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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, 2018
Mar 30, 2018

Devin brings on special guest Andrew Comstock to talk about what's going on in the market and what we can expect moving forward

Mar 26, 2018

The Census Bureau has announced that by 2030, senior citizens (65 and older) will outnumber people aged 18 and under. What will this mean for health care costs and the security of pension plans?

John and Devin also talk about a recent app that sold millions of people’s Facebook information. Is this truly a data breach of sorts?

For more information, visit the show notes at http://bigpictureretirement.net/065

Mar 19, 2018

Each month or so, Devin and John devote an episode to answering listener questions. This week, they’ve picked two great questions submitted by listeners like you.

Devin answered this question: “Is this a good time to invest?”

John tackled the concern from a listener who asked: “Is there any way I can keep a nursing home from taking my Social Security?”

For more information, visit the show notes at http://www.bigpictureretirement.net/064

Mar 12, 2018

Not all accountants are created equal. Some are just document processors. They get you in, do your return and send you on your way. Advice? Ha! Others actually care enough to ask the important questions and give you guidance that improves your tax outlook. For more information, visit the show notes at http://www.bigpictureretirement.net/hiring-right-tax-advisor/

Mar 5, 2018

You’ve probably heard the Biblical account of Jacob & Esau. Hidden within this story is a powerful lesson about estate planning that is still overlooked today.

For more information, visit the show notes at http://www.bigpictureretirement.net/episode-002-lesson-from-jacob-esau/

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