Informed Investing

The Informed Investing podcast distills the most relevant financial news and market articles into concise, structured insight. Each episode highlights what matters, filters out noise, and helps investors process information quickly and clearly.

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#169
October 15 · 20 min
Ep. 169: RISR's Rate Hedge, Realty Income vs MPLX, a $750K Tax-Free Roth, Bond ETFs, $1K/mo from Pharma & Big Tech vs Dividends
8 sources: II #205 RISR rate-hedge fund review, TIKR Realty Income vs MPLX, 24/7 Wall St $750K Roth IRA dividend portfolio, Dividend Talks 7 stocks not buying, Dividends4Me Big Tech bubble vs dividend value, Dividend Collection Agency O & MAIN, 7 Figu
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#168
October 14 · 22 min
Ep. 168: $3,800/mo in a Taxable Account, JEPQ vs QQQI, KO vs CVX, EIX vs CCI, SCHD vs VYM, OVL & Pipelines
8 sources: II #194 $3,800/mo taxable book, TIKR Coca-Cola vs Chevron, 24/7 Wall St JEPQ vs QQQI, Doug the Retirement Guy on OVL, TIKR Edison vs Crown Castle, Fool SCHD vs VYM, Ryne Williams buying the dividend dip, Fool ET & WMB pipelines
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#167
October 13 · 17 min
Ep. 167: AT&T After SpaceX, UPS vs EPD, J&J vs Pfizer, MCD at -30%, RISR, EGGY & CHPY
8 sources: II #206 AT&T/SpaceX, TIKR UPS vs EPD, Fool J&J vs Pfizer, Dividends And Income on MCD, Dividend Stockpile on RISR, Doug the Retirement Guy on EGGY, Pay Me in Dividends on CHPY, Darth Dividend strategy
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#166
October 12 · 24 min
Ep. 166: The 10-Year at 5.22% vs HD, ARES & VZ, Covered Calls in a Bear Market & SPYI vs GPIX
8 sources: Informed Investing Forge #16 (10-year Treasury vs dividend baskets), PTBW covered calls in a bear market, Investor Intellect step-up in basis, Russ Knopf on REITs, Doug SPYI vs GPIX/TSPY/ROCY, TIKR GIS vs CLX, Fool PayPal dividend, Fool 5 divid
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#165
October 9 · 24 min
Ep. 165: SCHD's Chip Problem, FELV Hype, HESM's Crash & KBDC's 12% Yield
II #201 SCHD chipmakers piece, Motley Fool SCHD 15-year case, 24/7 Wall St 5%+ consensus dividend stocks, Kiplinger core stocks, Dividend Collection Agency KBDC 12% yield, Viktoriya M Finance FELV, Dividend Data HESM crash, Doug the Retirement Guy QQQI vs
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#164
October 8 · 22 min
Ep. 164: OTF's 15% Yield at a 44% Discount, Stop Sorting by Yield & CVS vs UnitedHealth
II #184 OTF piece (15% yield, 44% discount, 86%-covered dividend), ChartMill Watsco payout-ratio risk, TIKR CVS vs UNH for retirees, ETF Trends AHYB high-yield bonds, Dividend Bull 13% daily-dividend preferred, Dividend Prince 6 yield-sorting mistakes, Di
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#163
October 7 · 25 min
Ep. 163: $3,263/mo From 7 Monthly Payers, the 7% Dividend Trap & Dividends vs a Guaranteed Rate
II #195 monthly-payer book (O/MAIN/UTG/PFF/JEPI/SPYI/JEPQ, $3,263/mo on $500K), TIKR KO vs O, 247wallst dividends vs a guaranteed Treasury rate, Dividends Paradise 7% dividend trap (5 numbers), Fool industrials for rising rates (ROK/EMR/HON), 247wallst 5
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#162
October 6 · 21 min
Ep. 162: XLU Fell, AMLP & BIZD Rose — One Rate Spike, Plus a $4,850/mo Tax-Free Roth & Dividend Doublers
II #199 rate-spike sector piece (XLU/AMLP/BIZD), Pame high-yield income portfolio video, Doug DIVB vs DGRO growth-bucket video, Dividends Paradise MAIN/UPS/KHC, Fool JNJ vs LLY, 247wallst KO/PEP/JPM/O/ABBV basket, 247wallst $4,850/mo Roth IRA plan, Brett
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#161
October 5 · 24 min
Ep. 161: MBOX Was the Value Tilt, $6,950/mo Without REITs & the Bond-Yield Dividend Sell-Off
II MBOX vs SCHD piece, 247wallst $6,950/mo no-REIT portfolio, Dividends4Me growers (MKC/Wolters Kluwer/ZTS), two YT videos on the bond-yield dividend sell-off, Chartmill BMY dividend quality, Fool UNH earnings preview + KO in down markets
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#160
October 2 · 22 min
Ep. 160: O, VICI & ADC — Blame the 10-Year, 7% Yielders & Altria's 60 Raises
