Big Picture Retirement®️
Latest Episode

Inbox Question | A Better Approach to the S&P 500?

John asks about buying the individual sectors of the S&P 500 and rebalancing based on performance instead of simply buying an index fund. Devin shares the pros and cons that he can see with this strategy and shares what he thinks is a better...

Play Latest Episode

Recent Episodes

March 20, 2025

Inbox Question | A Better Approach to the S&P 500?

John asks about buying the individual sectors of the S&P 500 and rebalancing based on performance instead of simply buying an index fund. Devin shares the pros and cons that he can see with this strategy and shares what he thinks is a better...

Listen to the Episode
March 13, 2025

Inbox Question | Cutting Work Hours at 60: Will It Reduce Social Secu…

Rosemary’s husband is scaling back to 32 hours a week as part of his transition plan before switching careers. With Social Security in mind, she asks: Will this reduced income impact their future benefits? In this episode, we break down how Social...

Listen to the Episode
March 10, 2025

How to Travel Like a Local in Retirement (Not Just a Tourist)

Planning to travel in retirement? In this episode, I sit down with Andrew Motiwalla from The Good Life Abroad to discuss how retirees can make the most of their travel experiences—without the stress. We talk about: ✅ Why travel is at the top of...

Listen to the Episode
March 6, 2025

Inbox Question | Tax Treatment of Special Needs Trusts: What You Need…

This week, we’re diving into a question about the tax treatment of Special Needs Trusts. There are two types—First-Party and Third-Party trusts—but how does each one affect taxes? We’ll break down key differences in taxation, who reports the...

Listen to the Episode
March 3, 2025

REPLAY | The Surprisingly Hardest Part of Retirement

For countless retirees, the greatest challenge isn't saving money, but spending it. After years of diligent saving, the transition to drawing down those hard-earned funds can be fraught with anxiety and uncertainty. But what if there was a way to ease...

Listen to the Episode
Feb. 27, 2025

Inbox Questions | IRA Income & Medicaid Eligibility: Will Too Much Di…

Dan asks: If monthly income from an IRA exceeds $2,908 for a single person, would that result in disqualification for Medicaid? We break down the income limits, potential strategies to navigate Medicaid eligibility, and how certain tools—like...

Listen to the Episode

Reviews

Great content

"This podcast is excellent. Always interesting and relevant information."

Sprout \|/ | Feb. 21, 2025

Entertaining Education

"I’m really enjoying the educational aspect presented in such an engaging format. The way they answer questions and banter back and forth is great!"

DGF4032 | Feb. 22, 2025

Love it!

"Terrific! On my top 3 retirement podcasts."

Janet | March 6, 2025

Doing Good

"You dudes not only make me feel smarter every time I listen to them, but I’d also be happy to drink a beverage with you - which is a rare combination. I work as a professional guardian now, and I spr…"

Retired Lawyer & Lawman | March 9, 2025

So glad these guys are back!

"It’s been a long 2 years waiting on this show to return. So glad to hear they are back!"

BigD'sBBQ | Aug. 2, 2022

Practical advice with deep knowledge

"Like others have noted, the info provided is excellent for those that handle their own portfolio and investment strategies."

Bornbredtex | Jan. 21, 2023

Big Pic

"Great show, love the variety of topics. If the day job isn’t working out you can always fall back on comedy, you guys are good! Thanks for the info. Irv in Minnesota"

Irv S. | March 23, 2023

My Favorite Podcast

"I listen to a lot of financial podcasts and this one is my favorite. Great hosts and great information. The other podcasts pile up until I have time to listen, but I make a point to listen to Devin…"

Dave410 | April 26, 2023

My favorite podcast!

"Always excited when I see a new podcast! Thank you for taking complex subjects and breaking them down to easier to understand concepts all while keeping it light and fun."

Ddtrembley | March 23, 2025

One of my favorites!

