エピソード

  • FIAX • GAIX • BLOX: Everything You Need to Know!

    FIAX • GAIX • BLOX: Everything You Need to Know!
    2025/09/15
    I sit down with David Nicholas, Portfolio Manager at XFUNDS, to discuss their 3 high-income ETFs: FIAX, GAIX, and BLOX.We break down each ETF’s investment strategy, portfolio holdings, options positions, and talk about the distribution yields investors can expect. David also shares the story behind why he started XFUNDS and what sets his firm apart from the competition in the crowded income ETF space.Whether you’re looking for steady income, smart options strategies, or new ETFs to watch, this interview gives you an inside look at one of the fastest-growing income-focused ETF managers.👉 Tickers covered: FIAX, GAIX, BLOX👉 Topics: income investing, ETF strategy, options, dividend yieldsIf you want to learn more about how to boost your income portfolio with ETFs, this is a must-watch!Time Stamps:00:00 Intro and Overview of XFUNDS ETFs - FIAX, GIAX, BLOX00:49 Background of David Nicholas & XFUNDS04:17 Why did you start XFUNDS?06:15 FIAX Overview09:40 GIAX Overview18:03 BLOX Overview23:48 Where to get more info about these ETFs?24:35 Outro
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    25 分
  • Every REIT I Own in 2025 | REIT Portfolio Review

    Every REIT I Own in 2025 | REIT Portfolio Review
    2025/09/12
    In this video, I’m pulling back the curtain and revealing my entire REIT portfolio. I’ll walk you through all 12 of my individual REIT holdings plus the one REIT ETF I own, breaking down all the metrics you need to know.We’ll cover a mix of residential REITs, commercial REITs, industrial REITs, data centers, and more, showing you how I diversify across the real estate sector for both dividend income and long-term growth.If you’ve ever wondered which REITs are worth owning for passive income, or how a dividend investor structures a real estate portfolio, this is the deep dive for you.Sign up for alreits today for the BEST REIT research tool: http://bit.ly/4mH5wWt👉 Make sure to hit subscribe for more breakdowns of my real-money dividend portfolios, updates on new dividend ETFs, and strategies to build sustainable income.
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    22 分
  • DIVY ETF Explained: Bi-Weekly Dividend Income with Eric Beyrich

    DIVY ETF Explained: Bi-Weekly Dividend Income with Eric Beyrich
    2025/09/09
    I sit down with Eric Beyrich from Sound Income Strategies to dive deep into their innovative high-income ETF – DIVY (The Sound Equity Dividend Income ETF). If you’re a dividend investor looking for consistent income, this is a must-watch.We cover everything you need to know about DIVY:✅ What Sound Income Strategies does and their investment philosophy✅ The objective and strategy behind the DIVY ETF✅ DIVY’s top holdings and key sectors in the portfolio✅ The current dividend yield and what investors can expect✅ DIVY’s unique payout schedule that distributes dividends every 2 weeks instead of monthly or quarterlyThe DIVY ETF is designed to generate high, consistent dividend income while giving investors exposure to high-quality equities. Whether you’re building a retirement income portfolio or just love steady cash flow, this conversation will help you understand if DIVY fits your investment strategy.Don’t forget to like, subscribe, and hit the bell for more deep dives into dividend ETFs, income strategies, and dividend growth investing.Watch now and learn how DIVY could play a role in your dividend income portfolio!
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    16 分
  • 'Retire Often' with Jillian Johnsrud | How to Take Mini-Retirements

    'Retire Often' with Jillian Johnsrud | How to Take Mini-Retirements
    2025/08/31
    Join me as I sit down with author Jillian Johnsrud to talk about her brand-new book, Retire Often. In this inspiring conversation, we dive into the concept of mini-retirements—what they are, why they matter, and how you can take them without sacrificing your financial goals.We cover:✅ What a mini-retirement actually looks like✅ How to plan and pay for your time away from work✅ Ideas for what to do during a mini-retirement✅ Jillian’s book, podcast, and her personal journey toward financial freedomIf you’ve ever dreamed of stepping away from work—whether for travel, family, passion projects, or just to recharge—this episode will show you how it’s possible. Jillian’s wisdom and experience prove that retirement doesn’t have to be a “one and done” event—it can be a way of life.📚 Grab Jillian’s new book Retire Often here: https://lnk.to/retireoften🎙️ Check out Jillian’s podcast: https://retireoften.com/podcast/Time Stamps:00:00 Introduction00:30 Welcome Jillian Johnsrud, author of 'Retire Often'01:05 Background on Jillian's FIRE journey and how she built mini-retirements into her life04:07 Why take mini-retirements?08:32 What is a mini-retirement?10:54 How can taking a mini-retirement benefit someone?13:12 How do you think of the money aspect of mini-retirements?18:20 How to design your ideal life?20:00 6 Financial Pillars for mini-retirements24:22 Allow your money to benefit your life25:58 How can someone utilize dividend income for mini-retirements?28:35 'Retire Often' Book Review31:38 How can people connect with you?32:40 Outro
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    33 分
  • Why Income Investors NEED a Barbell Strategy

