This strategy paid $111,000 in 40 months AND grew the portfolio by $153,000. That’s a 30% increase, or ~9.5% annually, while taking income. #simplymoney #investingtheeasyway #PortfolioGrowth #PassiveIncome
from Simply Money https://www.youtube.com/shorts/L0qzL9z5w7k
Our portfolio balance hits $821,000 after 40 months, a 56.5% increase! $246,000 in distributions led to 4,992 more shares. #investingtheeasyway #SimplyMoney #Investing #PortfolioGrowth #FinancialFreedom
from Simply Money https://www.youtube.com/shorts/d6Qi4L32Yl0
SPYI (S-P-Y-I) promises reliable income, but its payouts behave unexpectedly. We analyze the ETF’s math and risk engine to reveal what it realistically puts in your pocket month after month. #SimplyMoney #InvestingTheEasyWay #IncomeETF #SPYI #InvestmentAnalysis
from Simply Money https://www.youtube.com/shorts/MLmi0pbQdMc
QQQI owners, let’s talk! What do you love about this covered call ETF? If you don’t own it, what’s holding you back? Share your thoughts! #simplymoney #investingtheeasyway #CoveredCallETF #QQQI #InvestingTips
from Simply Money https://www.youtube.com/shorts/2j6SJkTBb68
Maximize your investment returns! Learn how to reinvest a portion of your income (DRIP) while still enjoying a steady cash flow. Play with the numbers and find your ideal balance! #SimplyMoney #InvestingTheEasyWay #DRIPInvesting #PortfolioGrowth
from Simply Money https://www.youtube.com/shorts/7J-JiqDr1Ks
Discover how a 50% drip strategy can help you gain shares and consistent income. Watch how it grows! See the numbers, track the progress, and learn to build wealth. #DripInvesting #IncomeStrategy #WealthBuilding #InvestingTips #simplymoney #investingtheeasyway
from Simply Money https://www.youtube.com/shorts/Gi3I6S_D0SE
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Owning a paid-off home in retirement can be one of the most powerful financial moves you’ll ever make. In this video, we reveal how eliminating your mortgage changes everything — from lowering your monthly expenses to giving you freedom, flexibility, and peace of mind.
Discover why a mortgage-free retirement is more secure
See how housing costs impact your long-term wealth
Learn strategies to pay off your home faster
Find out why your house is more than just a place to live — it’s a key part of your retirement plan
If you’re planning for retirement, don’t overlook the hidden advantages of a paid-off home.
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— TIMESTAMPS —
00:00 – Paying Off Your House: The Ultimate Retirement Strategy
00:18 – Key Assumptions for the Mortgage Payoff Scenario
00:44 – Why Paying Off Your Mortgage Beats Investing (For Many People)
01:14 – Real Story: Choosing Between Investing or Paying Off the House
01:42 – The Hidden Benefit: Peace of Mind & Job Security Risk
02:10 – The Math People Ignore: Future Value Cost
02:34 – Mortgage Gone at 60: Freeing Up $1,500 Monthly
02:56 – Investing Mortgage Payments for 5 Years (Age 60–65)
03:22 – How $1,500/Month Becomes $106,000 at Retirement
03:45 – Rent vs. Own in Retirement (The Big Cost Gap)
04:10 – How Rent Explodes 3% Per Year in Retirement
04:34 – Total Retirement Rent: Nearly $480,000 Over 20 Years
04:56 – Homeowner Advantage: Lower Rising Costs (Taxes & Maintenance)
05:22 – The Cash Flow Gap: $1,000–$2,000/Month Saved By Owning
05:44 – Why Mortgage Freedom Reduces Your Required Withdrawal Rate
06:06 – The Double Win of a Paid-Off House
06:28 – Lifetime Wealth Impact: Over $600,000 Difference
06:54 – Personal Finance Is Personal: Factors That Change the Outcome
07:18 – Community Questions: Renting vs. Owning Experiences
07:50 – Outro & Simply Money Sign-Off
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Welcome to Simply Money — Your trusted guide to financial freedom.
We share expert strategies, smart investing tips, and powerful money management tools to help you build wealth, eliminate debt, and create lasting financial security. From budgeting basics to advanced investing strategies, Simply Money gives you the knowledge and confidence to take control of your financial future.
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Join thousands learning how to build wealth, retire smarter, and reach financial independence.
What you’ll learn on Simply Money:
How to budget and save smarter
Passive income & dividend investing
Retirement planning strategies
Debt payoff methods that actually work
Real estate & alternative investments
Financial independence and early retirement (FIRE)
Start your journey to financial freedom today. Every video is packed with real strategies, proven insights, and practical tools to help you succeed.
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Top Recommended Finance Books
Psychology of Money: https://amzn.to/3qRbaOd
Richest Man in Babylon: https://amzn.to/3PmFGJ9
Total Money Makeover: https://amzn.to/3syl4Vc
Simple Path to Wealth: https://amzn.to/3syl4Vc
Atomic Habits: https://amzn.to/3Z1wFs0
The Intelligent Investor: https://amzn.to/3qZXqAK
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#PayOffMortgage
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from Simply Money https://www.youtube.com/watch?v=OooClIbE34U
