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Big Picture Retirement®

Planning for, or already enjoying, your retirement? This is the show for you. The success of your retirement hinges on how well you connect the dots between legal, tax, and financial planning. Join your hosts John Ross, JD and Devin Carroll, CFP® as they dig beneath the surface to help you gain the confidence and clarity needed to navigate your retirement journey successfully.
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Sep 25, 2017

Most of us have a whole world of digital stuff out there, and some of it is important.  You need a plan for how your survivors will access these accounts, whether you are disabled or dead.



As our world becomes more and more digital, it becomes more important that your survivors, heirs and executors can access certain online accounts.  This may include bank accounts, email, electronic document storage, insurance policies, and many other types of accounts.

Find more information and resources in our show notes at http://www.bigpictureretirement.net/039

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