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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: October, 2022
Oct 31, 2022

For those who are retired, or getting close to being retired, a bear market is an anxious time. In today's episode, we talk about how you can PROFIT from a declining market and set up the rest of your retirement to reap the rewards of making the right moves while the opportunity is still here.

Oct 24, 2022
In today's episode, we talk about a few of the Social Security changes for 2023 that will have a significant impact to retirees.These changes include:
  • The 2023 cost of living adjustment
  • The 2023 Earnings Limit
  • The 2023 Maximum Family Benefit Formula
  • The amount needed to earn one credit
  • The Windfall Elimination Provision (WEP) penalty
  • The maximum taxable wage base
  • The Substantial Gainful Activity (SGA) thresholds
Oct 17, 2022

Often described as one of the most complicated legal rules, the "rule against perpetuities" can prevent you from leaving assets to your family forever. 

In today's episode, we dive into this rule and talk about some of the states who are changing their definition of "perpetuity" for generational wealth transfer. 

Oct 10, 2022

In 2023 the premium for Part B Medicare will be going DOWN. In today's episode we talk about how just one drug screwed up the forecasted premiums for 2022, and how that's being adjusted out in 2023. 

Oct 3, 2022

In today's show we are joined by Benjamin Brandt for a discussion about the 4% rule (and how it goes against human nature), using a dynamic spending approach, and building a retirement budget that actually works. 

Connect with Benjamin Brandt on his website at https://retirementstartstodayradio.com/ and sign up for his newsletter at https://retirementstartstodayradio.com/newsletter      

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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