Podcast Episodes

Back to Search
Mike's Portfolio Review - Losing Money on Apple, Keep or Sell?

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 months, 1 week ago

A Recession is Coming: What Should You Do?

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 2 months, 2 weeks ago

How to Get Ready For Retirement — with Mark Young

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 2 months, 3 weeks ago

9 Stocks on My Radar (Buy List)

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 2 months, 4 weeks ago

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

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 3 months ago

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

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 3 months, 1 week ago

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

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 3 months, 2 weeks ago

How to Craft an Investment Thesis

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 3 months, 3 weeks ago

These Stocks are Down 20%+... Buy More or Sell?

These Stocks are Down 20%+... Buy More or Sell?


Season 6 Episode 235


What should you do when a stock you own is down 20%, 30%, or even 40%?

We review major names like UnitedHealth, and six others that are currently in the red. But instead of reacting emotionally, Mike…


Published on 4 months ago

REITs Under Pressure – How to Invest Wisely in Real Estate Stocks: A Guide

REITs Under Pressure – How to Invest Wisely in Real Estate Stocks: A Guide


Season 6 Episode 234


Mike and Vero demystify real estate investment trusts (REITs), exploring how they work, where they're struggling, and which ones still make sense in a dividend growth portfolio.

Learn how to analyze …


Published on 4 months, 1 week ago





If you like Podbriefly.com, please consider donating to support the ongoing development.

Donate