Show Notes: The Tom Dupree Show – Financial Hour

Date: July 20, 2024

Host: Tom Dupree

Guests: Mike Johnson, Chad Sturgill

1. Music

– Discussion of The Who’s album “Who’s Next” (1971)

– Importance of Keith Moon to The Who’s sound

– Brief history of session musician Nicky Hopkins

2. Main Topics:

a) Working Past Retirement Age:

– Story of 95-year-old car salesman still working

– Importance of enjoying work regardless of age

b) Quality of Life in Retirement:

– Harvard study on happiness: relationships matter more than financial success

– Dupree Financial Group’s focus on overall life quality, not just finances

c) Investment Strategies:

– Focus on income-producing investments for retirees

– Importance of dividends in portfolio construction

– Discussion of mature businesses vs. growth companies

– Analysis of current dividend yields across market sectors

d) Dupree Financial Group’s Approach:

– Use of publicly traded stocks and bonds

– Emphasis on client fund security with large custodians

– Balancing technology of large firms with accountability of small firms

e) Market Analysis:

– Potential growth in natural gas infrastructure due to increasing electricity demand

3. Investment Philosophy:

– Process refined over time through experience

– Openness to revisiting previously owned companies

4. Closing Remarks:

– Recap of Dupree Financial Group’s 20+ years in business

– Contact information: 859-233-0400

– Website: dupreefinancial.com

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