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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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Big Picture Retirement
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Now displaying: April, 2019
Spring Cleaning - the Financial Edition 0
Apr 1, 2019

Spring is here, and it's a great time to do some financial spring cleaning. Devin and John go over a few things you want to do:

  • A fee audit
  • Double-check your beneficiary designations.
  • ...and more

For more information, visit the show notes at https://www.bigpictureretirement.net/111 

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