Dividend Investing vs The 4% Rule | David Bahnsen's Case For Dividend Growth

Which is the better retirement strategy: following the 4% rule or living off a growing stream of dividends? David Bahnsen joins me to explain why he became a dividend growth investor after witnessing the dot-com crash, and how sequence-of-returns risk can devastate retirees who are forced to sell investments during a bear market. David is the founder, managing partner, and chief investment officer of The Bahnsen Group, which manages roughly $10 billion in assets. He is the author of The Case for Dividend Growth and his new book, Profit from the Profit We also discuss: • Dividend growth investing versus the 4% rule • Why dividend strategies remain overlooked • Dividends versus share buybacks • The risks of high-yield investments • BDCs, REITs, midstream companies, and option-income ETFs • How stocks are selected for the TBG ETF • David’s target yield and dividend growth rate • The explosive growth of The Bahnsen Group • One stock David believes is currently mispriced Learn more about David’s new book: https://profitfromprofit.com Read Dividendology: https://www.Dividendology.com/ Listen to the Mispriced Podcast on Spotify: https://open.spotify.com/show/0342vxz... TIMESTAMPS: 00:00 Introduction 00:26 Why David became a dividend growth investor 03:15 The 4% rule versus living off dividends 04:37 Why dividend growth investing is still overlooked 06:23 How sequence-of-returns risk can ruin retirement 07:17 Should every investor be 100% in dividend growth stocks? 08:22 Dividends versus share buybacks 11:45 When share buybacks actually benefit investors 13:25 Do high-yield investments belong in a portfolio? 14:52 How much should investors allocate to high yield? 16:24 The problem with option-income ETFs 16:37 How David selects stocks for the TBG ETF 17:09 Understanding TBG’s yield and distributions 19:16 TBG’s yield and dividend growth targets 20:17 Dividend growth versus inflation 21:40 How The Bahnsen Group reached $10 billion in AUM 23:41 One stock David believes is mispriced 24:29 Where to find David’s new book Disclaimer: This video is for educational and informational purposes only and should not be considered financial advice. Always conduct your own research before making investment decisions.