    Why Income Investors NEED a Barbell Strategy
    2025/08/28
    Are you leaving income — and safety — on the table? In this video, we break down why every income investor NEEDS a barbell strategy to protect wealth, reduce risk, and boost cash flow in 2025 and beyond.I am joined by David Sherman, CIO of CrossingBridge Advisors to discuss how low-beta, low-duration fixed income can balance out your long term income portfolio using a barbell strategy.The barbell strategy isn’t just for Wall Street pros. It’s a powerful, time-tested way to balance your portfolio between safe, stable income assets and high-growth, higher-yield opportunities. This approach can help you:✅ Protect your wealth during market downturns✅ Capture upside when markets recover✅ Generate steady income you can count onWhether you’re investing for retirement, building a dividend growth portfolio, or just looking for smarter ways to balance risk and reward, the barbell strategy is one tool you can’t afford to ignore.📌 In this video, we cover:00:00 Intro00:30 Welcome David Sherman, CIO of CrossingBridge Advisors02:13 Why investors should consider adding short duration income investments to their investment mix08:30 How your risk tolerance and risk capacity fit into your investment choices09:25 How to set up a barbell investment approach15:15 Example of a dividend company that may be a risk in the short term that could derail your goals17:30 When it makes sense to use an active manager over self-investing or a passive approach23:40 The mistake people make in fixed income investing25:10 David's view on the current market conditions, interest rates, and the economy32:15 The most important metric dividend investors need to watch33:18 Educational resources from CrossingBridge33:45 CrossingBridge's investment strategies39:35 Where to get more information on CrossingBridge40:07 Outro
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    41 分
  • Can You REALLY Make a Living Off Options Trading?

    Can You REALLY Make a Living Off Options Trading?
    2025/08/25

    Is it possible to make a living off options trading? In this video, I am joined by Erica Joan from Abundantly Erica, an options trading expert and coach, and we'll dive into the world of options trading and explore the realities of generating a sustainable income from this lucrative market. From understanding the basics of options trading to advanced strategies and risk management techniques, we'll cover it all. Whether you're a seasoned trader or just starting out, this video will give you a realistic view of what it takes to succeed in options trading and whether it's possible to make a living from it. So, can you really make a living off options trading? Watch to find out!
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    32 分
  • The Future of AI is Here: Invest in This ETF NOW! | TCAI ETF

    The Future of AI is Here: Invest in This ETF NOW! | TCAI ETF
    2025/08/23

    Join us as we dive into the future of AI infrastructure and explore the revolutionary changes it's bringing to the tech industry! In this exclusive interview, we sit down with the portfolio manager of Tortoise AI Infrastructure ETF to discuss the exciting developments in AI infrastructure stocks and how they're the "Picks and Shovels" of the AI Gold Rush. From understanding the inner workings of the Tortoise AI Infrastructure ETF to uncovering the secrets behind AI's rapid growth, we'll cover it all. If you're interested in staying ahead of the curve and capitalizing on the AI revolution, then this video is for you! Get ready to learn about the latest trends in tech portfolios and how they're shaping the future of market disruption.
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    20 分
  • The BEST Dividend Stocks - My Ultimate Buy List

    The BEST Dividend Stocks - My Ultimate Buy List
    2025/08/21
    I reveal my personal Dividend Stock Investing Universe – a carefully curated list of the 48 highest-quality dividend growth stocks selected from over 780 companies. These are the elite dividend payers I’ll be choosing from to build my long-term, income-focused portfolio.Each stock has been graded A+, A, or A- based on 18 key metrics, including dividend growth, earnings strength, ROIC, free cash flow, payout ratio, and more. What You’ll Learn:- How I narrowed 780 dividend stocks down to just 48 elite names- What criteria I used to evaluate dividend growth quality- The full list of A+, A, and A- ranked dividend stocks- How this universe will guide my portfolio-building decisionsWhether you’re a long-term investor, a dividend growth enthusiast, or looking to build passive income through quality stocks, this video is for you.Subscribe to Dividend Stockpile for stock breakdowns, portfolio updates, ETF analysis, and options strategies to boost your dividend income!Comment below: Which of the 48 stocks do YOU own or have on your watchlist?
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    8 分