Check Your Balances
Check Your Balances
Ross Anderson, CFP® and Daniel Messeca, CFP®
Can you "Rule Break" into retirement?
29 minutes Posted Sep 10, 2025 at 4:00 am.
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Show notes
As a follow up to last week's episode with David Gardner, we dive deeper into whether the Rule Breaker Investing philosophy is suited for an investor that is approaching retirement. Ross and Dan spent 6 years almost exclusively trying to answer that question for many many investors. Here's what they think about that concept today! Send us a text Send your questions for upcoming show to [email protected] @checkyourbalances on Instagram