quality dividends without sacrificing growth? I’m joined by Christian Magoon, CEO and Founder of Amplify ETFs, live from the Future Proof conference in Miami. Amplify has become a leader in the income space, and today we are doing a deep dive into their powerhouse "YieldSmart" suite: DIVO, IDVO, and QDVO.Most income investors are familiar with DIVO (Amplify Enhanced Dividend Income ETF), but in 2026, the landscape has shifted. We discuss how Amplify’s tactical covered call strategy has evolved to handle the current volatility, and why adding IDVO (International) and QDVO (Growth/Tech) might be the missing pieces in your income puzzle.In this interview, we cover:The Amplify Philosophy: Why active management is crucial for covered call strategies.DIVO vs. The Market: How DIVO selects "High-Quality" dividend payers and why it avoids the "yield trap."The QDVO Explosion: How to generate double-digit yields from growth and tech stocks like NVIDIA and Apple.Going Global with IDVO: Why international dividends are a massive (and overlooked) opportunity in 2026.Tactical Covered Calls: How Amplify manages the "upside cap" to ensure you don't miss out on bull runs.#AmplifyETFs #DIVO #IncomeInvesting #DividendStocks #QDVO #MonthlyIncome #ChristianMagoon #ETFInvesting #PassiveIncome2026If you want a better way to track your dividend portfolio, try Snowball Analytics! Here is my referral link (no added cost to you): https://snowball-analytics.com/register/dividendstockpileor you can use my promo code: DIVIDENDSTOCKPILE.

Is the "Passive Bubble" finally reaching a breaking point? I sat down with Mike Green, Portfolio Manager and Chief Strategist at Simplify, live from the Future Proof conference in Miami to discuss the structural shifts moving the markets in 2026.Mike is widely known for his groundbreaking work on how passive flows distort price discovery, but in this interview, we pivot to actionable solutions. We explore the Simplify philosophy and dive deep into how income investors can actually thrive in a market defined by high volatility and "inelastic" flows.We also take a close look at the Simplify High Yield ETF (CDX). Mike explains how this fund aims to provide high-yield exposure while utilizing sophisticated credit default swaps to manage the very risks that passive indexing ignores.About Simplify:Simplify Asset Management was founded to help advisors and investors solve today’s most pressing portfolio challenges by providing next-generation building blocks that pair traditional asset classes with institutional-grade derivatives.#MikeGreen #Simplify #PassiveInvesting #IncomeInvesting #HighYield #CDX #StockMarket2026 #FutureProof #ETFInvestingIf you want a better way to track your dividend portfolio, try Snowball Analytics! Here is my referral link (no added cost to you): https://snowball-analytics.com/register/dividendstockpileor you can use my promo code: DIVIDENDSTOCKPILE.

Weekly Income from Gold & Silver? (The XFUNDS GLDN & SLVX Strategy)Are you tired of "dead money" commodities that just sit in a vault? In this exclusive interview, we sit down with David Nicholas, President of XFUNDS, to dive into their two groundbreaking new ETFs: GLDN (Nicholas Gold Income ETF) and SLVX (Nicholas Silver Income ETF).For decades, investors have held gold and silver as a hedge, but they’ve always lacked one thing: consistent yield. David explains how XFUNDS has solved this by combining physical metals, high-performing miners, and a sophisticated weekly options-writing strategy to generate a "triple threat" of income, growth, and stability.If you want a better way to track your dividend portfolio, try Snowball Analytics! Here is my referral link (no added cost to you): https://snowball-analytics.com/register/dividendstockpileor you can use my promo code: DIVIDENDSTOCKPILE.

In this episode, I sit down with Howard Chan, CEO of Kurv Investment Management, to break down their Metals Enhanced Income ETF lineup: • Kurv Gold Enhanced Income ETF (KGLD) • Kurv Silver Enhanced Income ETF (KSLV) • Kurv Copper Enhanced Income ETF (KCOP)Gold. Silver. Copper.But with an income-focused twist.Instead of simply holding physical metals or mining stocks, Kurv uses an options-based strategy designed to generate income while maintaining exposure to the underlying metals. In today’s market environment — with inflation concerns, geopolitical tensions, and ongoing demand for hard assets — many investors are asking:👉 Can metals generate reliable income?👉 How do covered call strategies work on commodities?👉 What are the trade-offs between upside participation and yield?👉 Where do these ETFs fit in an income portfolio?Howard walks us through:• The objectives behind KGLD, KSLV, and KCOP• How the enhanced income strategy works• Risk considerations investors need to understand• How copper differs from gold and silver in an income strategyIf you’re an income investor looking beyond traditional dividend stocks and into alternative income strategies, this conversation is for you.📌 As always, this is for educational purposes only — not investment advice.If you enjoy deep dives into income ETFs, options-based strategies, and real-world portfolio construction, make sure to like, subscribe, and join the Dividend Stockpile community.If you want a better way to track your dividend portfolio, try Snowball Analytics! Here is my referral link (no added cost to you): https://snowball-analytics.com/register/dividendstockpileor you can use my promo code: DIVIDENDSTOCKPILE.Join this channel to get access to perks:https://www.youtube.com/channel/UC5nncWeDeE7WvMM530DHwkg/join

In this interview, I sit down with Chris Getter, Managing Director and Portfolio Manager at Simplify Asset Management, to break down the FOXY ETF — the Simplify Currency Strategy ETF.Most investors think in terms of two asset classes: stocks and bonds.But what if currency is the third?FOXY is designed as an “all-weather” currency strategy that aims to generate income and diversification by combining two core engines:• An Emerging Markets carry strategy• A G10 mean reversion strategyIn this deep dive, we cover: • What the FOXY ETF actually does • How the carry trade works in emerging markets • How G10 mean reversion complements the strategy • How the fund seeks to generate returns • Internal guardrails designed to reduce carry trade unwind risk • Counterparty risk in currency futures contracts • Current holdings and portfolio structure • Yield, distribution schedule, and fees • Section 1256 tax treatment (60/40 rule) and potential tax advantages • How FOXY has navigated tariffs, dollar volatility, and geopolitical risk • Where this ETF fits inside an income-focused portfolioIf you’re an equity or bond investor looking for alternative income sources, macro diversification, or a way to reduce correlation to traditional assets, this conversation is worth your time.As always, this is an educational discussion — not financial advice.👇 Let me know in the comments:Would you add currency exposure to your portfolio?⸻Topics Covered:FOXY ETF reviewSimplify Currency Strategy ETFCurrency carry trade strategyEmerging markets carryG10 currency mean reversionSection 1256 tax treatmentAlternative income ETFsPortfolio diversification strategiesCurrency investing for income investors#FOXY #CurrencyETF #IncomeInvesting #CarryTrade #DividendStockpile #ETFInvesting #PortfolioDiversificationIf you want a better way to track your dividend portfolio, try Snowball Analytics! Here is my referral link (no added cost to you): https://snowball-analytics.com/register/dividendstockpileor you can use my promo code: DIVIDENDSTOCKPILE.Join this channel to get access to perks:https://www.youtube.com/channel/UC5nncWeDeE7WvMM530DHwkg/join

