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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: October, 2018
Oct 29, 2018

In light of the recent market activity, Devin and John thought it would be useful to re-broadcast their original episode on the lessons they've learned from past market declines.

Lesson 1: Market declines are normal
Lesson 2: No one can consistently predict market movements
Lesson 3: The best days hang out with the bad days

...and more two more you can read about at https://www.bigpictureretirement.net/lessons-learned-from-market-declines

Oct 22, 2018

On the surface, Social Security survivor benefits seem pretty simple: at the death of the first spouse, the surviving spouse is eligible to receive his or her own benefit, or the benefit of the deceased, whichever is greatest.

In today's show, Devin and John go over:

  • Who Is Eligible for Survivor's Benefits
  • How Much Is The Spousal Survivor Benefit
  • The RIB LIM, or "Widow's Limit"
  • and Restricted Filings

For more information, visit the show notes at http://www.bigpictureretirement.net/095

Oct 15, 2018

Important benefits offered by the Department of Veterans Affairs (VA) are changing.

Devin and John talk about:

  • Improved Pension with Aid and Attendance
  • Clearly Defined Assets Test
  • Adding A Look-back Period

For more information, visit the show notes at http://www.bigpictureretirement.net/094

Oct 8, 2018

Part 3 in the Big Picture Retirement series on Drawdown Strategies: Brandon Renfro talks about "setting a floor."

For more information, visit the show notes at http://www.bigpictureretirement.net/093

Oct 1, 2018

Part 2 in our series. In this episode we answer the question "How are you going to take your money out so that it lasts?" Then, once you have a plan for which accounts you should access in which order, how are you going to figure out the amount of income to take out from your portfolio?

For more information, visit the show notes at https://www.bigpictureretirement.net/092

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