What Most Investors Get Wrong About Dividend Investing скачать в хорошем качестве

What Most Investors Get Wrong About Dividend Investing

Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show. (https://www.buzzsprout.com/twilio/tex...) Dividend investing is one of the most passionately followed strategies online - yet much of the enthusiasm is driven by misunderstandings of how dividends work.  In this episode, Evon Mendrin, CFP®, CSLP® of Optometry Wealth Advisors, dives deep into how dividends actually work, why they aren’t “free money,” and what ODs need to understand before chasing high-dividend stocks or funds - especially in taxable accounts. He also explores when, despite all of this, a dividend-focused approach might still be rational for the right investor. In this episode, you’ll learn: • What dividends actually are and how they function within public companies and your own optometry practice. • Why dividends aren’t “extra” return, and how stock prices adjust for them. • The real-world tax consequences of dividends - especially in taxable brokerage accounts. • Why fewer companies pay dividends today, and how stock buybacks often take their place. • How dividend investing can actually reduce diversification and tilt your portfolio away from global opportunities. • What explains the performance of dividend-heavy portfolios (spoiler: it’s not the dividends). • Why “I need X in dividends to retire” is a myth, and how to think about withdrawals and cash flow instead. • When a dividend strategy can make sense - despite being suboptimal on paper. Resources mentioned: • Dimensional’s Research on Dividend Price Adjustments (https://optometrywealth.com/wp-conten...) • Meb Faber’s “Shareholder Yield” Book (https://www.amazon.com/Shareholder-Yi...) • Ben Felix Video on Dividend Investing (   • The Irrelevance of Dividends  ) Related Episodes: • Ep 135: Beyond Indexing – An Optometrist’s Guide to Factor-Based Investing (https://optometrywealth.com/podcast/t...) • Ep 134: The Case for Index Funds – Why Optometrists Should Embrace Passive Investing (https://optometrywealth.com/podcast/t...) Stay Connected: • Click here to Subscribe (https://bit.ly/2025keynumbers) to the Eyes On The Money Newsletter for weekly financial insights tailored specifically to optometrists. • Have Questions? CLICK HERE to schedule (https://optometrywealth.com/contact/) a short introductory call The Optometry Money Podcast is dedicated to helping optometrists make better decisions around their money, careers, and practices. The show is hosted by Evon Mendrin, CFP®, CSLP®, owner of Optometry Wealth Advisors, a financial planning firm just for optometrists nationwide.