Podcast Episodes

Why I Ignore Morningstar’s Review (What I Do Instead)

Season 6 Episode 245

Star ratings are helpful—until they become a shortcut. Morningstar’s 1–5 stars are primarily about valuation, not business quality. Learn the smarter way to build conviction and why stock price (or p…

Published on 9 hours ago

Invest at All-Time High - How Valuation Can Tell You What to Buy

Season 6 Episode 244

When a great company trades at an all-time high and a P/E north of 30, are you overpaying—or just paying for quality?

Mike and Vero show how to use the price-to-earnings (P/E) ratio without a crystal…

Published on 1 week ago

Mike’s Portfolio Review - Losing Money on Apple, Keep or Sell?

Season 6 Episode 243

Eight years after rolling a $108K pension into a DIY portfolio, Mike walks through a quarterly review that’s up ~200% since inception—but not without bruises. He dissects three laggards (Apple, Alime…

Published on 2 weeks ago

A Recession is Coming: What Should You Do?

Season 6 Episode 241

Is a recession just around the corner—or are we already in one without realizing it? Mike and Vero tackle the headlines, decode the signals, and most importantly, share what investors should actually…

Published on 3 weeks ago

How to Get Ready For Retirement — with Mark Young

Season 6 Episode 242

You save, you invest… and then comes the big question: now what? In this episode, Vero welcomes Mark Young, early retiree and creator of the Retirement Loop Projection Tool, to share what it really t…

Published on 4 weeks ago

9 Stocks on My Radar (Buy List)

Season 6 Episode 240

As 2025 heads into its final stretch, we share a selection of nine dividend growth stocks currently on Mike's radar. From recovering giants to under-the-radar gems, Mike covers companies he’s buying,…

Published on 1 month ago

Yield Magic or Mirage? Harvest Diversified High Income ETF (HHIS.TO)

Season 6 Episode 239

Can you really retire on a 25% yield? We dive into the buzzworthy Harvest Diversified High Income ETF (HHIS.TO)—a high-yield ETF promising monthly income and exposure to trending growth stocks. Let's…

Published on 1 month, 1 week ago

ETFs + Dividend Stocks = Smarter Portfolio? How to Analyze Mixed Strategies

Season 6 Episode 238

Many investors combine multiple strategies in their portfolios. One of the most common combos? ETFs and individual stocks. But here’s the real question: how do you analyze your portfolio when you mix…

Published on 1 month, 2 weeks ago

My Favorite High-Yields That Won’t Let You Down

Season 6 Episode 237

We explore a topic that's unusual for us—high-yield dividend stocks! While yield isn't our focus, we know many investors crave reliable income. So, how can you spot a high-yielder that won’t burn you…

Published on 1 month, 3 weeks ago

How to Craft an Investment Thesis

Season 6 Episode 236

We explore what it really means to craft an investment thesis—and why it’s the missing link for many investors. Let's break down the essential steps to writing one, how to use it in buy/sell decision…

Published on 2 months ago