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.
Subscribe & Download
Never miss out on a new episode! Subscribe using your favorite podcast app.
Sign up to be one of our Money Tree Ultimate Insiders. You will have instant access to new episodes, automatically have access to our monthly giveaways, and the potential to be a guest panelist on our show
Looking for a better way to invest?
It doesn’t cost much to start, and you get access to a portfolio built around your risk tolerance and your goals. Using Modern Portfolio Theory, pioneered by a Nobel laureate, Betterment can help you build wealth without getting caught up in the noise of the market.
Today's Guest: Kevin Simpson
Kevin is the co-founder and Chief Investment Officer of Capital Wealth Planning, LLC, in Naples, FL.
He graduated from The George Washington University, majoring in finance, and since the start of his career has worked at some of the world’s largest firms, including W.H. Newbold’s Son & Co. and Wheat First Butcher Singer (now Wells Fargo).
Now, with his book, “Walk Toward Wealth,” Kevin is sharing his proven investment knowledge and expertise to help people build long-lasting wealth and achieve financial security.
Kevin's Online Presence:
- Kirk Chisholm | Innovative Wealth
- Barbara Friedberg | Barbara Friedberg Personal Finance
- Megan Gorman | The Wealth Intersection