Episodios

  • EP111: Is dividend investing right for you?
    Jul 30 2025

    In this episode of the Simply Investing Dividend Podcast, we break down the pros and cons of our time-tested approach to dividend investing — so you can decide if it fits your goals.

    You’ll learn:
    - How the Simply Investing method helps you build long-term wealth
    - The benefits and limitations of this investing strategy
    - Why ETF fees might be quietly draining your returns
    - Whether this approach is the right fit for your financial future
    - Real-life examples: How Union Pacific (UNP) and Royal Bank (RBC) returned over 197% since 2015

    If you’ve been wondering whether dividend investing is worth it — or if now is the time to take control of your financial future — this episode is for you.

    Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/app. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

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    30 m
  • EP110: Is it too late to get started with investing?
    Jul 16 2025

    In this episode of the Simply Investing Dividend Podcast, we tackle two questions that hold many people back: How long do I need to stay invested? and Is it too late to start investing?

    Whether you're just getting started or wondering if you've missed your chance, this episode will show you why it's never too late to build long-term wealth.

    You’ll discover:
    - The Simply Investing approach to growing wealth
    - What “long-term” really means — and why it matters
    - How long you should stay invested to maximize returns
    - The surprising story of JNJ: 258% gain vs. a -0.8% loss
    - Real-world examples of the power of long-term investing
    - Why Pepsi (PEP) now delivers an 11%+ yield on cost

    Tune in to gain clarity, confidence, and inspiration to start (or stay) on your investing journey — no matter where you're starting from.

    Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/app. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

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    29 m
  • EP108: Largest ETF versus 5 Dividend Stocks
    Jun 25 2025

    In this episode of the Simply Investing Dividend Podcast, we dive deep into a powerful comparison: 5 hand-picked dividend stocks versus the largest S&P 500 ETF. Which strategy delivers better long-term results—and why?

    You'll also learn how ETF fees, and hidden risks can quietly drag down your returns.

    Key topics covered:
    - The Simply Investing Approach to building wealth
    - What ETFs are—and how they work
    - The benefits of ETFs
    - The hidden downsides of ETFs (and why many underperform)
    - How ETF fees quietly erode returns
    - A head-to-head performance comparison: The largest ETF vs. 5 quality dividend stocks

    If you’ve ever wondered whether ETFs or dividend stocks are better for building long-term wealth, this episode is a must-listen.

    Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/app. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

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    42 m
  • EP107: Are dividends taxed less?
    Jun 18 2025

    In this episode, we break down how dividends are taxed in both the US and Canada. We’ll compare the tax rates for dividends with those for capital gains and income, giving you a clearer understanding of how these income streams are treated by the tax authorities.

    I’ll also cover the following key topics:
    - What are dividends, and why do they matter?
    - How retirement accounts work in Canada
    - A look at Canadian tax rates and how they impact you
    - How you could earn $70K per year in dividends in BC and pay no income tax
    - The ins and outs of retirement accounts in the US
    - A breakdown of US tax rates and what they mean for your wallet

    Whether you’re a Canadian or an American, understanding how dividends are taxed can help you make smarter financial decisions. Tune in to get the facts and learn strategies that can potentially save you money.

    Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/app. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

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    25 m
  • EP106: Why do companies pay dividends?
    Jun 11 2025

    In this episode, we’re going to look at why some companies pay dividends and some do not.

    I also cover the following topics in this episode:
    - What are dividends?
    - Reasons for not paying dividends
    - Reasons for paying dividends
    - Benefits of receiving dividends
    - Dividend investing returns
    - RS and LLY, 842% return
    - $20K turned into over $188K

    Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/app. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

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    30 m
  • EP105: Interview with Veteran Portfolio Manager Paul Musson
    Jun 4 2025

    In this episode, I sit down with seasoned investment expert Paul Musson.

    With over 30 years in the financial world, Paul has managed billions as the lead portfolio manager for the Ivy Funds at Mackenzie Investments. Today, he’s the founder of Paddington Capital Management and the author of the thought-provoking new book "Capital Offence: Why Some Benefit at Your Expense", which takes a hard look at the systems that keep wealth in the hands of a few.

    Together, we dive into the realities of today’s financial system, the importance of investing in quality businesses, and how to build lasting wealth—even in uncertain times.

    I also cover the following topics in this episode:

    • What is Paul passionate about today?

    • What is Paul's background?

    • How does philosophy and history impact investing decisions?

    • What is the philosophy of investing?

    • Does consumption raise GDP?

    • What role does the central bank play in the economy?

    • Who is profiting from rising house prices?

    • What is the fake wealth effect?

    • What are the solutions to our existing economic problems?

    • What are the problems with printing more money?

    • The responsibility of government

    • How do I find quality companies?

    • Investing isn't rocket science

    • Don't fall in love with the companies you own

    • What advice do you have for DIY investors today?

    How to get in touch with Paul:
    1. Website: https://paddingtoncapitalmgmt.com/
    2. Book: https://paddingtoncapitalmgmt.com/cap...
    3. On X (twitter): https://x.com/paddingtoncap

    Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/app. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

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    51 m
  • EP104: Interview with Dividend Investor Ian MacDonald
    May 28 2025

    In this episode, I sit down with seasoned dividend investor Ian MacDonald, whose journey spans over 60 remarkable years.

    Before retiring, Ian served as Vice President at Equifax, where he dedicated his career to studying the rise and fall of companies—a passion that shaped his investment philosophy.

    Ian opens up about a pivotal moment in his life: losing $300,000 of his hard-earned savings due to poor advice from an investment advisor. That loss became the turning point that led him to discover the power of dividend investing.

    In our conversation, Ian shares the invaluable lessons he’s learned over six decades. We explore why quality matters, how to build lasting confidence as an investor, and what it really takes to succeed with dividends.

    This episode is filled with wisdom, practical insights, and inspiration—whether you're just starting out or looking to build your net worth.

    I also cover the following topics in this episode:
    - Introduction to Ian MacDonald
    - How Ian lost $300,000 of his life savings
    - How Ian developed his scoring system
    - Ian helped someone making $35K/yr in dividends to making $80K/yr
    - Dividend investing can help you beat inflation
    - Is it better to move into fixed income in older age?
    - Most financial advisors are sales people
    - Companies cannot fake paying a dividend
    - What gives you the confidence to keep investing in today's economic climate?
    - Are you worried about BCE's recent dividend cut?
    - How do you identify a quality company?
    - How difficult is it for someone to start investing on their own?
    - Dividend investing isn't rocket science
    - How far back do you go when looking at historical financial data?
    - The downside of investing in mutual funds, index funds, and ETFs
    - Are banks still using predatory practices?
    - Is the dividend irrelevant?
    - The dividend provides stability
    - The tax benefit of earning Canadian dividends
    - What advice do you have for someone currently investing?
    - In the long-term growing dividends can support a higher stock price
    - What are some common investing mistakes that people make?

    How to get in touch with Ian:
    1. Website: https://www.saferbetterdividendinvesting.com/
    2. Podcast: https://podcasts.apple.com/ca/podcast/safe-dividend-investing/id1558028704

    Disclaimer: The views and opinions shared on this channel are for informational and educational purposes only. Simply Investing Incorporated nor the author and guests shall be liable for any loss of profit or any commercial damages, including but not limited to incidental, special, consequential, or other damages. Investors should confirm any data before making stock buy/sell decisions. Our staff and editor may hold at any given time securities mentioned in this video/course/report/presentation/app. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. All trademarks, trade names, or logos mentioned or used are the property of their respective owners. For our full legal disclaimer, please visit our website.

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    55 m