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 5 de 15

Estate Planning Lessons from the Rockefellers and Vanderbilts 13/05/2024
The Five Phases of Retirement 06/05/2024
The Secret Power of Investment Location 29/04/2024
The Home Buying Earthquake That Changes Everything 01/04/2024
3 Types of Investors Who Should Avoid A Flat Fee Financial Advisor 25/03/2024
The Surprising Way to Save Social Security (Without Raising Taxes or Cutting Benefits) 13/03/2024
The Unplanned Journey: Grandparents Raising Grandchildren in Retirement 04/03/2024
The Risk of Grey Divorce 27/02/2024
How to Determine Your Risk Tolerance 19/02/2024
Unlocking the Ex-pat Dream: Debunking Myths and 2024's Top Destinations 13/02/2024
5 Things Nobody Tells You About Retirement 05/02/2024
3 Reasons You Should Choose A Flat Fee Financial Advisor 16/01/2024
Beyond Billionaires: The Ripple Effect of Taxing Unrealized Gains 08/01/2024
Encore: The Retirement Tax Torpedo 02/01/2024
Encore: Asset Protection for Personal Property 26/12/2023
Encore: 6 Social Security Mistakes That Can Damage Your Retirement 18/12/2023
Encore: Tax Loss (and Gain!) Harvesting with Andy Panko 11/12/2023
Encore: The Fine Print of Beneficiary Designations 04/12/2023
Encore Episode: 3 Reasons for Roth Conversions 28/11/2023
The Vanguard Verdict: How Advisors Boost Returns by 3% 20/11/2023
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