In this episode, we sit down again with Barry Martin, Portfolio Manager at Shelton Capital Management, for a deeper dive into the Shelton Equity Premium Income ETF — SEPI.Since launching in September 2025, SEPI has drawn significant attention from income-focused investors looking for a way to balance equity exposure with options-based premium income. But how has it actually performed since inception? And how should investors think about total return compared to the S&P 500?In this interview, we cover:• A refresher on SEPI’s equity premium income strategy• The types of companies that make it into the portfolio• How active management plays a role in positioning• How the fund balances stock exposure with options• Performance since launch• SEPI vs the S&P 500 — income vs total return• Where SEPI has added the most value so far (income, downside protection, volatility control)• Who SEPI is best suited for• Where it fits inside a diversified income portfolioWith markets facing valuation concerns and continued volatility, many investors are asking how to generate income without taking on unnecessary risk. SEPI aims to provide a disciplined approach to equity exposure while generating option premium to support consistent income.If you’re an income investor looking for smoother returns across a full market cycle, this is a conversation you won’t want to miss.Subscribe to Dividend Stockpile for in-depth ETF interviews, income strategy breakdowns, and real-world portfolio discussions.If you want a better way to track your dividend portfolio, try Snowball Analytics! Here is my referral link (no added cost to you): https://snowball-analytics.com/register/dividendstockpileor you can use my promo code: DIVIDENDSTOCKPILE.Join this channel to get access to perks:https://www.youtube.com/channel/UC5nncWeDeE7WvMM530DHwkg/join#IncomeInvesting #ETF #CoveredCallETF #DividendInvesting #OptionsIncome #SEPI #EquityPremiumIncome

Brand new series: Income Investing Education Series on Dividend StockpileIn this episode, I sit down with Si Katara from TappAlpha to break down one of the most talked-about topics in the income investing world right now:👉 0DTE options strategies vs. 30-day options strategiesWhat’s the difference?Which approach generates more consistent income?How does risk actually compare?And what should income-focused investors understand before choosing one over the other?We dive deep into:• What 0DTE (Zero Days to Expiration) options really are• How 30-day options strategies are typically structured• Income potential vs. risk tradeoffs• Volatility exposure and time decay differences• Portfolio impact and capital efficiency• Who each strategy may (or may not) be appropriate forWith the explosion of 0DTE trading activity in the options market, many income investors are asking whether shorter-duration strategies offer better yield—or simply higher risk. Si explains how both approaches work under the hood and how professional managers think about managing risk, drawdowns, and consistency.If you’re investing in covered call ETFs, income-focused ETFs, or building your own options income strategy, this discussion will help you better understand the mechanics behind these strategies.As always, this series is about education — not selling.Time Stamps00:00 Introduction to the Income Investing Education Series00:20 Welcome Si Katara from TappAlpha00:27 0DTE vs 30 DTE options strategies01:46 Si's history with options 03:51 Buying vs. selling options04:29 Differences in length of options contracts08:15 Why do a 0DTE option strategy?13:15 Are 0DTE options gambling?15:54 Time Decay (Theta) breakdown18:31 What are the benefits of a 30 day option?21:03 Why is the "per-day" premium on a 0DTE option higher than a 30 day option?22:40 How does Delta fit into the risk/reward calculation?25:17 Systematic vs. Active ETF options strategies28:10 Will 30 day options go extinct?29:12 How can someone new to options get started?32:19 TappAlpha's options strategies33:45 SummaryIf you enjoy deep dives into dividend investing, income ETFs, options income strategies, and portfolio construction, make sure to subscribe and follow Dividend Stockpile for more interviews and breakdowns.#IncomeInvesting #OptionsTrading #0DTE #CoveredCalls #DividendInvesting #OptionsIncome #ETFInvesting #PassiveIncome #PortfolioStrategy #FinancialEducationIf you want a better way to track your dividend portfolio, try Snowball Analytics! Here is my referral link (no added cost to you): https://snowball-analytics.com/register/dividendstockpileor you can use my promo code: DIVIDENDSTOCKPILE.Join this channel to get access to perks:https://www.youtube.com/channel/UC5nncWeDeE7WvMM530DHwkg/join

Welcome back to Dividend Stockpile! In this exclusive interview, we sit down with Sean O’Hara, President of Pacer ETFs, to break down two of the most unique dividend ETFs on the market today: QDPL and QSIX.These ETFs track the S&P 500 and the Nasdaq-100 — but with a twist: they aim to deliver 400% (4x) and 600% (6x) of the dividend income generated by their respective indexes.And here’s the key:✅ No leverage✅ No covered call options strategy✅ No upside price caps✅ Monthly distributions✅ Designed for high cash flow with long-term growth exposureIn this deep dive, we cover:• How the dividend multiplier strategy actually works• The role of dividend futures in the portfolio• Target equity exposure (~88%) and income overlay (~12%)• Yield potential and distribution frequency• Expense ratios and fee structure• Risk management during volatile markets• Historical performance vs benchmarks• How QDPL and QSIX fit into a diversified dividend or total return portfolio• Who these ETFs may (and may not) be suitable forIf you’re a dividend growth investor looking for monthly income, inflation-aware cash flow, and broad large-cap exposure, this is a must-watch conversation.Tickers Covered:QDPL – Pacer Metaurus US Large Cap Dividend Multiplier 400 ETFQSIX – Pacer Metaurus Nasdaq-100 Dividend Multiplier 600 ETFIf you enjoy deep dives into dividend ETFs, income investing strategies, high-yield ETFs, and innovative income products — subscribe to Dividend Stockpile and join the community focused on building sustainable cash flow portfolios.If you want a better way to track your dividend portfolio, try Snowball Analytics! Here is my referral link (no added cost to you): https://snowball-analytics.com/register/dividendstockpileor you can use my promo code: DIVIDENDSTOCKPILE.Join this channel to get access to perks:https://www.youtube.com/channel/UC5nncWeDeE7WvMM530DHwkg/join#DividendInvesting #ETFInvesting #MonthlyIncome #HighYieldETF #QDPL #QSIX #PacerETFs #DividendGrowth #SP500 #Nasdaq100 #IncomeInvesting

Tesla and Nvidia are two of the most volatile mega-cap stocks in the market. Big upside… but big drawdowns too.What if there were a way to gain exposure to TSLA and NVDA while incorporating a level of downside protection and income potential?In this interview, I sit down with Will Rhind, CEO of GraniteShares, to break down their first-to-market single-stock autocallable ETFs: • TLA – GraniteShares Autocallable TSLA ETF • ANV – GraniteShares Autocallable NVDA ETFWe discuss:✔️ How autocallable ETFs work✔️ How TLA & ANV aim to provide downside buffers✔️ The income component and distribution mechanics✔️ What happens in volatile or declining markets✔️ Risks investors need to understand✔️ Who these ETFs may (and may not) be appropriate forIf you’re interested in income strategies, structured ETFs, options-based ETFs, or alternative ways to manage volatility in high-growth names like Tesla and Nvidia, this is a must-watch.As always, this is for educational purposes only — do your own due diligence before investing.⸻Topics Covered:00:00 Introduction00:24 Welcome Will Rhind, CEO of GraniteShares00:43 Overview of GraniteShares Autocallable ETFs01:53 Why create a single-stock autocallable ETF?03:34 What are the yield expectations?04:36 What is an Autocallable?06:03 How does an autocallable work in an ETF?09:22 How the barrier works10:46 How the autocall feature works11:53 Transparency in the holdings12:55 What happens if the barrier breaks?14:25 What is the upside potential?16:26 Differences between TLA and ANV?16:53 Are there more autocallable ETFs coming at GraniteShares?17:39 What are the fees for these ETFs?18:10 Tax implications19:01 Section 19a misconceptions21:04 Who are these ETFs geared to?23:13 SummaryIf you want a better way to track your dividend portfolio, try Snowball Analytics! Here is my referral link (no added cost to you): https://snowball-analytics.com/register/dividendstockpileor you can use my promo code: DIVIDENDSTOCKPILE.

