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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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Now displaying: February, 2017
Feb 27, 2017

What should you look for when hiring a legal advisor? In this episode we discuss the first question you need to ask a potential legal advisor, what to watch out for, and the benefits of paying a flat fee versus an hourly rate.

For more information, visit http://bigpictureretirement.net

 

Feb 20, 2017

Does an 18-year old need a Power of Attorney? You bet!

We also discuss limitations for drawing Social Security benefits while working.

If you have questions, email them to questions@bigpictureretirement.net

Feb 13, 2017

Michael Kitces joins us to discuss the difference between Fiduciary and Suitability Standards and what is happening to the Department of Labor's Fiduciary Rule.

Is your Financial Advisor a salesperson or fiduciary looking out for your best interest?

For more information, visit http://www.bigpictureretirement.net

 

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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