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Big Picture Retirement

Planning for, or already enjoying, your retirement? This is the show for you. The success of your retirement hinges on how well you connect the dots between legal, tax, and financial planning. Join hosts attorney John Ross and financial planner Devin Carroll as they dig beneath the surface to help you gain the confidence and clarity needed to navigate your retirement journey successfully.
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Now displaying: June, 2018
Jun 25, 2018

While we move into our new recording studio, and with all the new listeners coming on board, we are replaying an episode from 6 months ago: The Tatoo Factor and Predictions that Didn't Happen

Devin shared some examples of pretty dire predictions by investment professionals, and asked David and Andrew how they would respond.

David points out that the fear of losing everything is pretty compelling – there’s a natural instinct to avoid danger.

Andrew recommends that clients focus on their individual plans that has been prepared for their unique situation and risk tolerance.

For more information, visit the show notes at http://www.bigpictureretirement.net/052

Jun 18, 2018

Devin talks about good reasons to file for Social Security at age 62.

Every situation is different, and some folks will benefit more if they file later, but there are many people for whom it makes sense to file early:

  • You need the income
  • You Are Single and Have Health Issues
  • Issues Related To Your Spouse’s Benefits
  • Survivor Benefits
  • Minor or Disabled Children

For more information, visit the show notes at http://www.bigpictureretirement.net/episode-77-5-smart-reasons-to-file-early-for-social-security/

Jun 11, 2018

Devin and John welcome Brandon Renfro to talk about Real Estate Investment Trusts (REIT).

A REIT is a packaged investment product, like a mutual fund, that is invested in real estate related assets.

There are a couple of different types of REITS that you can buy.

For more information, visit the show notes at http://www.bigpictureretirement.net/076 

Jun 4, 2018

For many, going to college is the goal, but the costs can be overwhelming. If you’re a parent, or a grandparent, you’ve got to be thinking, “How do I keep these children from going into that hole?”

John and Devin share ideas and tips for how to make college affordable for you or your children/grandchildren.

For more information, visit the show notes at http://bigpictureretirement.net/episode-75-ways-to-pay-for-college

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