Is your portfolio ready for a market shift? In this deep dive, we sit down with Paisley Nardini, Managing Director at Simplify Asset Management, to break down the Simplify Managed Futures Strategy ETF (CTA).Managed futures have historically been one of the few asset classes to provide "crisis alpha"—performing well when both stocks and bonds are down. We explore how CTA uses systematic, rules-based models to navigate today’s volatile markets and why it might be the "hedge you get paid to own."Key Takeaways:✅ Low Correlation: Why CTA doesn't move with the S&P 500.✅ Cash Management: How Treasury bill collateral drives the fund's internal yield.✅ Systematic Edge: How 20+ years of Altis Partners' data removes human emotion from trading.Resources Mentioned:Simplify CTA Fund Page: https://www.simplify.us/etfs/cta-simplify-managed-futures-strategy-etfSimplify Educational Alt Center: https://www.simplify.us/educationConnect with Simplify:www.simplify.usTwitter: @SimplifyAsstMgt#SimplifyCTA #ManagedFutures #IncomeInvesting #PortfolioDiversification #PaisleyNardini #ETFs #InvestingStrategyDisclaimer: Not financial advice. Investing involves risk, including the possible loss of principal. Please read the prospectus carefully before investing.If you want a better way to track your dividend portfolio, try Snowball Analytics! Here is my referral link (no added cost to you): https://snowball-analytics.com/register/dividendstockpileor you can use my promo code: DIVIDENDSTOCKPILE.

Sports teams. Concerts. Live events. Billionaires love them — now investors can access them too.In this episode of Dividend Stockpile, I sit down with Chris Marangi from Gabelli to discuss their brand-new ETF, GOLS (Gabelli Opportunities In Live and Sports ETF). This unique ETF invests in the companies powering the global sports and live entertainment ecosystem.We break down why sports franchises have become one of the most valuable asset classes in the world, how media rights and streaming are reshaping sports economics, and why live events continue to thrive even in uncertain markets.You’ll also learn how GOLS provides exposure to: • Publicly traded sports teams and leagues • UFC, WWE, Formula One, MLB, NBA, and global soccer • Concert venues, ticketing platforms, and live entertainment companies • Media partners and sports content ownersThis video is perfect for investors looking for non-traditional ETFs, thematic investing ideas, and long-term capital appreciation strategies.Could sports and live entertainment be one of the best diversification tools in modern portfolios? Let’s break it down.If you want a better way to track your dividend portfolio, try Snowball Analytics! Here is my referral link (no added cost to you): https://snowball-analytics.com/register/dividendstockpileor you can use my promo code: DIVIDENDSTOCKPILE.

I sit down with Joey Agree, CEO of Agree Realty (ADC), to break down what’s really happening in the net lease REIT space—and what investors should be watching next.We cover how Agree Realty has built one of the strongest balance sheets in retail real estate, why high-quality tenants matter more than ever, and how the company thinks about growth, risk, and dividends in today’s higher-rate environment.Whether you’re already an ADC shareholder or just looking to understand how net lease REITs fit into a long-term income portfolio, this conversation is packed with real-world insights straight from the top.Topics we discuss: • Joey’s background and the evolution of Agree Realty • The current state of the net lease REIT sector • Tenant performance and retail resiliency • How interest rates impact REIT valuations and growth • Dividend safety, balance sheet strength, and long-term strategyTime Stamps:00:00 Introduction00:31 Welcome Joey Agree00:50 Background of Agree Realty03:13 What is a "net-lease"?04:13 What does ADC invest in?06:30 What does ADC not invest in?08:09 The Death of Physical Retail?12:16 2026 ADC investment guidance14:24 ADC stock facts16:04 How does ADC balance dividend growth and balance sheet strength?17:55 How does ADC evaluate tenants to identify issues?20:55 How ADC uses Ground Leases23:14 How are interest rates afffecting ADC?25:24 Rapid Fire Questions27:05 Outro and thank youIf you’re focused on dividend growth, real estate income, and portfolio durability, this is a must-watch.👍 If you find this helpful, hit like, subscribe, and let me know your thoughts on net lease REITs in the comments.If you want a better way to track your dividend portfolio, try Snowball Analytics! Here is my referral link (no added cost to you): https://snowball-analytics.com/register/dividendstockpileor you can use my promo code: DIVIDENDSTOCKPILE.

In this interview, I’m joined by Mike Khouw at YieldMax to break down how their high-yield ETFs work and whether income investors should be taking another look.YieldMax ETFs are known for eye-catching yields, but they also come with important tradeoffs. We discuss how these strategies generate income, the risks investors often overlook, and the types of portfolios where YieldMax may—or may not—make sense.This is a must-watch for investors exploring high income ETFs, options-based income strategies, and monthly cash flow in today’s market.Topics covered:• How YieldMax ETFs generate income• Why yields are so high• Key risks and misconceptions• YieldMax vs traditional income ETFs• Who these funds are designed for• Is now the right time to reconsider YieldMax?Time Stamps:00:00 Introduction to Mike Khouw and YieldMax00:57 Who is YieldMax and Mike's background05:05 What sets YieldMax apart from other high-yield ETF providers08:15 Why total return matters. Real world example.14:03 Why diversification matter in high yield strategies19:40 The best NAV Erosion explanation I have ever heard!28:19 What type of high-yield ETFs are in the most demand from investors today32:56 Where to get more info about YieldMax ETFs?👉 Subscribe for more ETF deep dives and income investing interviews.If you want a better way to track your dividend portfolio, try Snowball Analytics! Here is my referral link (no added cost to you): https://snowball-analytics.com/register/dividendstockpileor you can use my promo code: DIVIDENDSTOCKPILE.

In this video, I walk through my monthly review of my Quality Dividend Growth Portfolio. We’ll break down current portfolio balances, dividends received, new buys and additions, and the latest news impacting my holdings.I’ll also share how the portfolio is positioned going forward, what’s driving income growth, and how I’m thinking about risk, valuations, and long-term dividend sustainability. If you’re focused on building reliable income and compounding wealth over time, this monthly update will give you a transparent, real-world look at how a dividend growth strategy plays out.As always, this is not financial advice—just sharing my personal portfolio and process.If you want a better way to track your dividend portfolio, try Snowball Analytics! Here is my referral link (no added cost to you): https://snowball-analytics.com/register/dividendstockpileor you can use my promo code: DIVIDENDSTOCKPILE.

