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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 your hosts John Ross, JD and Devin Carroll, CFP® 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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Big Picture Retirement®
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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/

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