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 …
Continue Reading about 5 Critical Things to Do Before Retirement [Podcast]
Passion & Purpose in Retirement: Why it Matters — with Mark Young [Podcast]
Retirement is the end of a paycheck—not the end of your purpose. Vero sits down with Mark Young (retirement coach at Retirement Loop, former software engineer who retired early) to unpack how passion, purpose, and service create a deeply satisfying next chapter. You’ll hear practical ways to “retire to something,” use the skills you already have (time, talent, treasure), avoid familiar post-retirement ruts, and start experimenting this week—even if you have no grand calling (yet). Join …
Continue Reading about Passion & Purpose in Retirement: Why it Matters — with Mark Young [Podcast]
Sell Your Winners Before It’s Too Late [Podcast]
Your best stocks won’t stay perfect forever. We lay out a clear framework to decide if/when to take action on winners—whether that means holding, trimming, or exiting. Let's walk through how to define acceptable risk per position, evaluate concentration, and confirm the move. The goal isn’t to cap upside; it’s to make confident, rules-based decisions when a winner gets big—or starts showing cracks. Join our Free Newsletter to end the buy and sell struggles. You'll Learn Why …
Continue Reading about Sell Your Winners Before It’s Too Late [Podcast]
Dividend Growth Investing vs The Market – Who Wins? [Podcast]
Does dividend growth investing really keep up when “the market” rips higher? We stack Dividend Growth Investing (DGI) against broad indexing across four distinct periods. You’ll hear where DGI shines and where indexing wins. Most importantly, you’ll leave with a simple decision framework: choose the approach that lets you invest with conviction and reach your goals—consistently. Download the Dividend Rock Star List! You'll Learn What we compared (methodology and why it …
Continue Reading about Dividend Growth Investing vs The Market – Who Wins? [Podcast]
Crazy Payout Ratios (-50% or 200%), What to Do? [Podcast]
Payout ratios look simple… until they’re not. Mike and Vero unpack why the classic “<80% = safe” rule can mislead you—especially when earnings get distorted, special dividends hit, or you’re dealing with capital-intensive businesses. You’ll learn when the EPS payout ratio matters, when to switch to cash payout, DCF, or FFO/AFFO, and how to read “ugly” numbers like negative or 200% payouts without panicking. Avoid Being Confused by Stock Price: Catch the Full Webinar Replay Now …
Continue Reading about Crazy Payout Ratios (-50% or 200%), What to Do? [Podcast]
