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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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Now displaying: June, 2019
Jun 24, 2019

Is it possible that your heirs might disagree with your will? There are many things you can do to reduce or even eliminate fights after you are gone.

In this week's episode, elder lawyer John Ross talks about the dos and don'ts of writing a will when you think there might be conflict between your survivors.

For more information, visit the show notes at https://bigpictureretirement.com/115

Jun 3, 2019

This week's episode includes some reader questions, and a review of the The Setting Every Community Up for Retirement Enhancement Act of 2019 (the SECURE Act).

The SECURE Act has passed the House of Representatives, and a similar bill is working in the Senate.

For more, visit the show notes at https://www.bigpictureretirement.com/5-things-to-know-about-the-secure-act-of-2019 

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