What to Do with Dividends

This podcast episode analyzes Walgreens Boots Alliance's disappointing financial performance, highlighting concerns over its declining stock price and negative cash flow. It also examines the acquisition of American Equity Investment Lifeholding by Brookfield Reinsurance, noting the broader trend of companies deploying dry powder for mergers and acquisitions. The episode emphasizes the benefits of dividend investing, including its outperformance and reliability in retirement, but also acknowledges potential drawbacks such as reinvestment risk and the impact of taxes.