II REIT piece (O/VICI/ADC fell 20%+, dividends held, 10-year did it), 247wallst beaten-down 7% yielders (UPS/GIS/BBY) + ex-date list, Dividends4Me Altria 6%/60 raises, Chartmill Evercore value screen, Morningstar minimalist retirement funds, two YouTube v
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#159
October 1 · 23 min
Ep. 159: Three Funds, One Bet, $7,950 a Month at 62 & Where JEPI and O Belong
II 'Three Funds, Same Big Tech Stocks' (VOO+QQQM+VGT = 42% in big 8 vs 36% VOO; +566% vs +317% 10yr, -31% vs -24.5% 2022), Dividend Prince on the dividends-vs-growth argument, 24/7 Wall St VYM vs S&P 500 yield, $7,950/mo at 62 (SCHD/DGRO/JEPI/VICI/MAI
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#158
September 30 · 20 min
Ep. 158: MCD & PEP Scorecard, $7,350 a Month Without Bonds & What Covered Calls Really Cost
II MCD & PEP Revisited scorecard (2 held/3 slipping/1 broke; MCD smaller 50th raise + $8.5B NEXT plan; PEP partial price-hike reversal, Q3 Oct 8), 247 Wall St no-bond $7,350/mo portfolio (SCHD/JEPQ/SPYI/NNN/OBDC/VZ), 247 Wall St XYLD/SPYI/QYLD per-sha
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#157
September 29 · 22 min
Ep. 157: SEPI Beat JEPI and the S&P 500, SCHD vs SPYI in Retirement & Dividend Kings That Keep Raising
II SEPI teardown (beat JEPI/SPYI/GPIX/SPY over first year, +25.82% TR, stock picks + calls on ~half the book), 4 YouTube videos (Retirement Income Investor SCHD vs SPYI in retirement, Viktoriya M Finance on dumping EGGY, Ryne Williams cheap high-yield sta
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#156
September 28 · 22 min
Ep. 156: EGGY's 33% Payout, a 20% XPAY Target & Value-or-Trap at Dot-Com CAPE Levels
II EGGY teardown (33% payout, paid out more than earned, -33.7% largest drop vs SMH), 4 YouTube videos (PTBW x NEOS CSHI vs SGOV, Doug the Retirement Guy XPAY 20% target, VICI deep dive, Dividend Data 5 dividend stocks at 52-week lows pt.2), Motley Fool C
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#155
September 25 · 23 min
Ep. 155: The Fourth Fund Decides the Fall — Crash-Buy ETFs, 13% Preferreds & Dividends at 52-Week Lows
II #186 SCHD-anchored 7.8% income portfolio (fourth-fund selloff test), Motley Fool 4 crash-buy ETFs (SPYG/SOXX/SCHD/VT), Vanguard ETF Report VFH down 7%, Dividend Prince 5 ETFs vs S&P 500, Dividends Paradise 14 3%+ yielders, 3 YouTube videos (Kyle Li
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#154
September 24 · 26 min
Ep. 154: SCHD Is Not a Bond — Our Crash Test, Nvidia's 2,400% Dividend Hike & Undervalued Utilities
II #185 SCHD bond-replacement crash test, Morningstar Nvidia dividend hike/dividend growth, Quality At A Fair Price 5 dividend-growth utilities, 5 YouTube videos (SCHD Q3 dividend, Nasdaq monthly income vs covered calls, ADX market-beating income fund, 9-
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#153
September 23 · 24 min
Ep. 153: A Streak Is Not Safety — GIS's Frozen Dividend, 5-Star Sell-Off Bargains & Where to Hold SCHD vs. JEPI
II GIS #177 article, Morningstar 12 new 5-star stocks, ETF Trends international income (NIHI), 247wallst Realty Income, 2 YouTube videos, 247wallst SCHD/JEPI taxable vs IRA, Fool SCHD $32K for $1K/yr
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#152
September 22 · 23 min
Ep. 152: Informed Investing: The Dividend Paradox — Growth Streaks vs. High-Yield Traps
VIG article (Content Shelf) + 247wallst retirement dividend stocks + Kiplinger best dividend stocks + 5 YouTube videos on dividend/option-income funds
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#151
September 21 · 20 min
Ep. 151: The Size of the Check Tells You Nothing
Eight sources on the gap between what a fund pays and what it actually returns: our own IWMW/IWMI teardown (41% paid out, dead last; three tests — capture, rate persistence, cycle behavior), Morningstar's Gold-rated VIG and its deliberate exclusion of the
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#150
September 18 · 22 min
Ep. 150: The Headline Yield Is the Least Reliable Number on the Page
Eight sources on what actually backs a dividend versus what the headline yield advertises: our own GLPI teardown (8% yield, lease-by-lease coverage), Morningstar's case that low yields are good news for income investors, 247wallst's five high-yielders scr
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Showing 21–40 of 53 episodes