Get Higher Income From Your Investments – Covered Call Writing and Dividend Stocks

Money Tree Investing

Money Tree Investing Podcast

Stockmarket, Valuestocks, Investing, Finance, Passiveincome, Wealth, Business, Personalfinance

4.6 • 658 Ratings

🗓️ 24 June 2022

⏱️ 64 minutes

🔗️ Recording | iTunes | RSS

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Summary

We interview Kevin Simpson about his expert strategy of covered call writing and dividends to generate enhanced yield for investors who are frustrated in this low yield environment. This is a great tool for people to understand and add to their toolbox. We also discuss how to hedge your portfolio in times of market volatility.

For more information, visit the show notes at https://moneytreepodcast.com/covered-call-writing-kevin-simpson

Transcript

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0:00.0	Welcome to the Money Tree Investing Podcast.
0:04.7	Stock market, wealth, personal finance, value stocks, invest in your life.
0:11.1	Hello, Smart Money Tree podcast listeners.
0:13.4	Welcome to this week's show.
0:14.8	My name's Kirk Chisholm and I will be your host.
0:17.7	So today we're talking with Kevin Simpson.
0:19.6	How are you doing today, Kevin?
0:20.9	Great, Kirk. Thanks for having me. We're going to be talking about, obviously, the markets have
0:24.8	been a little crazy this year, but we want to talk about some different strategies and how you can
0:29.2	address these markets. So, Kevin, before we begin, tell us a little bit about your background.
0:33.8	Well, I've been managing money, Kirk, for the past 30 years. I started off with a firm called
0:38.3	W.H. Newbold's son and company in Philadelphia, Pennsylvania, and then went over to Butcher
0:43.8	Singer, which became through the various acquisitions and merger trees, part of what now is Wells Fargo.
0:50.1	And I started my firm Capital Wealth Planning in 2005. We're based in Naples, Florida. It's a great
0:56.7	place to live and work. How did you kind of come to working with these kind of strategies?
1:02.4	You have a complex strategy. I'll let you describe it. But how did you kind of get to this point where you
1:05.8	decided this is the best path for investors? You know, it takes a long time and a lot of failures to find success,
1:12.9	and my story is no different. We started off with different ways of thinking about managing
1:18.1	money and working with financial advisors and retail investors, primarily in the option world,
1:24.0	initially, then morphing into a large cap value style box. But with capital wealth
1:29.8	planning, I always wanted to create a strategy that merged risk mitigation with total return.
1:36.2	Again, lots and lots of trial and error. And more than anything, Kirk, right place, right time,
	...

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