Podcast Episodes

The Best Way to Generate Retirement Income

Season 6 Episode 253

The best way to generate retirement income isn't a product—it's a plan. We break down the shift from building wealth to drawing from it, how much (and why) to keep in a cash wedge, the role of GICs/b…

Published on 10 hours ago

Can I Retire with $500K?

Season 6 Episode 252

Worried that the "magic number" of a $1M won't be achieved? We run the math on a $500K nest egg and show how the right levers—timing, taxes, and total-return investing—can still deliver a confident r…

Published on 1 week ago

5 Critical Things to Do Before Retirement

Season 6 Episode 251

We often view retirement as the end goal, but it's actually one of the biggest transitions in someone's life. To make that transition as smooth as possible, you need to prepare. So, today, we're walk…

Published on 2 weeks ago

Passion & Purpose at retirement - why it matters — with Mark Young

Season 6 Episode 250

Retirement is the end of a paycheck—not the end of your purpose. Vero sits down with Mark Young (retirement coach at Retirement Loop, former software engineer who retired early) to unpack how passion…

Published on 3 weeks ago

Sell Your Winners Before It's Too Late

Season 6 Episode 249

Your best stocks won't stay perfect forever. We lay out a clear framework to decide if/when to take action on winners—whether that means holding, trimming, or exiting.

Let's walk through how to defin…

Published on 4 weeks ago

Dividend Growth Investing vs The Market - Who Wins?

Season 6 Episode 248

Does dividend growth investing really keep up when "the market" rips higher? We stack Dividend Growth Investing (DGI) against broad indexing across four distinct periods. You'll hear where DGI shines…

Published on 1 month ago

Crazy Payout Ratios (-50% or 200%), What to Do?

Season 6 Episode 247

Payout ratios look simple… until they're not. Mike and Vero unpack why the classic "

Published on 1 month, 1 week ago

Confused about Stock Price Movement? Listen to this!

Season 6 Episode 246

Confused by wild price swings? Here's a repeatable, 3-step playbook to make faster, calmer buy, hold, and sell decisions—without guessing.

By the end, you'll be able to separate noise from news, stre…

Published on 1 month, 2 weeks ago

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 1 month, 3 weeks 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 2 months ago