The year-end is a perfect time to refresh your buy list. We spotlight two resilient hunting grounds—Financial Services and Consumer Staples—and walk through six names worth deeper research. You’ll get the narrative, the risks, and why each could compound beyond 2026. Do Like Thousands of Seasoned Investors: Download the Dividend Rock Star List to Start Your Research. You'll Learn Why Financials still work (and for whom) Big, diversified players can earn in up and down …
Investment Rules to Safeguard Your Retirement [Podcast]
We lay out the core rules that protect your retirement plan: how to size a cash wedge, set a withdrawal policy you’ll actually keep, avoid duplicate exposure when mixing products, and review your plan annually so a market drop doesn’t derail your lifestyle. Join Retirement Loop. The doors are open for podcast listeners only today! Do not miss the reduced price! The membership gives you access to: A community of over 500 retirees (ran on Mighty Networks) where you can speak with and ask …
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Income Products for Retirees and How to Package Them [Podcast]
When “income” shelves are overflowing, more products can mean more confusion. Which products to use and how to package them? We break down GIC/bond ladders, all-in-one ETFs, dividend ETFs, individual dividend stocks, preferred shares, and covered-call ETFs—and show you how to package just a few into a simple, reliable plan. Join Retirement Loop. The doors close on November 24th! Do not miss the reduced price! The membership gives you access to: A community of over 500 retirees (ran on …
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The Best Way to Generate Retirement Income [Podcast]
The best way to generate retirement income isn’t a product—it’s a plan. We break down the shift from building wealth to drawing from it, how much (and why) to keep in a cash wedge, the role of GICs/bonds without going “all fixed income,” and why chasing yield can backfire. You’ll leave with a clear, repeatable process to create your own paycheck—without overhauling a strategy that already works. Join Us Tomorrow for the 6 Retirement Upgrades Webinar. You'll Learn Mindset …
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Can I Retire with $500K? [Podcast]
Worried that the "magic number" of a $1M won't be achieved? We run the math on a $500K nest egg and show how the right levers—timing, taxes, and total-return investing—can still deliver a confident retirement. You’ll also hear when part-time work or a slight delay meaningfully boosts sustainability, how home equity fits in, and why chasing double-digit yields is the fastest way to drain a portfolio. Save Your Spot for the 6 Retirement Upgrades Webinar. You'll Learn Start with …
5 Critical Things to Do Before Retirement [Podcast]
We often view retirement as the end goal, but it’s actually one of the biggest transitions in someone’s life. To make that transition as smooth as possible, you need to prepare. So, today, we’re walking through the 5 critical things you should do before you retire. Whether you’re 6 months or 5 years from retirement, this episode will help you feel confident — and avoid costly mistakes. Join Retirement Loop's Wailist to Get More Insights. You'll Learn Budget that reflects …
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