Investing in Retirement – Part 3: The Building Blocks of Your Retirement Portfolio (Ep. 82)
Investing in retirement requires a completely different mindset, one focused on income, not just preservation.
In this episode, I continue our Seven Strategies for Successful Investing in Retirement series by explaining Strategy #4: Understanding the Role of Stocks in Retirement, and Strategy #5: The Value of Dividend Growth Investing.
Together, these two approaches show how stocks can generate sustainable income and growth throughout your retirement years.
Key Takeaways:
- Why stocks shouldn’t be viewed like gambling, and what their long-term record actually shows
- How a balanced stock and bond mix can fuel income growth over decades
- The real-world power of dividends to combat inflation and support retirement income
- Why reacting emotionally during market downturns often hurts long-term outcomes
- How dividend growth investing can provide ongoing income, compounding, and stability
- And more!
Resources:
- Get Your FREE Simply Retirement Roadmap
- #80 – Investing in Retirement – Part 1: It Starts with a Plan
- #81 – Investing in Retirement – Part 2: Changing the Way You Think About Retirement
- S&P 500 at Your Fingertips – Political Calculations (data for dividend and portfolio growth 1993–2022)
- Historical Returns of the S&P 500 – Aswath Damodaran, NYU Stern School of Business
- S&P 500 Earnings and Dividend Data – Aswath Damodaran, NYU Stern School of Business:
- The Power of Dividends – Hartford Funds / Ned Davis Research (Dividend growers vs. non-dividend payers, volatility comparison)
- Deconstructing 10, 20 & 30 Year Stock Market Returns – Ben Carlson, A Wealth of Common Sense
Connect with Eric Blake:
- eric@blakewealthmanagement.com
- www.TheSimplyRetirementPodcast.com
- Join the Simply Retirement Newsletter
- Ask a Question or Suggest a Topic for the Podcast
- Blake Wealth Management
- YouTube
The S&P 500 Index is an unmanaged index of 500 large U.S. companies. It is not possible to invest directly in an index. Index returns do not include fees or expenses.
Podcast: Play in new window | Download | Embed