Dividend Strategies for Generational Wealth With Roger Conrad Artwork

The Agent of Wealth

Welcome to The Agent of Wealth Podcast with Marc Bautis from Bautis Financial. In this podcast, Marc helps small business owners and retirees overcome the multiple wealth planning challenges involved in your financial life. We do this by creating comprehensive wealth management plans to guide you towards financial freedom, ensure you never run out of money and help create a balance in life that prioritizes what is most important to you. Join us for this journey as Marc draws from years of expertise and guest experts to solve the multiple wealth planning issues involved in your financial life.

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The Agent of Wealth

Dividend Strategies for Generational Wealth With Roger Conrad

August 22, 2025 • Marc Bautis • Episode 259

A note from your host: My guest’s audio becomes unclear beginning at 14:30. This issue resolves at 16:17. Thank you for your patience during this brief section — we appreciate you sticking with us!

What if your portfolio could pay you to wait? That’s the power of dividend investing.

In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Roger Conrad, veteran dividend investor and author, nicknamed “The Tortoise King.” With over 40 years of experience navigating recessions, market booms, and industry shifts, Roger shares how dividend strategies can generate sustainable income while still capturing growth opportunities in sectors like energy, utilities, and artificial intelligence.

In this episode, you will learn:

Why Roger believes dividend-paying companies remain one of the most reliable wealth-building tools, even in volatile markets.
The five key criteria he uses to evaluate whether a company’s dividend is sustainable.
How sectors like utilities, pipelines, and even real estate play a critical role in income-focused investing.
The risks of relying solely on capital gains — and why today’s market concentration in “big tech” may mirror the late 1990s bubble.
And more!

From utilities to AI, find out which sectors can deliver sustainable dividends and reliable returns!

Resources:

Episode Transcript & Blog | Dividends with Roger Conrad | conradsutilityinvestor.com | energyandincomeadvisor.com | Power Hungry: Strategic Investing in Telecommunications, Utilities and Other Essential Services | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call