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 4 de 15

Is Downsizing Right for Your Retirement? 21/10/2024
How Long Will I Live? Planning for Longevity in Retirement 14/10/2024
3 Ways to Pay for Long-Term Care 07/10/2024
Monte Carlo Simulations: Is Your "Probability of Success" Trustworthy? 30/09/2024
The Stock Market Gamble Most Investors Lose 23/09/2024
How Kamala Harris's Housing Plan Could Drastically Change Wealth Transfer 16/09/2024
Ed Slott Explains How to Outmaneuver the Tax Trap in Retirement 09/09/2024
Listener Voicemails: Super-funding 529s, Sophisticated Trusts, and Boosting Social Security Benefits 03/09/2024
Listener Q&A: Demystifying Brokerage Statements, Retirement Readiness, and Investment Strategies 26/08/2024
Listener Voicemails: Social Security, Trusts, and IRA Math Mysteries 19/08/2024
Listener Q&A: Navigating RMDs, Investment Strategies, and Retirement Income Planning 12/08/2024
Listener Q&A: Tax Strategies, Inheritances, Annuities, and More 05/08/2024
Listener Q&A: Navigating Taxes, Trusts, and More 29/07/2024
Navigating Social Security: Listener Questions Answered 22/07/2024
Listener Questions Answered: Reverse Mortgages, Healthcare Before Medicare, and More! 15/07/2024
Answering Listener Questions on Social Security 08/07/2024
The Power of Donor Advised Funds 10/06/2024
Unpacking the New IRS Estate Planning Memo 03/06/2024
Too Much of a Good Thing? 28/05/2024
When Roth IRA Conversions Go Too Far 20/05/2024
« Primera ‹ Anterior 1 2 3 4 5 6 ... 15 Siguiente › Última »
© 2003-2025 ZARZA | AHEAD OF OUR TIME
privacy policy
In God we trust In God we trust
PreSales Questions? Click Here
or call our toll-free line at +1-888-5002068 Miami, Florida, USA