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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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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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