Big Picture Retirement

By Devin Carroll and John Ross

If you are planning for, or living in, retirement…this is the show for you. Understanding the big picture is critical for a successful retirement. Whether or not your retirement is a success may depend on how well you planned when connecting 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.

  1. 1.
    The Bear Market's Silver Lining
    10:59
  2. 2.
    Coronavirus and Your Retirement
    23:59
  3. 3.
    The Secure Act: Part II
    52:40
  4. 4.
    The Future of Big Picture Retirement
    7:21
  5. 5.
    Protecting Rental Property
    35:07
  6. 6.
    New Laws for Inheriting Property Jointly
    29:16
  7. 7.
    Estate Planning for Pets
    29:08
  8. 8.
    9 Steps If You Expect Your Will To Be Contested
    36:44
  1. 9.
    5 Things To Know About The Secure Act of 2019
    49:04
  2. 10.
    Will Trump Save Social Security
    30:47
  3. 11.
    The Financial Abusers Playbook: Learn Their Secrets
    40:33
  4. 12.
    Spring Cleaning - the Financial Edition
    36:15
  5. 13.
    Medicare Buy-In at 50
    28:59
  6. 14.
    Social Security Reform with Congressman John Larson
    41:43
  7. 15.
    The 5 Types of Trusts (and when they are used)
    47:32
  8. 16.
    Illegal Immigration and Social Security
    29:14
  9. 17.
    What You Need To Know About Medicare: Part 2
    35:09
  10. 18.
    Understanding the Parts of Medicare with Danielle Roberts
    39:54
  11. 19.
    How Much Are You Paying For Your Investments? [ENCORE]
    20:43
  12. 20.
    Talking Trade Wars with David Stein [ENCORE]
    28:21
  13. 21.
    Listener Questions: IRAs and Trusts, and Special Social Security Rules
    21:39
  14. 22.
    Listener Questions: Medicaid Estate Recovery and Social Security Myths
    29:48
  15. 23.
    #100: What Rights do Grandparent Have?
    30:39
  16. 24.
    #099: Understanding Charitable Remainder Trusts
    26:05
  17. 25.
    #098: Active vs. Passive with Rick Ferri - Part 2
    36:49
  18. 26.
    #097: Active vs. Passive with Rick Ferri - Part 1
    36:44
  19. 27.
    #096: 5 Lessons Learned From Previous Market Declines
    25:59
  20. 28.
    #095: Social Security Survivor Benefits
    24:29
  21. 29.
    #094: BIG Update Coming to VA Benefits
    32:12
  22. 30.
    #093: Retirement Drawdown Strategies Part 3
    29:09
  23. 31.
    #092: Retirement Drawdown Strategies Part 2
    34:59
  24. 32.
    #091: Retirement Drawdown Strategies Part 1
    30:49
  25. 33.
    #090: 5 Social Security Mistakes With BIG Consequences
    21:38
  26. 34.
    #089: You Can Buy WHAT In Your IRA?! Non-Traditional IRA Investments With Kirk Chisholm
    38:59
  27. 35.
    #088: Cryptocurrency Basics with Joe Saul-Sehy
    42:59
  28. 36.
    #087: Buying your First Rental Properties
    38:47
  29. 37.
    #086: Should You Have Rental Property for Retirement Income?
    39:39
  30. 38.
    #085: 3 Estate Planning Tips to Avoid Probate
    33:59
  31. 39.
    #084: The Backdoor Into the Beautiful Roth IRA
    25:59
  32. 40.
    #083: The Beautiful Roth IRA
    42:41
  33. 41.
    #082: Is A Codicil A Good Way To Change Your Will?
    17:36
  34. 42.
    #081: What Do All Those Advisor Designations Mean?
    38:43
  35. 43.
    #080: Are Granny Cams Legal?
    21:12
  36. 44.
    #079: Is It Ethical To Strategize To Use Government Benefits?
    31:15
  37. 45.
    #078: The Ridiculous Inaccuracy of Stock Market Predictions [Encore Presentation]
    37:25
  38. 46.
    #077: 5 Smart Reasons to FIle Early for Social Security
    25:55
  39. 47.
    #076: What We Wish You Knew About REITs
    28:30
  40. 48.
    #075: Is This Cheating the FAFSA? - College Tuition Hacks You Didn't Know
    45:50
  41. 49.
    #074: The Right Way to Qualify for Medicaid for Long Term Care - Part 2
    38:21
  42. 50.
    #073: The RIGHT way to use Medicaid to pay for Long Term Care
    50:40

Listen to Big Picture Retirement now.

Listen to Big Picture Retirement in full in the Spotify app