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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: May, 2019
May 20, 2019

Current reports show there will only be enough money coming into Social Security to pay about 75% of Social Security Benefits. Even if we have record-setting economic numbers, we're very close to being too little, too late.

Can a President make changes quick enough to solve the problem?

Devin explains how one change can solve the problem, and how other ideas only partially keep Social Security solvent.

For more information, visit the show notes at https://www.bigpictureretirement.com/113 

May 6, 2019

90% of contested probate cases were between the surviving wife and the children of the deceased man.

We received an email from a listener whose widowed father met a new woman and let her into his life. However, the kids have some concerns about the new friend, and a little research has shown some concerning information about this person.

There is a very specific routine of how people commit elder abuse. Listen as John spells out the secrets of the Financial Abuser's Playbook.

For more information, visit the show notes at https://www.bigpictureretirement.net/112 

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