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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: December, 2018
Dec 31, 2018

How do you figure out how much money you're spending on your investments?

In this encore presentation, Devin and John talk about the types of fees you might be paying, and how you can figure out what they are.

For more information, visit the show notes at http://www.bigpictureretirement.net/104 

Dec 24, 2018

David Stein, host of the Money For The Rest of Us podcast, will explain the importance of trade, and how the trade, and trade wars, might impact you and your retirement.

For more information, visit the show notes at http://www.bigpictureretirement.net/103

Dec 17, 2018

Devin and John continue working their way through some of the listener questions that have been coming in.

John has a question about making a trust the beneficiary of an IRA, and then Devin has a question about Social Security benefits for public employees who have not contributed to Social Security.

For more information, visit the show notes at https://www.bigpictureretirement.net/102 

Dec 10, 2018

John received a question from a listener with a blended family. The wife needs long-term care, and the assets to support such an expense!

He talks about “Medicaid estate recovery” and other recommendations for power of attorney, etc.

Then Devin answers a question about the Social Security earnings limit and then tackles some myths about Social Security.

For more information, visit the show notes at https://www.bigpictureretirement.net/101 

Dec 3, 2018

What kind of rights do grandparents have?

John Ross from the Big Picture Retirement Show deals with a lot of people in retirement, and many of those folks have grandchildren.

He shares some harrowing stories and tips you can use to makes sure your rights are honored.

For more information, visit the show notes at http://www.bigpictureretirement.net/100 

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