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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: June, 2017
Jun 26, 2017

Social Security benefits are confusing - even for those who work at the SS Office.

Often, the person looking for advice is unsure of what information the SS Office needs - or how to communicate it to them.

Nancy tells her story of being denied for Social Security benefits - and how Devin Carroll was able to provide her the advice and documentation to fight for her benefits. The difference was $500 a month in Nancy’s favor.

Contact Devin for help with your Social Security Benefits at http://www.bigpictureretirement.net/about/devin-carroll

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

Jun 12, 2017

Did you know that a copy of a will may not hold up in Probate? John talks about the need to keep an original copy of the will up-to-date and in a safe place.

Devin is asked if buying a rental property in retirement is a better idea than investing in the market.

Download 3 Simple Steps to a Successful Retirement at http://www.bigpictureretirement.net/steps

Jun 5, 2017

Steve Chen created a retirement planning calculator that anyone can use. The inspiration came from personal experience. His mom needed help at retirement - but she didn't have enough assets to work with most financial planners.

Steve from NewRetirement.com discusses financial planning needs for those who aren't "attractive" to financial planners.

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

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