
Sign up to save your podcasts
Or


Check this episode out on our YouTube Channel if you'd rather see us do this same show!
This week Ross and Dan revisit a popular topic in their practice which is how to approach portfolio income. Should you be switching to a dividend-focused approach, or would a "Carve Out" strategy give you better access to the funds you'll need to live on in retirement?
Email your questions for the show to [email protected] to be featured on upcoming mailbag episodes!
Send us a text
Send your questions for upcoming show to [email protected]
@checkyourbalances on Instagram
By Ross Anderson, CFP® and Daniel Messeca, CFP®5
5656 ratings
Check this episode out on our YouTube Channel if you'd rather see us do this same show!
This week Ross and Dan revisit a popular topic in their practice which is how to approach portfolio income. Should you be switching to a dividend-focused approach, or would a "Carve Out" strategy give you better access to the funds you'll need to live on in retirement?
Email your questions for the show to [email protected] to be featured on upcoming mailbag episodes!
Send us a text
Send your questions for upcoming show to [email protected]
@checkyourbalances on Instagram

3,222 Listeners

1,502 Listeners

1,361 Listeners

948 Listeners

518 Listeners

295 Listeners

856 Listeners

671 Listeners

88 Listeners

194 Listeners

909 Listeners

1,554 Listeners

66 Listeners

308 Listeners

83 Listeners