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 6 de 15

The Corporate Transparency Act: New Rules for LLCs and Small Businesses 13/11/2023
This Is Why You PAY YOUR ADVISOR! 07/11/2023
The Surprisingly Hardest Part of Retirement 30/10/2023
Social Security In Digital Dollars Only?!? 16/10/2023
Straight From Our Inbox: Listener Voicemails and more 09/10/2023
Is Your Advisor Worth 1%? 02/10/2023
LLC Protection: Myths, Realities, and Navigating Personal Judgments 25/09/2023
On Air - Your Software Is Getting It WRONG 21/09/2023
Will Roth IRAs Become Taxable? 18/09/2023
Has the IRS Ended the Step-Up Basis for Trusts? 11/09/2023
Straight From Our Inbox: Listener Voicemails on Social Security and More 05/09/2023
Most Common Filing Age, Roth Conversions, and More 14/08/2023
Should You Loan Money to Friends and Family?! 31/07/2023
Retirement Reality Check: Should YOU Be Worried? 17/07/2023
Unmasking the IUL Sales Pitch with Andy Panko 10/07/2023
What is a Female? Why Definitions Matter In Estate Planning 03/07/2023
The 5 Surprise Retirement Expenses 19/06/2023
Inheritance Missteps: Navigating Trusts and Children 12/06/2023
Lessons Learned from a Heart Attack 05/06/2023
4 Things Singles Should Know About Filing for Social Security 31/05/2023
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