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Content provided by Ross Anderson, CFP® and Daniel Messeca, CFP®, Ross Anderson, and Daniel Messeca. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ross Anderson, CFP® and Daniel Messeca, CFP®, Ross Anderson, and Daniel Messeca or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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Carve Out vs. Dividends: Portfolio Income Showdown

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Manage episode 377446036 series 2945614
Content provided by Ross Anderson, CFP® and Daniel Messeca, CFP®, Ross Anderson, and Daniel Messeca. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ross Anderson, CFP® and Daniel Messeca, CFP®, Ross Anderson, and Daniel Messeca or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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 checkyourbalances@outlook.com to be featured on upcoming mailbag episodes!

  continue reading

184 episodes

Artwork
iconShare
 
Manage episode 377446036 series 2945614
Content provided by Ross Anderson, CFP® and Daniel Messeca, CFP®, Ross Anderson, and Daniel Messeca. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ross Anderson, CFP® and Daniel Messeca, CFP®, Ross Anderson, and Daniel Messeca or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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 checkyourbalances@outlook.com to be featured on upcoming mailbag episodes!

  continue reading

184 episodes

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