Info

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.
RSS Feed Subscribe in Apple Podcasts
Big Picture Retirement
2024
April
March
February
January


2023
December
November
October
September
August
July
June
May
April
March
February
January


2022
December
November
October
September
August
July


2020
March


2019
December
November
September
August
July
June
May
April
March
February
January


2018
December
November
October
September
August
July
June
May
April
March
February
January


2017
December
November
October
September
August
July
June
May
April
March
February
January


All Episodes
Archives
Now displaying: Page 1
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/

0 Comments
Adding comments is not available at this time.