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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: March, 2017
Mar 27, 2017

According to a survey, 71% of Americans do not have a current Will - and half of Americans age 65 or older don't have a Will that is not up-to-date.

​In this episode we cover the common mistakes people make when drafting their final testaments and ​why Snoop Dogg isn't going to do one at all.

This is part one of a series on Wills. We ask that you subscribe for free to receive the next episode automatically. There is no cost to do so, simply visit iTunes or subscribe on your Android device. You can even listen via our website. All resources and links can be found at http://bigpictureretirement.net

 

Mar 20, 2017

Devin and John answer a question from Mitch about why the Social Security Office would not recognize his Power of Attorney statement.

Charlotte is asking about ABLE accounts - tax-advantaged savings accounts for individuals with disabilities and their families.

If you want us to address your question on the air, send them to questions@bigpictureretirement.net

 

Mar 13, 2017

Roger Whitney, the Retirement Answerman, shares his approach to spending money on fun today while still being able to plan and save for tomorrow.

He likens it to a teeter-totter, and reflects on things his mother taught before she passed away.

Find more information or ask us a question at http://bigpictureretirement.net

 

Mar 6, 2017

7 doable steps for making it easier to be organized with your retirement finances.

One of the biggest hurdles to a successful retirement is getting - and staying - organized. It’s easy for account statements, legal forms and other important documents to pile up in some hidden away desk or drawer. Before long, things are messy. Not just physically messy, but mentally messy too.

To accurately plan for an awesome retirement, you need to first clean up the mess.

Topics we cover in today's episode:

  • Streamline your accounts and Go Paperless
  • Verify your Social Security Earnings have been recorded
  • Create a Master File

And John talks about the best way to store passwords. The answer may surprise you!

For a complete description of the seven steps and list of important documents to keep safe, visit http://www.bigpictureretirement.net/finances-organized



Have a question for the show? Send it to questions@bigpictureretirement.net

 

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