Big Picture Retirement Devin Carroll and John Ross

The big news lately has been about bank failures. Since the banking industry is closely tied to the investment business, this has raised the question, “Are my investments safe? What happens if my brokerage company or asset custodian goes out of business?"

In today's episode we'll dive in and tell you what is, and what is not, covered.
If you’re thinking "I love the Big Picture Retirement podcast” please consider rating and reviewing this show! This helps us support more people -- just like you -- move toward a confident retirement. Just scroll down to the “ratings and reviews” section, tap to rate with five stars, and select “Write a Review.” Then be sure to let us know what you loved most about the episode!
Also, if you haven’t done so already, follow the podcast. We’re adding new content every week and if you’re not following there’s a good chance you’ll miss out. Follow now!
Want to ask Devin or John your question? Just visit https://www.bigpictureretirement.com/ and look for the tab on the right side that says “Send A Voicemail.” 
Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through their individual firms. 
Contact Devin’s team at https://www.carrolladvisory.com/ 
Contact John’s team at https://www.rossandshoalmire.com/

For those with a pension, the retirement planning decision is not as cut-and-dried as it seems on the surface. Should you take a lump sum, should you wait about taking it, and what are the rules specific to your pension plan? In today’s episode we’re joined by Jeremy Keil from the Retirement Revealed podcast to discuss some of the most important points to consider when making this decision. 
Find the Retirement Revealed podcast at https://keilfp.com/blogpodcast/ 
Jeremy’s podcast episode covering how to decide between a lump sum vs monthly payments. https://keilfp.com/blogpodcast/get-the-most-from-your-pension-lump-sum-or-monthly-annuity/ 
 

Every year, the "Dirty Dozen" list is compiled to warn taxpayers of common scams that they may encounter at any time. However, many of these fraudulent schemes tend to increase during the tax filing season when individuals are preparing their tax returns or seeking professional assistance. It is crucial to remain vigilant and avoid falling victim to these scams.
If you’re thinking "I love the Big Picture Retirement podcast” please consider rating and reviewing this show! This helps me support more people -- just like you -- move toward a confident retirement. Just scroll down to the “ratings and reviews” section, tap to rate with five stars, and select “Write a Review.” Then be sure to let us know what you loved most about the episode!
Also, if you haven’t done so already, follow the podcast. We’re adding new content every week and if you’re not following there’s a good chance you’ll miss out. Follow now!
Want to ask Devin or John your question? Just visit https://www.bigpictureretirement.com/ and look for the tab on the right side that says “Send A Voicemail.” 
Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through their individual firms. 
Contact Devin’s team at https://www.carrolladvisory.com/ 
Contact John’s team at https://www.rossandshoalmire.com/ 
 

For many people, the thought of retirement brings up images of relaxation and happiness. However, retiring can also be a time of great challenge. In this episode, we'll discuss the four major challenges that retirees face and provide actionable tips for overcoming them.
If you’re thinking, "I love the Big Picture Retirement podcast” please consider rating and reviewing this show! This helps me support more people -- just like you -- move toward a confident retirement. Just scroll down to the “ratings and reviews” section, tap to rate with five stars, and select “Write a Review.” Then be sure to let us know what you loved most about the episode!
Also, if you haven’t done so already, follow the podcast. We’re adding new content every week, and if you’re not following, there’s a good chance you’ll miss out. Follow now!
Want to ask Devin or John your question? Just visit https://www.bigpictureretirement.com/ and look for the tab on the right side that says “Send A Voicemail.” 
Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through their individual firms. 
Contact Devin’s team at https://www.carrolladvisory.com/ 
Contact John’s team at https://www.rossandshoalmire.com/ 

In this episode, we explore the rapidly evolving field of AI and its potential impact on the world of professional advising. Can a machine like ChatGPT truly replace the expertise and personal touch of a human advisor? Today we put AI to the test. 
If you’re thinking "I love the Big Picture Retirement podcast” please consider rating and reviewing this show! This helps me support more people -- just like you -- move toward a confident retirement. Just scroll down to the “ratings and reviews” section, tap to rate with five stars, and select “Write a Review.” Then be sure to let us know what you loved most about the episode!
Also, if you haven’t done so already, follow the podcast. We’re adding new content every week and if you’re not following there’s a good chance you’ll miss out. Follow now!
Want to ask Devin or John your question? Just visit https://www.bigpictureretirement.com/ and look for the tab on the right side that says “Send A Voicemail.” 
Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through their individual firms. 
Contact Devin’s team at https://www.carrolladvisory.com/ 
Contact John’s team at https://www.rossandshoalmire.com/ 

Answering listener questions is becoming our favorite episode to record. Today we go back to the voicemail to answer several questions on Social Security. 
Want to ask Devin or John your question? Just visit https://www.bigpictureretirement.com/ and look for the tab on the right side that says “Send A Voicemail.” 
Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through their individual firms. 
Contact Devin’s team at https://www.carrolladvisory.com/ 
Contact John’s team at https://www.rossandshoalmire.com/