Retirement Archives - The Dividend Guy Blog

Crunchy Tax Optimization Questions [Podcast]

Today, we focus on the tax moves that actually matter (and the ones that waste your time), especially if you’re sitting on big unrealized gains in a non-registered account. The big takeaway: build your plan and investment strategy first—then optimize taxes, not the other way around. Join Retirement Loop's Waitlist You'll Learn The “3 D’s” of tax optimization (what really moves the needle): Defer: delay taxes so your money compounds longer. Divide: split …

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Dividend Income for Life—Stop Chasing Yield and Start Controlling Your Paycheque

Blog, Investing Strategy, Portfolio Building, Retirement

When it comes to building a retirement portfolio, the dream is simple: an income stream that lasts as long as you do. But here’s the part most investors don’t like hearing: you don’t get there by shopping for the highest yield. You get there by building a portfolio that can keep producing cash flow and preserve (or grow) your capital across complete market cycles. This is precisely why I created the Dividend Income for Life Guide—a practical roadmap to help you build a retirement income …

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Investment Rules to Safeguard Your Retirement [Podcast]

Blog, Podcast, Retirement

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]

Blog, Podcast, Retirement

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]

Blog, Podcast, Retirement

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]

Blog, Podcast, Retirement

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 …

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