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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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Jun 19, 2017

Death is never a pleasant topic. What is less pleasant is passing away suddenly with no planning in place and no way to help your family transition through the process.

John walks us through 5 things to do after someone dies:

  • What to do prior to death
  • Immediately after a death
  • Within a few days of a death
  • The first 2 weeks after a death
  • During the year after a death


To download the checklist resource, visit http://www.bigpictureretirement.net  or http://rossandshoalmire.com

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