DiscoverCheck Your BalancesCan you "Rule Break" into retirement?
Can you "Rule Break" into retirement?

Can you "Rule Break" into retirement?

Update: 2025-09-10
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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!

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Can you "Rule Break" into retirement?

Can you "Rule Break" into retirement?

Ross Anderson, CFP® and Daniel Messeca, CFP®