Big Picture Retirement®

Big Picture Retirement®

Por: Devin Carroll, CFP® & John Ross, JD
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.
283 episodios disponibles

Latest episodes of the podcast Big Picture Retirement®

Inbox Question | Roth Conversion Strategy for High Earners 13/11/2025
Is This the Worst Time to Retire? 3 Ways to Prepare (Just in Case) 10/11/2025
Inbox Question | Typical Costs of Estate Planning 06/11/2025
The Hidden Cost of Delaying Social Security 03/11/2025
Inbox Question | What's the Big Deal with HSAs 30/10/2025
Inbox Question | Using IRA Withdrawals to Fund Daughter's Roth 16/10/2025
The Great Retirement Plan Illusion 06/10/2025
The Hidden Estate Tax Lesson in the $1.8 Billion Powerball 29/09/2025
Why So Many Americans Are Claiming Social Security Early in 2025 22/09/2025
Three Priorities That Should Shape Your Social Security Decision 01/09/2025
What Millionaire Retirees Fear Most (But Rarely Talk About) 25/08/2025
Private Equity Meets Your 401(k) 18/08/2025
5 Mistake Most Millionaire Retirees Make 21/07/2025
Overview of the One, Big, Beautiful Bill 14/07/2025
Inbox Question | How Filing Early Impacts the Spousal Benefit 03/07/2025
Why Taxes In Retirement Get More Complicated 24/06/2025
Inbox Question | The Good Life Abroad: Would We Go? 19/06/2025
Inbox Question | How Much Umbrella Insurance Do You Need? 05/06/2025
Inbox Question | How the Small Estate Affidavit Process Works 29/05/2025
Listener Q&A: Trusts, IRMAA, Inheritance Taxes, Capital Gains, and More 26/05/2025
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