
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
6464 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

3,579 Listeners

3,234 Listeners

3,237 Listeners

942 Listeners

531 Listeners

1,954 Listeners

301 Listeners

1,261 Listeners

674 Listeners

3,087 Listeners

453 Listeners

924 Listeners

156 Listeners

1,627 Listeners

93 Listeners