Dividends in a Bear Market

This episode breaks down what really happens to your income during a bear market—whether you're investing for dividends or relying on mutual funds. The hosts explain why market volatility feels so emotionally overwhelming and how traditional withdrawal-based strategies can spiral when values drop. They contrast that with dividend investing, where income is tied to shares owned, not account balance, and explore the roles of “lifters,” “holders,” and “cutters” during downturns. You’ll also hear how rebalancing in scary markets can actually increase long-term income and why staying invested is often the smartest move. Overall, it’s a practical, calming deep-dive into navigating fear, volatility, and income stability during turbulent markets.

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