In this episode, Adam Olson answers a critical question for anyone approaching retirement: Can your retirement truly survive on dividends alone?
With over a decade of experience helping clients retire with confidence, Adam has seen how dividend strategies, when used correctly, can dramatically enhance retirement income, provide tax-efficient cash flow, and reduce market risk. But most retirees either overlook or misuse this powerful tool.
In this video, Adam covers:
The Dividend Opportunity Gap and why most people miss it
How to structure dividend income in qualified and non-qualified accounts
Why traditional withdrawal strategies often fail in volatile markets
How to use ETFs vs. direct indexing for tax-efficient income
The Dividend Integration Principle: why dividends should be a cornerstone, but not the entire foundation, of your plan
The difference between haphazard dividend chasing and strategic dividend planning
High-level implementation steps you can take right now to optimize your retirement
If you’re a pre-retiree or retiree looking to build a sustainable, growing income that mimics a paycheck and protects your future lifestyle, this episode is a must-see.
“The most successful retirees use a layered approach that includes dividends, Social Security, and other fixed income sources.” - Adam Olson
Learn more about Adam Olson by visiting the following links:
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Investing involves risk, including loss of principal.
Be sure to understand the benefits and limitations of your available options and consider all factors prior to making any financial decisions. Any strategies discussed may not be suitable for everyone.
Securities and advisory services offered through Mutual of Omaha Investor Services, Inc. Member FINRA/SIPC. Adam Olson, Representative. Mutual of Omaha Investor Services is not affiliated with any entity listed herein.
This podcast is for educational purposes only and may include references to concepts that have legal and/or tax implications. Mutual of Omaha Investor Services and its representatives do not offer legal or tax advice. The information presented is subject to change without notice and is not intended as an offer or solicitation with respect to the purchase or sale of any security or insurance product.
Mutual of Omaha Investor Services and its various affiliates do not endorse or adopt comments posted by third parties. Comments posted by third parties are their own and may not be representative or indicative of other's opinions, views, and experiences.
