EP109: Building wealth with 100-year dividend stocks

In this episode of the Simply Investing Dividend Podcast, we dive into the incredible stories of companies that have paid dividends for over 100 years.You’ll discover:- Which companies have rewarded their shareholders for a century or more- Why they keep paying dividends through wars, recessions, and market crashes- Powerful lessons you can apply to build your own reliable, growing income stream- Real-world examples, including ExxonMobil (XOM) and Johnson & Johnson (JNJ)- How an investment made in 2005 could have delivered a 312% total return- And how you could achieve a 14% dividend yield on cost over timeIf you’re serious about long-term wealth, don’t miss this inspiring and practical episode!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.

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 stocksIf 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.

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 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 stocksIf 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.

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 walletWhether 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.

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 $188KDisclaimer: 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.

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 governmentHow do I find quality companies?Investing isn't rocket science Don't fall in love with the companies you ownWhat 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.

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/id1558028704Disclaimer: 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.

In this episode, I interview the founder of Siegel Asset Management Partners, Yves Siegel. We discuss the energy sector, specifically midstream companies. Yves shares with us his guidelines for investing in energy dividend stocks.Yves has been recognized several times by The Wall Street Journal’s “Best on the Street” survey for stock picking, and in 2018 received the “Ammys” Hall of Fame award in Research and Analysis, an honor recognizing excellence and contributions to the North American energy infrastructure sector.Additionally, Yves contributes to mainstream media including CNBC, The Wall Street Journal, and The New York Times as a recognized expert in asset management and investment strategy. We talk about dividend investing, how to select the right stocks, and investor behaviour.You’ll find today’s episode both educational and inspiring.I also cover the following topics in this episode:- Introduction to Yves Siegel- Yves's area of focus- What are midstream energy companies?- Is there a future in oil and gas?- What are the by-products of petrochemicals?- What is the number one way to generate large amounts of electricity?- The importance of energy independence in the US- Do fossil fuel companies invest in renewable energy?- Before investing in companies, what do you look for?- The importance of looking at cashflow- What makes a strong balance sheet?- Looking at the fundamentals of a business- The importance of a quality management team- How do you know if the management is high quality?- How do you ensure that the dividend is sustainable?- What is ESG?- What is the CBOE Volatility Index (VIX) "fear index"?- Why should we care about the VIX?- Is there a direct correlation between the VIX and market value?- The importance of investor psychology and mindset?- How do you become a confident investor?- What would cause you to sell your stocks?- What made you want to teach a course on behavioural finance?- How do people make investing decisions?- What is the number one mistake young investors make?- Yves's eight principlesHow to get in touch with Yves:1. Website: https://www.siegelassetmgt.com/2. SAM's eight principles: https://www.siegelassetmgt.com/principlesDisclaimer: 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.

In this episode, I interview Jeremy from Dividend Stockpile. We talk about dividend investing, how to get started, how to become a confident investor, and how to navigate the current economic climate. You’ll find today’s episode both educational and inspiring.I also cover the following topics in this episode:- Introduction to Jeremy- What attracted Jeremy to income investing and dividends?- How do you select dividend stocks?- How to watch out for very high dividend yield stocks- The key to looking at historical data- What happened with 3M (MMM) cutting their dividend?- How do you protect yourself against dividend cuts?- The importance of diversification- How many stocks should you own?- High dividend yield versus low dividend yield (but higher dividend growth)- Does dividend growth outpace inflation?- Living off your dividends- Are dividends irrelevant?- What makes the dividends predictable?- Investing in today's economic climate- How should someone start investing now?- The importance of keeping a rainy day fund- Where does your investing confidence come from?- What is your holding period?- What would cause you to sell a stock?- The importance of paying attention to a company's management- Why do some people think that investing is complicated?- The lack of investing education- Giving the gift of education to your children- How not to panic when investing- How did you come up with the name "Dividend Stockpile"?How to get in touch with Jeremy:1. Website: https://dividendstockpile.com/2. YouTube: https://www.youtube.com/ ⁨@DividendStockpile⁩  3. On X (Twitter): @DivStockpileDisclaimer: 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.

In this episode, I interview CEO and Portfolio Manager Jenny Harrington, a dividend investor, author, and regular contributor to CNBC (Halftime Report and Worldwide Exchange). We talk about dividend investing, how to get started, how to become a confident investor, and how to navigate the current economic climate. Jenny Van Leeuwen Harrington is the Chief Executive Officer of Gilman Hill Asset Management, LLC, an income-focused, boutique investment management firm located in New Canaan, CT.Ms. Harrington also serves as Portfolio Manager of the firm’s flagship Equity Income strategy, which she created and has managed since its inception.  In this capacity, she is responsible for an equity portfolio with a mandate of generating a 5% or higher aggregate annual dividend yield, with additional potential for capital appreciation.Ms. Harrington has over twenty-five years of investment experience.  Prior to joining Gilman Hill in 2006, she was a Vice President in Private Wealth Management at Neuberger Berman where she originated the Equity Income strategy that she manages today at Gilman Hill.  Previously, Jenny began her Wall Street career as an Analyst in Goldman Sachs’ Private Client Services group, where she worked with high net worth individuals and families in a variety of investment capacities.  She subsequently worked as an Associate in Goldman’s Investment Management division, where she served as a strategic liaison for the Investment Banking Division. A sought-after expert on dividend investing, Ms. Harrington is a contributor on CNBC, where she regularly appears on the Halftime Report and Worldwide Exchange. She is also regularly quoted in major business publications such as The Wall Street Journal and Barron’s.You’ll find today’s episode both educational and inspiring.I also cover the following topics in this episode:- What inspired Jenny to write a book about dividend investing- Why dividend investing versus other forms of investing?- Certain returns vs uncertain returns- Are dividends irrelevant?- What does "emotional comfort" have to do with investing?- How do you become a more confident investor?- How to overcome your fear of investing- What advice would you give to someone in their 30s just starting to invest?- How to get your kids started with investing- What advice would you give to someone in their mid 50s that are not happy with their current level of dividend income?- When it comes to investing why do you need to advocate for yourself?- What advice do you have for dividend investors given the current economic climate?- What is the importance of following the "process"?- Conventional wisdom says to get out of equities as you get older, is that the right approach?All of the profits from Jenny's book will be donated to the Council for Economic Education.How to get in touch with Jenny:1. Website: https://gilmanhill.com2. Jenny's book: https://lnk.to/dividendinvesting3. Barron’s article:  https://www.barrons.com/advisor/articles/weeks-best-a-dividend-experts-best-advice-cd3d96fc?mod=advisor_centerDisclaimer: 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 buyi