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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!
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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 Fan Mail
Send your questions for upcoming show to [email protected]
@checkyourbalances on Instagram

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