DiscoverA Worthwhile "Retirement"Why I HATE Dividends | Ep 29
Why I HATE Dividends | Ep 29

Why I HATE Dividends | Ep 29

Update: 2025-08-06
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  1. Dividends often discourage people from selling stocks. In my opinion, this more rigid philosophy leads to retirees who are more prone to discomfort in uncertainty.
  2. Dividends tend to be viewed as "magic money" that just appears in addition to stock appreciation. This even permeates financial outlets that the public perceives to be experts.
  3. Dividends are taxably inefficient. They limit our ability to fill up long-term capital gains brackets, and they limit our ability to make roth conversions.


This is general financial information and is not intended to be taken as personalized legal, tax, or investment advice for anyone's particular situation. Please consult with a professional before you make any changes based off of something you heard on a podcast.

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Why I HATE Dividends | Ep 29

Why I HATE Dividends | Ep 29

Jacob George, CFP®