Investing in retirement requires a completely different mindset, one focused on income, not just preservation.

In this episode, I continue our Seven Strategies for Successful Investing in Retirement series by explaining Strategy #4: Understanding the Role of Stocks in Retirement, and Strategy #5: The Value of Dividend Growth Investing.

Together, these two approaches show how stocks can generate sustainable income and growth throughout your retirement years.

Key Takeaways:

• Why stocks shouldn’t be viewed like gambling, and what their long-term record actually shows
• How a balanced stock and bond mix can fuel income growth over decades
• The real-world power of dividends to combat inflation and support retirement income
• Why reacting emotionally during market downturns often hurts long-term outcomes
• How dividend growth investing can provide ongoing income, compounding, and stability
• And more!

Resources:

• Get Your FREE Simply Retirement Roadmap
• #80 – Investing in Retirement – Part 1: It Starts with a Plan
• #81 – Investing in Retirement – Part 2: Changing the Way You Think About Retirement
• S&P 500 at Your Fingertips – Political Calculations (data for dividend and portfolio growth 1993–2022)
• Historical Returns of the S&P 500 – Aswath Damodaran, NYU Stern School of Business
• S&P 500 Earnings and Dividend Data – Aswath Damodaran, NYU Stern School of Business:
• The Power of Dividends – Hartford Funds / Ned Davis Research (Dividend growers vs. non-dividend payers, volatility comparison)
• Deconstructing 10, 20 & 30 Year Stock Market Returns – Ben Carlson, A Wealth of Common Sense

Connect with Eric Blake:

• eric@blakewealthmanagement.com
• www.TheSimplyRetirementPodcast.com
• Join the Simply Retirement Newsletter
• Ask a Question or Suggest a Topic for the Podcast
• Blake Wealth Management
• YouTube

The S&P 500 Index is an unmanaged index of 500 large U.S. companies. It is not possible to invest directly in an index. Index returns do not include fees or expenses.