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Big Picture Retirement

If you are planning for, or living in, retirement…this is the show for you. The success of your retirement may depend on how well you planned for the "big picture" and connected the dots of your legal, tax, and financial plan. In this show, we’ll dig beneath the surface and discuss how you should apply this planning with your hosts- attorney John Ross and financial planner Devin Carroll.
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Feb 6, 2017

The second type of advisor every retiree needs in their corner is a Financial Advisor.

Not everyone needs a financial advisor. But those who are within 10 years of retirement, are too busy to do their own planning, or with complex financial situations can definitely benefit from having a financial advisor.

We discuss what to look for when selecting an advisor that matches your desired needs.

Be sure to check out more of our resources at http://www.bigpictureretirement.net

 

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