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.
284 episodios disponibles

Latest episodes of the podcast Big Picture Retirement®

Mostrando página 14 de 15

#022: 5 Lessons Learned from Market Declines 29/05/2017
#021: Naming Beneficiaries - How to Avoid Screw-ups 22/05/2017
#020: Listener Questions about Moving IRAs back into a 401k, and Social Security for Grandkids raised by Grandparents 15/05/2017
#019: Lessons We Learned from 15 years as Financial Planners, with David Waldrop 08/05/2017
#018: The Basics of Social Security that EVERYONE Should Know, Part 2 01/05/2017
#017: The Basics of Social Security that EVERYONE Should Know, Part 1 24/04/2017
#016: Listener Questions - Sharing Accounts with Children and Lump-sum Pension Payouts 17/04/2017
Quarterly Perspective Q1 2017, with Andrew Comstock 10/04/2017
#014: Wills 101 - Part 2 03/04/2017
#013: WIlls 101 - Part 1 27/03/2017
#012: Listener Questions - Power of Attorney for Social Security and ABLE Accounts 20/03/2017
#011: How to Balance Living Well Today While Planning for Tomorrow, with Roger Whitney 13/03/2017
#010: Get Organized - How to Improve Your Chances for a Successful Retirement 06/03/2017
#009: Hiring a Legal Advisor 27/02/2017
#008: Listener Questions about Social Security Earnings Limitations and Power of Attorney for 18-year olds 20/02/2017
#007: Is Your Advisor a Fiduciary or Salesperson, with Michael Kitces 13/02/2017
#006: Hiring a Financial Advisor 06/02/2017
#005: Hiring a Tax Advisor 30/01/2017
Andrew Comstock - Quarterly Perspective 26/01/2017
#004: Listeners Questions - Wills vs Trusts, and is there any truth behind the Social Security Gun Ban 23/01/2017
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