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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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Oct 16, 2023
In this episode, we open the phone lines and talk directly with our listeners to answer their burning questions.
  • Suzanne's Dilemma - Suzanne from California is on the brink of retirement and finds herself at a crossroads regarding her Social Security collection and marriage. With a mix of emotions, financial goals, and intricate social security rules, we navigated her through her options and potential benefits.
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  • Richard's Inquiry - Richard from Massachusetts brought up a probing question about the SECURE Act, specifically regarding the 10-year rule for inherited IRAs. We got into the nuances of how the rule works, ensuring clarity for Richard and others in similar situations.
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  • Sandra's Charity Vision - Sandra from West Virginia had a query about transferring money from her IRA directly to a charity, tax-free. Our hosts unveiled the benefits of the qualified charitable deduction and took a light-hearted detour discussing the evolution of church donation practices in recent years.
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  • Mike's Calculation - Mike from Michigan, set to embark on his social security journey this November, wanted clarity on the combined social security amount he and his wife can expect. The answer isn't simple, but our hosts were up for the challenge!
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  • Steve's Unique Scenario - Steve from Oregon presented a distinct case, involving his wife's longstanding disability. Unpacking the convoluted rules of disability and its relation to social security, we offered insights tailored to Steve's unique circumstances.
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  • Rich's Digital Age Questions - Rich from Ohio is forward-thinking and contemplated the benefits of collecting Social Security at different ages, pondering over future investments, and the intriguing concept of social security being dispersed in digital dollars. Our discussion ventured into the realm of modern investment techniques and the rising prominence of digital currency.

 

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Want to ask Devin or John your question? Just visit https://www.bigpictureretirement.com/ and look for the tab on the right side that says “Send A Voicemail.” 

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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