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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: December, 2017
Dec 25, 2017

If you listen to the news, you’ve probably heard some investment and financial planning industry folks make some wild predictions, and often those predictions don’t come true.

In this week’s episode, Devin and John invited some friends to help them investigate some recent predictions and how they actually turned out. David Waldrop is a financial advisor with Bridgeview Capital Advisors and Andrew Comstock is a Chartered Financial Analyst with Castlebar Asset Management.

For more, visit http://bigpictureretirement.net/052

Dec 18, 2017

Recorded live at FinCon from a 1974 Volkswagon Superbeetle, Devin and John are joined with Roger Whitney, the Retirement Answer Man, and Elle Martinez of CoupleMoney.com.

The main topic?

Divorce is the biggest threat to anyone’s financial stability. How do you work together with your spouse? Elle says, don’t start talking about money - talk about goals.

For more information, go to the show notes at http://www.bigpictureretirement.net/051

Dec 11, 2017

Stacey’s financial advisor recommended 3-6 months of living expenses be in cash. She asks us how much she really needs.

Ron from Portland wants to know what to do with his personal trust now that the beneficiaries are responsible adults. Does he still need this estate planning tool, or can he just have the trust terminate at his death?

For more, go to http://www.bigpictureretirement.net/050

Dec 4, 2017

People who are millionaires have respect for a dollar, and they cut expenses that don’t add value to their lives. 

Joe Saul-Sehy was a financial planner for 16 years, and he has observed some interesting things about how millionaires handled their money. He says it’s not discipline, it’s about seeing something good that happens, then making it automatic.

  • Other takeaways from this episode:
  • Automate important tasks
  • Know that there’s a big difference between planning for tomorrow vs. planning for the long-term
  • Improving revenue AND decreasing the costs go hand-in-hand
  • Knowledge doesn’t pay – action pays

For more details, go to the show notes at http://www.bigpictureretirement.net/049

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