I’m joined by Matthew Tuttle, CEO of Tuttle Capital Management, to break down two of the firm’s newest ETF launches: MAGO (Tuttle Capital Magnificent 7 Income Blast ETF) and BITK (Tuttle Capital Bitcoin 0DTE Covered Call ETF) — part of Tuttle’s new Income Blast ETF series.Options-based income ETFs have exploded in popularity, but not all strategies are created equal. In this conversation, we walk through how MAGO and BITK are structured, the options strategies they use, and what income-focused investors need to understand about yield, upside participation, volatility, and NAV risk.We discuss why Tuttle launched the Income Blast series, what market conditions led to these products, and how these ETFs differ from more traditional covered call ETFs. Matt also explains how the funds attempt to generate income from the Magnificent 7 stocks and Bitcoin exposure, including the use of 0DTE options, and what tools are used to manage risk and limit long-term NAV erosion.If you’re researching high income ETFs, options income strategies, covered call ETFs, or looking to understand newer ETF structures tied to technology stocks or Bitcoin, this video provides a clear framework for evaluating whether MAGO or BITK belong in an income-focused portfolio.⸻Topics covered in this video include:• What the Income Blast ETF series is and why it was launched• How MAGO and BITK generate income• The role of options and 0DTE strategies in ETFs• Yield potential vs risk and volatility• NAV erosion, upside capture, and portfolio fit• Who these ETFs may — and may not — be appropriate forTickers discussed: MAGO, BITKIssuer: Tuttle Capital ManagementStrategy: Options-Based Income ETFs / Covered Call ETFsIf you want a better way to track your dividend portfolio, try Snowball Analytics! Here is my referral link (no added cost to you): https://snowball-analytics.com/register/dividendstockpileor you can use my promo code: DIVIDENDSTOCKPILE.Join this channel to get access to perks:https://www.youtube.com/channel/UC5nncWeDeE7WvMM530DHwkg/join

I’m joined by Mac Sykes, Portfolio Manager at Gabelli, for a deep dive into the Gabelli Financial Services ETF (GABF) and how active management is being used in today’s financial sector.We break down how GABF differs from traditional financial and bank ETFs, the types of financial services stocks the fund invests in, and where Gabelli is seeing value in banks, insurers, and diversified financial companies. Mac also shares his outlook on interest rates, inflation, monetary policy, and how these macro forces are impacting financial stocks and valuations.If you’re researching financial sector ETFs, bank ETFs, or looking for an actively managed financial services ETF, this conversation provides insight into how professional investors are positioning for the current market cycle and beyond.If you want a better way to track your dividend portfolio, try Snowball Analytics! Here is my referral link (no added cost to you): https://snowball-analytics.com/register/dividendstockpileor you can use my promo code: DIVIDENDSTOCKPILE.Join this channel to get access to perks:https://www.youtube.com/channel/UC5nncWeDeE7WvMM530DHwkg/join

I’m joined by Si Katara of TappAlpha to break down TDAX and TSYX, the first ETFs in TappAlpha’s Lift Series — a new take on covered call income strategies.Covered call ETFs are everywhere. But most follow similar playbooks.The Lift Series aims to rethink how covered call income is generated, using a more dynamic, rules-based approach designed to balance income, risk management, and participation across different market environments.We discuss how TDAX and TSYX are structured and what makes the Lift Series different from traditional option-income ETFs. Si also walks through the target investor, potential income profile, and key risks investors need to understand before using these strategies.If you’re already familiar with covered call ETFs — or considering them for income — this conversation will help you decide whether the Lift Series deserves a spot in your portfolio.Topics Covered:• What the Lift Series is and why TappAlpha launched it• How TDAX and TSYX generate income• Key differences vs traditional covered call ETFs• Risk, upside participation, and portfolio fit• Who these ETFs may — and may not — be appropriate forTickers discussed: TDAX, TSYXStrategy: Covered Call Income ETFsAs always, this video is for educational purposes only and does not constitute investment advice.👍 If you found this helpful, please like the video, subscribe to the channel, and drop your questions in the comments.If you want a better way to track your dividend portfolio, try Snowball Analytics! Here is my referral link (no added cost to you): https://snowball-analytics.com/register/dividendstockpileor you can use my promo code: DIVIDENDSTOCKPILE.Join this channel to get access to perks:https://www.youtube.com/channel/UC5nncWeDeE7WvMM530DHwkg/join

MLP investing can offer attractive income, but tax complexity — especially K-1s — keeps many investors away.In this video, I sit down with Rob Thummel, Portfolio Manager at Tortoise Capital, to break down TMLP, a new MLP ETF designed to provide energy infrastructure exposure in a more tax-efficient wrapper.We discuss why Tortoise launched TMLP, how the fund is structured to improve tax efficiency compared to traditional MLP ETFs, and what investors should understand about income potential, risks, and portfolio fit. Rob also walks through the current MLP landscape and the role energy infrastructure can play in an income-focused portfolio.If you’re interested in MLPs, energy infrastructure, or tax-efficient income strategies — and want to understand the trade-offs involved — this conversation will help you decide whether TMLP belongs in your portfolio.Topics covered include: • What TMLP is and why it was launched • How the fund aims to improve tax efficiency • Key differences vs traditional MLP ETFs • The outlook for MLPs and energy infrastructure • Who TMLP may be best suited forThis video is for informational purposes only and does not constitute investment advice.If you want a better way to track your dividend portfolio, try Snowball Analytics! Here is my referral link (no added cost to you): https://snowball-analytics.com/register/dividendstockpileor you can use my promo code: DIVIDENDSTOCKPILE.Join this channel to get access to perks:https://www.youtube.com/channel/UC5nncWeDeE7WvMM530DHwkg/join

Not all real estate ETFs behave the same — and understanding the differences matters more than ever.In this deep dive, I’m joined by David Auerbach from Hoya Capital to explain how HOMZ and RIET work, how they differ from traditional REIT ETFs, and how investors might think about using them in a diversified portfolio.Topics covered: • What HOMZ is designed to capture in the housing market • How RIET approaches real estate income • Key differences vs traditional REIT ETFs • Risk, diversification, and portfolio fit • Who these ETFs may (and may not) be forIf you’re looking for a smarter way to access real estate, this deep dive into HOMZ and RIET will give you the framework you need.Time Stamps:00:00 Why most real estate ETFs aren’t really diversified00:51 Who’s behind these real estate ETFs03:15 How HOMZ and RIET are different from REIT ETFs03:33 What HOMZ actually owns (and why it’s not just a REIT ETF)10:52 How RIET generates income differently than REITs14:10 How safe is the yield? What investors should watch18:35 Are institutions taking over the housing market?23:34 Why housing affordability keeps getting worse25:09 What could go wrong with these ETFs?26:41 Who should (and shouldn’t) own these ETFs29:55 Final thoughts on using these as REIT alternatives👉 Like the video, subscribe, and turn on notifications for more ETF deep dives.For educational purposes only. Not investment advice.If you want a better way to track your dividend portfolio, try Snowball Analytics! Here is my referral link (no added cost to you): https://snowball-analytics.com/register/dividendstockpileor you can use my promo code: DIVIDENDSTOCKPILE.Join this channel to get access to perks:https://www.youtube.com/channel/UC5nncWeDeE7WvMM530DHwkg/join

In this video, I walk through my monthly review of my Quality Dividend Growth Portfolio. We’ll break down current portfolio balances, dividends received, new buys and additions, and the latest news impacting my holdings.I’ll also share how the portfolio is positioned going forward, what’s driving income growth, and how I’m thinking about risk, valuations, and long-term dividend sustainability. If you’re focused on building reliable income and compounding wealth over time, this monthly update will give you a transparent, real-world look at how a dividend growth strategy plays out.As always, this is not financial advice—just sharing my personal portfolio and process.If you want a better way to track your dividend portfolio, try Snowball Analytics! Here is my referral link (no added cost to you): https://snowball-analytics.com/register/dividendstockpileor you can use my promo code: DIVIDENDSTOCKPILE.Join this channel to get access to perks:https://www.youtube.com/channel/UC5nncWeDeE7WvMM530DHwkg/join

