125 episodes

If you are planning for, or living in, retirement…this is the show for you. Understanding the big picture is critical for a successful retirement. Whether or not your retirement is a success may depend on how well you planned when connecting the dots of your legal, tax and financial plan. In this show, we’ll dig beneath the surface and discuss how you should apply this planning with your hosts- attorney John Ross and financial planner Devin Carroll. 

Big Picture Retirement Devin Carroll and John Ross

    • Investing
    • 4.7 • 258 Ratings

If you are planning for, or living in, retirement…this is the show for you. Understanding the big picture is critical for a successful retirement. Whether or not your retirement is a success may depend on how well you planned when connecting the dots of your legal, tax and financial plan. In this show, we’ll dig beneath the surface and discuss how you should apply this planning with your hosts- attorney John Ross and financial planner Devin Carroll. 

    The Bear Market's Silver Lining

    The Bear Market's Silver Lining

    Bear markets bring about a lot of uncertainty. But with the right focus, this can be a time of massive opportunity. In today's episode Devin and John talk about why the current mixture of environments presents a perfect opportunity. 

    • 11 min
    Coronavirus and Your Retirement

    Coronavirus and Your Retirement

    How does the Coronavirus affect your Social Security benefit and overall retirement income? In today's show Devin and John are covering the ripple effect and talking about what you need to do.

    • 24 min
    The Secure Act: Part II

    The Secure Act: Part II

    How will the the Secure Act impact your retirement plan?
    In this special episode Devin and John discuss the widely-reported basics of this new law and then cover some of the the advanced planning opportunities that will now be available.

    • 52 min
    The Future of Big Picture Retirement

    The Future of Big Picture Retirement

    It’s been a wonderful ride and we want to thank everyone for listening to the Big Picture Retirement Show. The success of John’s business (rossandshoalmire.com/elderlaw-attorneys) and Devin’s YouTube channel (youtube.com/devincarroll) have created as shortage of time to record new episodes.
    If you’d like to stay in touch, please join the Facebook group: bigpictureretirement.com/facebook

    • 7 min
    Protecting Rental Property

    Protecting Rental Property

    When it comes to rental property, you have to protect yourself in two ways:
    Your business from your personal issues, and your personal life from your business issues.
    This week, Devin and John talk about the ways to protect your real estate interests.
    For more information, visit the show notes at https://www.bigpictureretirement.com/118

    • 35 min
    New Laws for Inheriting Property Jointly

    New Laws for Inheriting Property Jointly

    Not long ago, Devin and his brothers inherited some property. Thankfully, this deal went pretty smoothly because they all wanted to sell it.
    However, not all inheritances go as smoothly.
    Knowing about the Uniform Partition of Heirs Property Act should make you want to go back to your estate plan, and see how you can amend your estate plan to avoid these potential conflicts.
    For more information, visit the show notes at https://www.bigpictureretirement.com/117

    • 29 min

Customer Reviews

4.7 out of 5
258 Ratings

258 Ratings

Rocky Booth ,

Difficult topic mad easier

Thanks for all your super educationally helpful podcasts guys, keep it up!

whatreviews ,

Great podcast

A lot of valuable information

Nelmscape Studios ,

#74 Crisis Planning ~ Paying for Long Term Care Expense

Wow!! THIS PODCAST gave me hope!! I didn't know... what I didn't know! I thought you had to give the government everything you owned... to even begin to get some professional help. I just sent an email to you guys a few minutes ago requesting an appointment for my family. I have been looking for this kind of distinguished expertise for TWO YEARS!! BRAVO!! I'm telling all my friends about you guys!! What a Blessing!!

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