Carve Out vs. Dividends: Portfolio Income Showdown

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...