Most dividend ETFs crowd into the same large-cap stocks — often at the expense of diversification and valuation.In this video, I sit down with Tom Browne and Brian Leonard from Gabelli to break down KDVD, a new dividend ETF that takes a very different, more contrarian approach by focusing on overlooked small- and mid-cap dividend payers.We discuss why traditional dividend ETFs may be missing opportunity, how KDVD selects dividend-paying stocks differently, and the potential benefits and risks of targeting less-crowded areas of the market.We cover: • Why traditional dividend ETFs may be missing opportunity • How KDVD selects dividend-paying stocks differently • The case for small- and mid-cap dividends • Portfolio construction, diversification, and risk considerations • Who this ETF might make sense for — and who it might notIf you’re tired of owning the same dividend stocks as everyone else and want to understand an uncrowded approach to dividend investing, this deep dive will help you decide whether KDVD belongs in your portfolio.If you want a better way to track your dividend portfolio, try Snowball Analytics! Here is my referral link (no added cost to you): https://snowball-analytics.com/register/dividendstockpileor you can use my promo code: DIVIDENDSTOCKPILE.

Welcome to The High Yield ETF Challenge 💰📈In this video series, I’m putting a super high-yield ETF strategy to the test. The goal is simple: build a high-income ETF portfolio of up to 15 ETFs and track its performance over at least one full year to see if chasing big yields actually works—or completely flops.Throughout the challenge, I’ll be tracking: • 📊 Total returns (price performance + income) • 💵 Dividends and distributions received • 📉 Volatility, drawdowns, and risk • 🔄 Portfolio changes and rebalancing decisionsThis isn’t theory or backtesting—this is a real-time experiment designed to answer a question many income investors ask:👉 Can a very high-yield ETF portfolio generate sustainable income without destroying long-term returns?Along the way, I’ll share updates, performance breakdowns, and honest takeaways—good or bad—so you can decide if a high-yield dividend strategy deserves a place in your own portfolio.If you’re interested in income investing, dividend ETFs, covered call ETFs, or alternative yield strategies, make sure to follow the series and subscribe for ongoing updates.⚠️ Not investment advice. This is an educational experiment to explore the risks and rewards of high-yield ETF investing.Let the challenge begin.If you want a better way to track your dividend portfolio, try Snowball Analytics! Here is my referral link (no added cost to you): https://snowball-analytics.com/register/dividendstockpileor you can use my promo code: DIVIDENDSTOCKPILE.

I’m joined by David Nicholas of XFUNDS to break down the BLOX ETF and take a deeper look at the evolving blockchain and crypto investing landscape.We discuss what makes BLOX different from traditional crypto-themed ETFs, how the fund approaches exposure to blockchain companies without directly owning cryptocurrencies, and why this area of the market continues to attract long-term investor interest. David also shares his perspective on the current state of crypto markets, institutional adoption, regulation, and where blockchain innovation may be headed next.Whether you’re curious about crypto but hesitant to own digital assets directly—or you’re looking for a more diversified way to gain exposure to the ecosystem—this conversation provides valuable insight into how BLOX fits into a modern portfolio.Topics covered include: • What the BLOX ETF is and how it works • How BLOX gains exposure to blockchain and crypto innovation • Key risks and opportunities in crypto-related investing • The role of blockchain companies in a diversified portfolio • Where David sees the crypto and blockchain space headingTo get more info:BLOXetf.comFollow XFUNDS on X: @Xfunds_Follow David on X: @DavidANicholasAs always, thanks for watching and supporting the channel. If you found this interview helpful, be sure to like, subscribe, and share.This video is for informational purposes only and does not constitute investment advice.

I sit down with Troy Cates from NEOS Investments to break down their two brand-new income-focused ETFs: NLSI and MLPI.NLSI: Long/Short Equity Income ETFMLPI: MLP & Energy Infrastructure High Income ETFWe discuss NEOS’s approach to tax-efficient income, how NLSI uses options to target income with reduced volatility, and how MLPI provides MLP exposure without the hassle of K-1s. Troy also explains where these funds fit in an income portfolio and what types of investors they’re designed for.If you’re looking to go beyond traditional dividend ETFs and explore alternative income strategies, this conversation is for you.Time Stamps:00:00 Introduction00:30 Welcome Troy 01:15 2025 Recap and looking forward to 202602:53 Update to NEOS' distribution schedules04:09 Troy's Outlook for 202606:41 MLPI ETF Overview12:11 NLSI ETF Overview18:29 Upcoming product launches20:43 Outro👉 Subscribe to Dividend Stockpile for more ETF interviews and income investing insights.Get more info about NEOS: neosfunds.com

I’m joined by Colby from The DGI Crab for a value-focused dividend investing discussion. We each bring 4 undervalued dividend growth stocks that we believe offer attractive long-term income and upside at today’s prices.We break down why these stocks look undervalued, what makes their dividends sustainable, and how they fit into a long-term dividend growth strategy. If you’re looking for quality dividend stocks trading at reasonable valuations, this conversation is for you.📈 What we cover in this video: • 8 undervalued dividend growth stocks • Why valuation matters for long-term income investors • Dividend safety, growth potential, and business quality • How Colby and I evaluate dividend stocks todayTiime Stamps:00:00 Intro00:25 Welcome Colby from The DGI Crab02:30 Overview & Disclosures03:00 Stock pick 105:55 Stock pick 208:47 Stock pick 312:05 Stock pick 416:44 Stock pick 518:50 Stock pick 621:36 Stock pick 724:06 Stock pick 828:05 Wrap upWhether you’re building a dividend growth portfolio or just looking for new ideas, this video offers practical insights from two long-term income investors.👉 Subscribe to Dividend Stockpile for more dividend stock ideas, ETF interviews, and income investing strategies👉 Check out The DGI Crab on YouTube for more dividend growth investing content - YouTube.com/@UC7duuRqoD5NBzcHQ9K9FTiA ⚠️ Not financial advice. Always do your own research.

In this video, I walk you through my Top Quality Dividend Growth Portfolio—how I build it, how I picked the holdings, and the metrics I track to stay confident in every position.I break down my full process for finding the highest-quality dividend growth stocks, share my current holdings, and analyze each name using Snowball Analytics, including dividend safety, dividend yield and growth, growth potential, payout ratios, yield, and total return outlook.If you’re serious about building long-term wealth from reliable, growing income, this one’s for you.What you’ll see in this video: • How I screen for true quality dividend growth stocks • The criteria I use before adding any company • My current portfolio breakdown • Key metrics and performance insights via Snowball Analytics • What I’m watching next for future opportunitiesWhether you’re just starting your dividend journey or refining your strategy, this portfolio walkthrough will help you think more intentionally about quality, durability, and long-term compounding.If you want to try Snowball Analytics, here is my referral link (no added cost to you): https://snowball-analytics.com/register/dividendstockpileor you can use my promo code: DIVIDENDSTOCKPILE.—👍 If you find this helpful, please like, subscribe, and drop a comment with your favorite dividend growth stock right now.🔔 Don’t forget to hit the bell so you don’t miss future updates.

