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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: February, 2019
Feb 18, 2019

A trust is a legal entity, just like a corporation or an individual person. All trusts will have an exchange of property and three categories of people:

  • The people who create it, called the grantors, or the settlers, or the trust-makers
  • The people in charge of the trust, usually called the trustees
  • The beneficiaries: the people who get the benefit of the trust


Devin and John go over the different types of trusts and when to use them.

For more information, visit the show notes at https://www.bigpictureretirement.net/108 

Feb 4, 2019

Are illegal immigrants going to cause the collapse of the Social Security system?

The Social Security trustees reports that more immigration is a benefit to the system.

Devin and John of Big Picture Retirement look at both sides and get to the truth behind Illegal Immigration and Social Security.

For more information, visit the show notes at https://www.bigpictureretirement.net/107 

 

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