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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: May, 2018
May 28, 2018

Devin and John continue the discussion from Episode 73: The Right Way To Qualify for Medicaid for Long-Term Care

Single person: you can have a house, you can have a car, you can have your funeral paid for, you can have $2,000.

How can you bring your assets down below the $2,000 limit? There are quite a few good options.

Now, if you're part of a married couple, you have a different set of issues.

As you can see, this stuff is really complicated.

For more information, visit the show notes at http://bigpictureretirement.net/074

May 21, 2018

What is the right way to qualify for Medicaid for long-term care expenses? Listen in as John and Devin discuss Medicaid eligibility factors, non-countable assets, and what - if anything - needs to be done with assets now to possibly protect these assets down the road.

For more information, visit the show notes at http://www.bigpictureretirement.net/073

May 14, 2018

Warren Buffett made a bet, that came to be known as Buffett’s bet, that the S&P 500 would outperform any basket of hedge funds in the next 10 years. It started on the 1st day of January 2008, and was supposed to conclude at the end of 2017.

If you look the final results, the S&P annualized gain was 7.1%, which is impressive considering that this challenge started during a terrible time in the market. The group of hedge funds didn’t even earn an average of 2.1% during that period of time.

It’s weird that Buffett made this bet, because he has made his fortune by buying individual stocks. This bet was contrary to the way he invests personally.

Letter to shareholders In the event of his death, he directs the trustees to put 90% of the trust funds value in S&P 500 index funds.

It does raise the important question, in your own portfolios, should you just stay to with a packaged product?

For more information, visit the show notes at http://www.bigpictureretirement.net/072

May 7, 2018

This idea of dividends sounds good, but chasing yield often ends badly.

Dividends aren't guaranteed, but having the right balance for your situation can benefit you when it comes to dividend-paying stocks.

Learn what a dividend is and what to look out for when looking at dividend stocks at http://www.bigpictureretirement.net/071

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