Are covered call ETFs really the best answer for income investors… or are we settling for less than we should? In this video, we dive into why traditional covered call strategies may not be enough in today’s market and explore how the WEEL ETF looks to solve some of the biggest weaknesses investors face when relying only on options income.We break down:• Where covered call ETFs fall short• Hidden risks many investors overlook• Why income alone isn’t the full solution• How WEEL approaches yield, risk, and total return differently• Who this strategy may actually be best suited forIf you invest for income, dividends, stability, or smarter yield strategies, this is a conversation you don’t want to miss.👇 Watch, learn, and let me know your thoughts in the comments!

Today I’m joined once again by Jeff Schwarte, Chief Equity Strategist at Simplify Asset Management, to break down their brand-new high-yield ETF — XXV, the Simplify Ancorato Target 25 Distribution ETF.Last time Jeff was on, we discussed Simplify’s XV ETF (Target 15 Distribution), but XXV takes things to another level with a targeted 25% distribution. In this interview, we dig into what makes XXV different, how the strategy is designed, the risks investors need to understand, and where this ETF may fit inside an income-focused portfolio.🧠 What We Cover:• What exactly is a Barrier ETF?• How XXV works and how it differs from XV• How the barrier mechanism helps support distributions• What underlying stocks & option strategies XXV uses• What happens if barriers are breached• How the fund adjusts to pursue its 25% target yield• Risk considerations investors should understand• Whether XXV is for conservative, moderate, or aggressive income investors• Where XXV may fit within a dividend or income strategy• Where to learn more about Simplify and barrier ETFsIf you’re an income investor, dividend investor, covered call ETF fan, or just curious about new ETF innovation, this interview is a must-watch.Don’t forget to like, subscribe, and turn on notifications so you never miss a new Dividend Stockpile episode!

What if the goal of investing isn’t just growth — but consistent income and cashflow?I’m joined by Toby Mathis, managing partner at Anderson Business Advisors, founder of Infinity Investing, and author of Infinity Investing, to break down why income investing is one of the most powerful — and misunderstood — wealth-building strategies.We discuss:Why income and cashflow matter more than portfolio sizeIncome investing vs growth investing — and where most investors go wrongHow dividends, cashflow assets, and income strategies create flexibilityWhy selling assets is not a real wealth planHow income investing helps reduce risk, volatility, and stressWhat financial freedom actually looks like for long-term investorsThis conversation is ideal for dividend investors, income-focused investors, retirees, pre-retirees, and anyone looking to build sustainable wealth without relying solely on market appreciation.If you’re tired of chasing growth, timing the market, or hoping prices go up, this interview will change how you think about investing.

What does dividend investing look like as we head into 2026?In this episode of Dividend Stockpile, I’m joined by Chris D’Agnes, Partner and Equity Portfolio Manager at Hamlin Capital Management, to break down how income investors should be thinking about dividends in the years ahead.We start with Chris’s background and Hamlin’s investment approach, then dive into how the dividend landscape is evolving — from dividend growth vs high yield, to dividend safety, sector opportunities, and the biggest traps investors need to avoid in 2026.We also cover how companies are balancing dividends vs buybacks, what a potential rate-cut environment could mean for income portfolios, and where Chris sees contrarian dividend opportunities that the market may be overlooking. To wrap it up, Chris shares his outlook on the long-term structural trends shaping dividend investing over the next decade and walks through the strategy behind Hamlin’s mutual fund.Whether you’re focused on growing income, protecting yield, or positioning your portfolio for the next cycle, this conversation is packed with insights you won’t want to miss.

I’m joined by Will Rhind, CEO of GraniteShares, to break down their two brand-new fund-of-funds ETFs: YBST and YBTY.Most income ETFs follow the same playbook — but YBST and YBTY are built differently. We dive into why GraniteShares chose a fund-of-funds structure, what problems it’s designed to solve, and how these ETFs aim to deliver income in a smarter, more flexible way.We cover:• What makes YBST and YBTY different from traditional income ETFs• Why structure matters more than most investors realize• How these ETFs fit into an income-focused portfolio• The trade-offs investors should actually understand• Who these ETFs are — and aren’t — designed forWhether you’re focused on dividends, yield, or building more resilient income streams, this conversation offers a behind-the-scenes look at one of GraniteShares’ boldest ETF launches yet.As always, this is for educational purposes only — not investment advice.

What if you could generate income without owning the stock—and get paid while waiting to buy it?In this episode of Dividend Stockpile, I’m joined by Nikhil Jaisinghani, CIO and Portfolio Manager at Titan Capital Partners, to break down how selling put options can be used as a powerful income strategy.We cover: • What selling puts actually means (in plain English) • How put-writing generates consistent income • The risks investors must understand • How this strategy compares to dividends and covered calls • When selling puts makes sense—and when it doesn’tIf you’re looking to diversify your income streams beyond traditional dividends and learn how options can fit into a long-term portfolio, this conversation is for you.👇 Drop your questions in the comments and let us know—have you ever sold a put?Time Stamps:00:00 Introduction00:30 Welcome Nikhil Jaisinghani from Titan Capital Partners01:00 Nikhil's background03:36 What type of options do you use?04:18 What is a Put Option?08:36 What is the risk/return profile of selling puts?09:55 What are the requirements to set up a put option contract?12:07 How can an investor know the risk/return they have on an option?16:37 What happens if you are assigned shares on an option contract?19:55 When is the best time to sell put options?22:10 What is a realistic range of returns for put options?24:57 Why put options instead of covered call options?27:23 Overview of the Titan Strategic Income Fund30:05 Structured Dividend Income E-book32:47 Where to get more information on Titan and put writing?#optionstrading #optionsselling #incomeinvesting

Ready to boost your income investing strategy? In today’s interview, we sit down with Simeon Hyman, Global Investment Strategist at ProShares, to break down the IQQQ, ISPY, and ITWO income ETF suite — three funds designed to generate consistent, diversified income in any market environment.We dive into:✔️ How IQQQ generates income from the Nasdaq-100✔️ Why ISPY is becoming a go-to S&P 500 income ETF✔️ How ITWO taps into the powerful Russell 2000 for yield✔️ Options overlay strategies for income✔️ How these ETFs aim to outperform traditional dividend strategies✔️ What income investors should expect in 2025 and beyondWhether you’re an income investor, dividend investor, ETF beginner, or someone looking for high-quality cashflow strategies, this ProShares deep dive gives you everything you need to understand how IQQQ, ISPY, and ITWO fit into a modern income portfolio.

Today we’re diving deep into the world of energy income investing — and I’ve got the perfect guest to help us break it all down.I’m joined by Parag Sanghani, Senior Vice President and Senior Portfolio Manager at Westwood ETFs. Parag oversees two of their income-focused energy ETFs:🔹 WEEI – Westwood Salient Enhanced Energy Income ETF🔹 MDST – Westwood Salient Enhanced Midstream Income ETFIn this interview, we explore what makes WEEI and MDST unique, how Parag approaches the energy value chain, and how macro factors like energy prices, interest rates, regulation, and volatility shape his portfolio construction. We also dig into the fund’s covered call strategy, company selection, tax considerations, distribution sustainability, and the broader outlook for the energy sector.Topics We Cover:✔️ How WEEI and MDST were created and what they aim to deliver✔️ Differences between energy and midstream exposure✔️ How Westwood selects companies across the energy value chain✔️ How covered call strike prices, expirations, and roll schedules are chosen✔️ Key risks in energy income investing — and how they’re mitigated✔️ Distribution rates and sustainability outlook✔️ Fund tax considerations (K-1? 1256? harvesting?)✔️ Why energy continues to attract income-focused investors in 2026✔️ Where to learn more about Westwood ETFsIf you’re exploring energy income, covered call ETFs, or want a better understanding of how professional managers approach the space, this one is packed with insight.

