About this podcast
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.
309 episodes · business
Big Picture Retirement®
About this podcast
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.
Recent episodes
- Do Retirees Actually Run Out of Money?17 Aug · 33 min
- They Froze His $3,000,000 Retirement Account11 Aug · 35 min
- Will A Roth Conversion Save You Taxes?15 Jun · 23 min
- The Gift Tax Loophole Congress Wants to Close8 Jun · 26 min
- How to Get a Full Step-Up in Basis (Even If You Don't Live in a Community Property State)2 Jun · 33 min
- The Social Security Earnings Limit May Be Eliminated11 May · 26 min
- What 75 Year Old Retirees Regret Most4 May · 25 min
- Inbox Question | Leveraged ETFs for Supercharging Retirement Savings23 Apr · 5 min
- Inbox Question | QCD from a Workplace Retirement Plan16 Apr · 5 min
- You're Probably Looking at the Wrong Estate Tax6 Apr · 32 min
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