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EPS 23 - Dividend Dates Demystified: Ex-Date vs Record Date Made Simple

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Manage episode 364725479 series 3307548
Content provided by Jerry Williams. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jerry Williams or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode of the Pink Money Podcast, Jerry unpacks the confusing world of “X-date.” While the media ties the term to debt ceiling debates, in the investing world it means something very different. Jerry explains the record date, declaration date, and ex-dividend date for mutual funds—what they mean for payouts, taxes, and your portfolio. Using simple examples, he breaks down how dividends and capital gains affect share prices, when it makes sense to buy, and why chasing distributions isn’t always the best move. Plus, he touches on tax considerations and smart planning tips so you can avoid costly mistakes and invest with confidence.

💬 Have a question or comment? Contact Jerry here

  continue reading

43 episodes

Artwork
iconShare
 
Manage episode 364725479 series 3307548
Content provided by Jerry Williams. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jerry Williams or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode of the Pink Money Podcast, Jerry unpacks the confusing world of “X-date.” While the media ties the term to debt ceiling debates, in the investing world it means something very different. Jerry explains the record date, declaration date, and ex-dividend date for mutual funds—what they mean for payouts, taxes, and your portfolio. Using simple examples, he breaks down how dividends and capital gains affect share prices, when it makes sense to buy, and why chasing distributions isn’t always the best move. Plus, he touches on tax considerations and smart planning tips so you can avoid costly mistakes and invest with confidence.

💬 Have a question or comment? Contact Jerry here

  continue reading

43 episodes

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