I sit down with David Auerbach, Chief Investment Officer at Hoya Capital, for a deep and timely conversation about the current state of REIT investing and where the biggest opportunities may be heading into 2026.We cover everything income investors want to know, including:✔️ How REITs are reacting to interest rate changes✔️ Which real estate sectors look most attractive right now✔️ Potential catalysts for a REIT rebound✔️ The challenges facing office, residential, industrial, and retail properties✔️ Dividend sustainability and forward income expectations✔️ What long-term REIT investors should be focusing onWhether you’re a dividend investor, real estate enthusiast, or simply trying to understand where REITs fit into your portfolio, this interview with one of the industry’s leading experts is packed with insight and actionable takeaways.👉 Don’t forget to like, subscribe, and drop your questions for David in the comments!

I break down three of the most popular utility and infrastructure closed-end funds: BUI, UTG, and UTF. These income-focused CEFs are widely used by dividend investors for their yield, defensive sector exposure, and long-term total return potential — but each fund is built very differently.This full comparison covers:• Fund strategies and portfolio differences• Dividend income and distribution history• How leverage affects performance and risk• Premium/discount levels and valuations• Long-term total return comparisons• Which types of investors each fund fits bestWhether you’re looking for sustainable income, lower volatility, or long-term growth potential from utility and infrastructure assets, this breakdown will help you understand how BUI, UTG, and UTF stack up against each other.👉 Watch the full comparison to see which CEF may be the best fit for your portfolio.Don’t forget to like, comment, and subscribe for more analysis on income investing, ETFs, and closed-end funds.

In this interview, I sit down with CFRA Research’s SVP & Head of ETF Research, Aniket Ullal, to explore the key trends shaping income ETF investing as we head toward 2026. Aniket brings a deep, data-driven view of ETFs, fund flows, and investor behavior — and he shares what the numbers are really telling us.We discuss:• The current state of dividend and income strategies• How rising rates and market shifts are influencing investor decisions• Which areas of income ETF investing are showing strength• What retail investors should watch closely in 2025–2026• The role of ETFs in building sustainable income portfoliosTime Stamps:00:00 Introduction00:28 Welcome Aniket Ullal, SVP and Head of ETF Research at CFRA01:05 Background on CFRA Research02:35 How has the ETF landscape evolved in 202504:43 Income ETF outlook for 202607:41 ETF Innovations10:45 Insights on the super high-yield ETF marketplace15:04 Are investors moving to specialized portfolios or broad ones?17:25 ETF Trends to look for20:02 Advice to income investors looking for new ETF investments24:11 Tools offered by CFRA Research25:25 OutroIf you’re an income-focused investor looking to understand where the opportunities — and risks — may be moving next, this conversation offers clear, actionable insights.

In today’s interview, I sit down with Howard Chan, CEO and Founder of Kurv Technology Titans Select (KQQQ) and Kurv High Income (KYLD) ETFs. We take a deep dive into how these two funds work, what makes their approach different, and why more investors are looking at options-based ETFs for income and growth.Howard breaks down the strategy behind KQQQ, which targets leading technology names, and KYLD, Kurv’s high-income ETF that uses up and coming leaders, plus an options overlay to generate enhanced yield. We also address the growing conversation around options-based ETFs, including concerns about NAV erosion, sustainability of payouts, and how Kurv structures these funds to avoid common pitfalls.Topics Covered:• What sets KQQQ and KYLD apart• How Kurv uses options overlays• Addressing NAV erosion concerns• Building income with risk controls• Why Kurv believes its approach is different• Where these ETFs may fit in a portfolio

Today we’re taking a first look at the brand-new NEHI ETF — the NEOS Ethereum High Income ETF, launching on December 3, 2025. This new fund from NEOS Investments aims to combine exposure to Ethereum spot ETFs with an option-writing strategy designed to generate consistent monthly income for investors.In this video, we break down:🔹 What the NEHI ETF is and how it works🔹 How the fund uses covered calls on ETH exposure🔹 Potential benefits for income-focused investors🔹 How NEHI compares to other crypto income ETFsIf you’re interested in crypto ETFs, income strategies, or Ethereum investing, this early look at the NEOS NEHI ETF will help you understand what makes this launch worth watching.👉 Subscribe for more ETF breakdowns, income investing insights, and first-look analysis of new fund launches!For more information: NEOSFunds.com

Today I’m excited to sit down once again with Jenny Harrington, CEO of Gilman Hill Asset Management, professional money manager, CNBC contributor, and author of Dividend Investing – Dependable Income to Navigate All Market Environments. If you care about income investing, dividend strategy, dividend stocks, or high-quality cash flow, this is a must-watch conversation.With markets shifting rapidly — from AI and Big Tech dominance to questions around traditional value and income strategies — now is the perfect time to get Jenny’s expert perspective on where dividend investing truly stands today.In this interview, we cover:• Whether dividend strategies are being unfairly dismissed in an AI-driven market• How to stay disciplined when growth stocks outperform dividend payers• Early warning signs that a dividend may be at risk• The biggest risks dividend investors face heading into 2026• Common portfolio construction mistakes (even pros make!)• How to avoid dangerous yield traps• Income ETFs and options-based strategies vs. traditional dividend investing• Thoughts on Kimberly-Clark and the proposed Kenvue acquisition• How often Jenny revisits her investment thesisIf you’re looking for dividend investing insights, income strategy guidance, or long-term portfolio ideas, Jenny delivers a ton of actionable wisdom.Follow Jenny: www.gilmanhill.comX: @gilmanhillBuy Jenny's Dividend Investing Book: https://bookshop.org/a/115069/9781804090466Support Jenny's charity:https://www.councilforeconed.orgTime Stamps:00:00 Introduction00:50 Welcome Jenny Harrington01:40 Jenny's Background02:56 The history of dividend investing03:32 Being a dividend investor in high growth periods08:32 What are the biggest risks for dividend investors in 2026?13:33 What are the most common mistakes dividend investors make?18:19 What are the risks in high-yield dividend strategies?20:20 Indicators to determine dividend safety22:30 How often do you revisit your thesis on a company?22:55 How to construct a dividend investing watchlist26:59 What are your thoughts on Kimberly Clark (KMB) buying Kenvue (KVUE)?30:47 Motivation to stick with dividend investing32:10 Jenny's book and charity33:39 Wrap

I sit down with Si Katara, Founder and CEO of TappAlpha, to break down two of their ETFs: TSPY and TDAQ. We explore what inspired these funds, how their methodology differs from other income ETF products, and what types of investors they’re built for.Si explains the approach behind TSPY (TappAlpha SPY Growth & Daily Income ETF) and TDAQ (TappAlpha Innovation 100 Growth & Daily Income ETF), how the strategies aim to enhance exposure to two of the most followed benchmarks in the world, and what makes these ETFs unique in today’s crowded product landscape.We also discuss: • How TappAlpha thinks about index innovation • The quantitative and data-driven process behind the strategies • How TSPY and TDAQ compare with SPY and QQQ • Key risks, use cases, and portfolio applicationsWhether you’re an ETF enthusiast, a retail investor exploring new tools, or someone interested in the future of index investing, this conversation offers clear insights straight from the source.

