116 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

    • Business
    • 4.8, 171 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. 

Customer Reviews

4.8 out of 5
171 Ratings

171 Ratings

BlueskiesNM ,

uhhgggg...You guys make it berable or should I say bullish.

We were happily working and saving....when wham retirement approached and landed. Lucky we are in are early 50s working contract jobs (public safety workers have to retire early) and will soon figure out when we can really retire. We tried a few advisors and had no good vibes, no one seems to want to help with the Big Picture until we found you guys. We are sifting through it all, with your helpful podcast, trying to make sense of it all. We prefer to go to advisors and planners with some knowledge under our belts. Yor guys make the info go down real smooth. Thanks!

Rango P ,

Great information and entertaining!

I’m 58 and hoping to retire in the next 3 years. I started listening last year and have gone back to listen to all the past shows too. The information has been extremely helpful.

14ch14 ,

Better than it looks

I subscribe to this podcast. When the new episodes come up I often look at the topic and say: That sounds boring. However, after I give it a listen it turns out to be worth it. These guys are smart, well informed on their topics, and not boring at all. :)

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