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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: September, 2022
Sep 26, 2022

Thinking about getting married again? Before you do, it's important to understand the financial implications (that aren't always obvious). 

Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through their individual firms. 

Contact Devin’s team at https://www.carrolladvisory.com/ 

Contact John’s team at https://www.rossandshoalmire.com/ 

Sep 19, 2022

Can a Social Security break even calculator help you decide the best age to file? Yes! 

Just know…the results of this calculation alone cannot be the deciding factor when choosing the best filing age. 

Deciding when to file for Social Security benefits requires the examination of multiple pieces of information. A Social Security break-even calculator can help with the decision, but it can never be the sole factor used if you are serious about making a well-rounded decision. 

Before using this calculator, I’d highly encourage you to read my article on the right way to use a Social Security break-even calculator.

Access the break-even calculator here https://www.socialsecurityintelligence.com/calculators/social-security-break-even-calculator/ 

Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through their individual firms. 

Contact Devin’s team at https://www.carrolladvisory.com/ 
Contact John’s team at https://www.rossandshoalmire.com/ 

Sep 12, 2022

The tax code is set to have big changes in 2026. If you want to avoid estate taxes when these rules change, there may be steps you need to take TODAY! 

Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through their individual firms.Contact

Devin’s team at https://www.carrolladvisory.com/


Contact John’s team at https://www.rossandshoalmire.com/

Sep 6, 2022

Airbnb has revolutionized the lodging industry. Today the value of Airbnb is only slightly less than Marriot, Hilton, and Intercontinental PUT TOGETHER! 

Should you stake your claim in the nightly rental gold rush? 

Joining us today is a very special guest. Karen Carroll is an experienced host with more than 12 years of working with the major nightly rental platforms. 

We'll dive into:

  • Why she chose short-term vs. long-term rental 
  • How to manage a property
  • How to identify the right property
  • And most importantly...what revenue is possible? 

See Karen's listings at https://www.airbnb.com/users/63088703/listings 

Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through their individual firms. 

Contact Devin’s team at https://www.carrolladvisory.com/ 

Contact John’s team at https://www.rossandshoalmire.com/ 

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