"This podcast is one of my favorites—my only complaint is that I have to wait too long between podcasts! Both hosts are very knowledgeable about retirement, social security, Medicare, and taxes. They …"

Cpajds | Sept. 8, 2023

You get old, you have a little money, you retire, now you are paying attention

"1. These guys definitely have a red state viewpoint which I do not, yet based on my net worth I presumably should. But I have yet to hear anything not correct. 2. Very entertaining -- but no…"

Craig Butcher | Sept. 13, 2023

I have learned so much!

"Devon and John can make the most complicated subject easy to understand and always demonstrate how the issue could effect listeners. I am grateful for all the input they have shared. I highly recomme…"

AnnArkla | Sept. 15, 2023

Superb

"This is my favorite podcast of all the ones I've listened to thus far. This is the only retirement podcast I listen to that can make me laugh on a regular basis. Extremely good information and a ton …"

David shore | Oct. 17, 2023

I continue to learn with every episode!

"I just listened to 2 podcasts on trusts again. I just keep learning. John and Devan make the most complicated topics easy to understand. Thanks so much to both of you. I share your podcast whenever I…"

Ann Holmes | Nov. 4, 2023

Knowledge Duo

"Knowledgeable duo. Always learn something new."

Ginger 60+ | Oct. 20, 2023

Big Picture Retirement is a great podcast!!

"The hosts present valuable information in an entertaining format! I look forward to each new episode."

TN Phil | Nov. 7, 2023

They Know Their Stuff

"What are you paying for when you hire a “Wealth” Advisor or Financial Advisor. Mimicking the indices isn’t it! As we get older (I’m 66) you need insight and possibly advice on tax strategies to min…"

MaryNashMary | Nov. 7, 2023

Great information, no sales pitch

"Some retirement and investing podcasts have gone too far in terms of being a sales pitch for advisory services. This podcast does not do that but rather dispenses high-quality in-depth analysis from …"

John Ralls | Nov. 20, 2023

The best of financial and estate planning

"I have been listening from the very beginning and was distraught when the guys took a break. This is some of the best info around. Devin is a whiz with Social Security and financial planning, and Joh…"

Wileecoyote | Dec. 26, 2023

I have learned so much!

"I started listening to Big Picture Retirement about a year ago and am amazed at the knowledge I have gained. I recommend this podcast/website to anyone interested in preparing for retirement. I teach…"

Ann Holmes | Dec. 30, 2023

Always informative.

"Devin is very knowledgeable about the in and out of Social Security. This is a much listen podcast."

Refted | Jan. 3, 2024

Always informative.

"Devin is very knowledgeable about the ins and outs of Social Security. As a result of listening to these podcasts, my wife and I have recently decided to engage in Devin‘s professional services. Toge…"

Refted | Feb. 16, 2024

Excellent show with both retirement planning and legal information!!

"Superb podcast. I listen every week as a new one comes out. My absolute favorite among about six podcasts I regularly listen to. Easy to follow with thorough explanations from two very well inform…"

GSP in Oregon | March 6, 2024

Roth Conversions and Long Term Care

"Great podcast. I never thought about Long Term Care in relation to Roth conversions. What great points you made. I will not convert my pre-tax to zero. Leave some for my care."

Les Bell | May 20, 2024

Great information!

"I enjoy the banter and perspective on retirement y’all take. Lot of good information. Look forward to learning and listening during my walks."

Mike Newland | Oct. 31, 2024

Great podcast

"Useful information. They’re both entertaining hosts. For all ages."

greenemach | Oct. 2, 2024

This Podcast is one I never miss

"Always an excellent podcast! Today’s interview with Ed Slott was one of the best. Packed full of useful information and entertaining!"

Buy the print version | Sept. 9, 2024

Great Podcast!

"Both entertaining and helpful. I look forward to each new podcast"

195861958 | Nov. 18, 2024

Long time listener great show

"Super informative and down to earth"

Tom Robinson | