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Big Picture Retirement®
Devin Carroll, CFP® & John Ross, JD
281 episodes
22 hours ago
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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Investing
Business,
News,
Business News
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All content for Big Picture Retirement® is the property of Devin Carroll, CFP® & John Ross, JD and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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.
Show more...
Investing
Business,
News,
Business News
Episodes (20/281)
Big Picture Retirement®
Inbox Question | Typical Costs of Estate Planning
22 hours ago
9 minutes 22 seconds

Big Picture Retirement®
The Hidden Cost of Delaying Social Security
3 days ago
33 minutes 22 seconds

Big Picture Retirement®
Inbox Question | What's the Big Deal with HSAs
1 week ago
8 minutes 13 seconds

Big Picture Retirement®
Inbox Question | Using IRA Withdrawals to Fund Daughter's Roth
3 weeks ago
7 minutes 8 seconds

Big Picture Retirement®
The Great Retirement Plan Illusion
1 month ago
26 minutes 14 seconds

Big Picture Retirement®
The Hidden Estate Tax Lesson in the $1.8 Billion Powerball
1 month ago
23 minutes 51 seconds

Big Picture Retirement®
Why So Many Americans Are Claiming Social Security Early in 2025
1 month ago
24 minutes 48 seconds

Big Picture Retirement®
Three Priorities That Should Shape Your Social Security Decision
2 months ago
25 minutes 58 seconds

Big Picture Retirement®
What Millionaire Retirees Fear Most (But Rarely Talk About)
2 months ago
41 minutes 22 seconds

Big Picture Retirement®
Private Equity Meets Your 401(k)
2 months ago
24 minutes 7 seconds

Big Picture Retirement®
5 Mistake Most Millionaire Retirees Make
3 months ago
31 minutes 5 seconds

Big Picture Retirement®
Overview of the One, Big, Beautiful Bill
3 months ago
32 minutes 11 seconds

Big Picture Retirement®
Inbox Question | How Filing Early Impacts the Spousal Benefit
4 months ago
3 minutes 6 seconds

Big Picture Retirement®
Why Taxes In Retirement Get More Complicated
4 months ago
34 minutes 17 seconds

Big Picture Retirement®
Inbox Question | The Good Life Abroad: Would We Go?
4 months ago
7 minutes 15 seconds

Big Picture Retirement®
Inbox Question | How Much Umbrella Insurance Do You Need?
5 months ago
12 minutes 44 seconds

Big Picture Retirement®
Inbox Question | How the Small Estate Affidavit Process Works
5 months ago
13 minutes 8 seconds

Big Picture Retirement®
Listener Q&A: Trusts, IRMAA, Inheritance Taxes, Capital Gains, and More
5 months ago
41 minutes 10 seconds

Big Picture Retirement®
The 3 Parts to a Perfect Estate Plan – Part 3: Protecting the Beneficiaries' Inheritance (Estate Planning Series Finale)
5 months ago
47 minutes 55 seconds

Big Picture Retirement®
Inbox Question | Home Equity for Long Term Care
5 months ago
13 minutes 5 seconds

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.