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Show Notes

Article from David Harrell on Morningstar titled “Don’t Fall for This Common Dividend Mistake When Investing for Retirement” on 10/30/2025 - https://www.morningstar.com/retirement/dont-fall-this-common-dividend-mistake-when-investing-retirement

Post on X from Ryan Detrick on 3.20.26 - https://x.com/RyanDetrick/status/2035042415774511545

Financial Planning Topic of the Week

https://www.plancorp.com/blog/mega-backdoor-roth

343 Topics:

Oil shocks ≠ long-term losses: Markets have historically delivered strong gains following major oil price spikes
Corrections are healthy: Multiple pullbacks per year are typical, even in strong bull markets
Dividend yield ≠ total return: High yields can be misleading if price declines offset income
Covered call ETFs trade growth for income: Higher yields come with capped upside and often lower total returns
Pullbacks can be buying opportunities: Retests of prior highs often act as strong entry points
Mega Backdoor Roth = major opportunity: High earners can significantly boost tax-free retirement savings if their plan allows it