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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: Page 1
Dec 10, 2018

John received a question from a listener with a blended family. The wife needs long-term care, and the assets to support such an expense!

He talks about “Medicaid estate recovery” and other recommendations for power of attorney, etc.

Then Devin answers a question about the Social Security earnings limit and then tackles some myths about Social Security.

For more information, visit the show notes at https://www.bigpictureretirement.net/101 

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