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Big Picture Retirement®
Devin Carroll, CFP® & John Ross, JD
289 episodes
2 weeks ago
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.
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Investing
Business,
News,
Business News
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All content for Big Picture Retirement® is the property of Devin Carroll, CFP® & John Ross, JD and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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.
Show more...
Investing
Business,
News,
Business News
Episodes (20/289)
Big Picture Retirement®
How to Buy or Sell a Business the Right Way
2 weeks ago
47 minutes 52 seconds

Big Picture Retirement®
Inbox Question | Should Advisors Provide Client References
3 weeks ago
12 minutes 36 seconds

Big Picture Retirement®
The Federal Income Tax: Coming to an End?
3 weeks ago
31 minutes 19 seconds

Big Picture Retirement®
Inbox Question | Managing Allocation Across Many Accounts
1 month ago
9 minutes 4 seconds

Big Picture Retirement®
Key Changes for 2026
1 month ago
36 minutes 13 seconds

Big Picture Retirement®
5 Things Your Attorney Doesn't Want to Hear
1 month ago
34 minutes 1 second

Big Picture Retirement®
Inbox Question | Roth Conversion Strategy for High Earners
1 month ago
8 minutes 30 seconds

Big Picture Retirement®
Is This the Worst Time to Retire? 3 Ways to Prepare (Just in Case)
1 month ago
31 minutes 11 seconds

Big Picture Retirement®
Inbox Question | Typical Costs of Estate Planning
1 month ago
9 minutes 22 seconds

Big Picture Retirement®
The Hidden Cost of Delaying Social Security
2 months ago
33 minutes 22 seconds

Big Picture Retirement®
Inbox Question | What's the Big Deal with HSAs
2 months ago
8 minutes 13 seconds

Big Picture Retirement®
Inbox Question | Using IRA Withdrawals to Fund Daughter's Roth
2 months ago
7 minutes 8 seconds

Big Picture Retirement®
The Great Retirement Plan Illusion
3 months ago
26 minutes 14 seconds

Big Picture Retirement®
The Hidden Estate Tax Lesson in the $1.8 Billion Powerball
3 months ago
23 minutes 51 seconds

Big Picture Retirement®
Why So Many Americans Are Claiming Social Security Early in 2025
3 months ago
24 minutes 48 seconds

Big Picture Retirement®
Three Priorities That Should Shape Your Social Security Decision
4 months ago
25 minutes 58 seconds

Big Picture Retirement®
What Millionaire Retirees Fear Most (But Rarely Talk About)
4 months ago
41 minutes 22 seconds

Big Picture Retirement®
Private Equity Meets Your 401(k)
4 months ago
24 minutes 7 seconds

Big Picture Retirement®
5 Mistake Most Millionaire Retirees Make
5 months ago
31 minutes 5 seconds

Big Picture Retirement®
Overview of the One, Big, Beautiful Bill
5 months ago
32 minutes 11 seconds

Big Picture Retirement®
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.