Today, I’m joined by Adam Patti, CEO of VistaShares, to talk about one of the most exciting new thematic ETFs on the market — the VistaShares Electrification Supercycle ETF (ticker: POW).In this interview, Adam reintroduces VistaShares and gives us an update on their growing ETF lineup — including AIS, OMAH, and the expanding Supercycle® series. We take a deep dive into the Electrification Supercycle theme — what it means, why it’s reshaping global industries, and how POW positions investors to benefit from massive long-term trends in green energy, infrastructure, technology, and electrification.We’ll cover:What a supercycle really is and why Adam believes electrification is the next onePOW’s objective, strategy, top holdings, and yieldHow POW compares to similar funds The future of thematic investing If you’re looking to understand how electrification, AI, and infrastructure are driving the next decade of growth — this is a conversation you don’t want to miss.Ticker: POWIssuer: VistaSharesGuest: Adam Patti, CEO of VistaShares

Today, we’re joined by Clark Allen, Head of ETFs at Horizon Investments, to dive into two of Horizon’s newest income-focused ETFs — DIVN (Horizon Dividend Income ETF) and FLXN (Horizon Flexible Income ETF).Both funds are designed to help investors generate reliable income through a combination of dividend-paying holdings and options-based income strategies — but each takes a slightly different approach.In this interview, we cover:- What makes Horizon Investments unique in the ETF landscape- The current trends shaping the income and options ETF markets- A deep dive into DIVN — its objective, top holdings, yield, and strategy- How FLXN uses a put-spread overlay to boost income and manage downside risk- How these ETFs might fit in your income portfolioIf you’re looking to maximize income potential and navigate today’s evolving market environment, this is a must-watch conversation!

How do you build reliable, sustainable income in retirement — even as markets, interest rates, and inflation change?In this episode of Dividend Stockpile, we’re joined by Kevin Feig, founder of Walk You To Wealth — a CPA, Personal Financial Specialist (PFS), and CERTIFIED FINANCIAL PLANNER™ (CFP) who helps clients create income plans they can count on.Kevin shares his insights on: • How to balance income sources like dividends and options • Whether crypto staking has a place in an income plan • Protecting your purchasing power from inflation • Common mistakes retirees make when planning income • How to create a diversified retirement income strategyIf you’re planning for retirement or already retired and want your portfolio to work for you — this is a conversation you don’t want to miss.📈 Chapters:00:00 - Intro00:45 - Welcome Kevin Feig01:15 - Kevin’s Background & Walk You To Wealth03:08 - How do you help your clients transition to living off their investments?06:13 - How do you incorporate dividend income into a retirement plan?09:22 - Thoughts on options trading in income in retirement12:01 - Crypto Staking for Income?16:20 - Common Retirement Mistakes19:20 - What does "Walk You To Wealth" mean?23:55 - How to Connect with Kevin Feig🔗 Connect with Kevin Feig:👉 www.walkyoutowealth.com

Today on Dividend Stockpile, we’re diving into one of the most unique corners of the income investing world — catastrophe bonds and insurance-linked securities (ILS) — a market that was once reserved for big institutions.To help us unpack it all, I’m joined by Ethan Powell, Principal and Chief Investment Officer at Brookmont Capital Management, the firm behind the Brookmont Catastrophic Bond ETF (Ticker: ILS) — the first-ever catastrophe bond ETF available to everyday investors.In this interview, Ethan explains: • What catastrophe bonds are and how they generate yield • How they provide true diversification and uncorrelated income • The risks and rewards of investing in ILS • How the Brookmont ILS ETF is structured and managed • Why this unique ETF could complement a dividend or income-focused portfolioIf you’re an income investor looking for steady yield, diversification beyond stocks and bonds, or simply curious about new ETF innovations, this episode is a must-watch.

Looking for income with protection? Today we’re breaking down Innovator’s brand-new Autocallable ETFs — ACII and ACEI — with Joe Becker from Innovator ETFs. These funds blend structured income with ETF simplicity to help investors earn consistent income with defined risk.These funds introduce a brand-new approach to generating income, blending the structured features of autocallable notes with the accessibility and transparency of ETFs. Designed for investors seeking consistent income potential with defined downside parameters, these funds may offer a compelling alternative to traditional income strategies.In this conversation, Joe breaks down:✅ What Autocallable ETFs are and how they work✅ How ACII and ACEI generate income and manage risk✅ Key fund details — objectives, holdings, expenses, and distributions✅ Where these funds may fit into an investor’s income or retirement portfolio✅ What advisors are saying about the new strategy and its real-world applicationsLearn more about Innovator ETFs: https://www.innovatoretfs.com

We’re diving into Invesco’s new lineup of income-focused ETFs — the Income Advantage Series, featuring QQA (Invesco QQQ Income Advantage ETF), RSPA (Invesco S&P 500 Equal Weight Income Advantage ETF), and EFAA (Invesco MSCI EAFE Income Advantage ETF).Joining me is John Burrello, Senior Portfolio Manager at Invesco, to break down how these funds are designed to help investors stay invested in equities while generating consistent income through innovative strategies using ELNs (Equity-Linked Notes) and option overlays.We discuss: • How Invesco’s income ETFs differ from other strategies • How they balance income generation with NAV protection • What investors should look for to avoid NAV erosion • Yield expectations and distribution schedulesIf you’re an income-focused investor looking to understand the next evolution of covered call and options-based ETFs, this conversation is for you.ETFs Covered: • QQA – Invesco QQQ Income Advantage ETF • RSPA – Invesco S&P 500 Equal Weight Income Advantage ETF • EFAA – Invesco MSCI EAFE Income Advantage ETF

In today’s episode, we’re diving deep into the world of Business Development Companies (BDCs) with Kelly Green, the Editor of Dividend Digest and Yield Shark at Mauldin Economics.Kelly specializes in helping income investors find high-yield opportunities while managing risk — and BDCs are a major part of that strategy.We’ll cover everything you need to know about BDC investing:✅ What are BDCs and how do they generate such high dividend yields✅ Why income investors should consider BDCs for steady passive income✅ Key risks to understand before buying✅ The impact of the First Brands bankruptcy on the BDC sector✅ Kelly’s top BDC picks and where she sees opportunity right nowIf you’re looking for consistent income, portfolio diversification, and a deeper understanding of the BDC landscape, this conversation is a must-watch.

In today’s episode, we’re joined by Barry Martin, Senior Portfolio Manager at Shelton Capital Management, to discuss their exciting new income-focused ETF — SEPI (Shelton Enhanced Income ETF).Shelton Capital has long been known for their expertise in options-based income strategies, and with SEPI, they’re bringing that experience into the ETF market. We cover everything you need to know about this innovative fund, including:- Who Shelton Capital Management is and their approach to portfolio management- Why the firm decided to launch SEPI as an ETF now- How SEPI differentiates itself from other high-income ETFs like NEOS and YieldMax- A deep dive into SEPI’s structure — its holdings, covered call strategy, and options overlay details- Insights on yield expectations, distribution frequency, and management feesWhat’s next for Shelton Capital in the income ETF spaceVisit Shelton Capital Management for fund details, fact sheets, and performance updates: www.sheltoncap.com🔔 Subscribe to Dividend Stockpile for more interviews with leading ETF managers and dividend investing strategies!