We sit down with Troy Cates, co-founder of NEOS ETFs, to discuss everything you need to know about NEOS. We cover who they are as a company, the innovative ETFs they offer, new funds set to launch soon, and key tax strategies that can benefit investors. If you’re looking to diversify your portfolio and optimize your tax situation, this is a must-watch! Troy shares insights into how NEOS ETFs might be the perfect addition to your portfolio.
Dividend Stockpile features a wide range of guests — from portfolio managers and ETF creators to financial advisors, analysts, and independent investors — all sharing their expertise in dividend and income investing. Our conversations dive into real strategies for generating reliable income through dividend stocks, ETFs, closed-end funds, and options. Each guest brings a unique perspective to help you build, manage, and grow your own dividend stockpile for the long term.
I am a married father of 4 boys ranging from 4 to 16 years old. My goal is to live off the dividends and income from my portfolio. My wife will be able to retire in 2026 from our investment income and I hope to retire by the time I am 55 years old. I live in Florida and love to talk about investing!