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The Investment Playbook Show

Mar 18, 2022

Everyone looks at income as dividends, however, the world changes and so does our approach to taking income from your portfolio. Join us on Consider This Program to figure out how capital gains will become more significant to your income needs than ever before.

Schedule your complimentary Next Steps meeting today!


Resources -

"Phantom Capital Gains", Joe Clark, CFP
Phantom Capital Gains - The Financial Enhancement Group (

"Not Every Basket Is Created Equal", article by Grant Soliven, AIF Not Every Basket Is Created Equal - The Financial Enhancement Group (


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