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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: January, 2018
Jan 29, 2018

Looking at changes from the investment perspective: The change in the environment of shopping may impact your investments. Investment in these new technologies may provide solid returns.

On the other hand, investments in physical retailers and certain types of real estate may do poorly.

It’s definitely worthwhile to consider what the future might look like when you’re selecting your investments, because changes in the economy may significantly impact your retirement portfolio.

For more information about the Amazon Effect on investments, visit the show notes at http://www.bigpictureretirement.net/057

Jan 22, 2018

“Do I get a step-up in the basis of a property that I inherited?” This is the first of two questions in today's "Listener Questions" episode.

Then John answers a question about leaving an inheritance to someone who may face a divorce. Should you do something special in this situation?

To read more, or find more information, visit http://www.bigpictureretirement.net/056

Jan 15, 2018

Will Social Security be there when you retire?

Devin and John agree that Social Security will still be there, but may be quite different than it is now.

There are many possible solutions to this issue, but there are two proposals that are most likely:

An increase of the age at which you start receiving benefits or increased Social Security taxes.

Listen to find out more. For more information, visit the show notes at http://www.bigpictureretirement.net/055

Jan 8, 2018

It’s that time of year, when you make great plans for the upcoming new year.

Devin and John have a great plan to help you make 2018 the year when you get all your financial plans in order.

No matter what else happens, at the end of 2018, you’ll be either one year further into retirement, or one year closer to retirement.

Let’s make it a productive year, so you can relax and enjoy the things that really matter.

For more information, visit the show notes at http://www.bigpictureretirement.net/054

Jan 1, 2018

Now that the Tax Cuts and Jobs Act of 2017 has been signed into law by President Trump, we can plan to make changes in how we spend, save, and give - or can we?

John and Devin get into some of the specifics of the tax reform and how it may or may not affect your income tax liability in the U.S.

For more, visit the show notes at http://www.bigpictureretirement.net/053

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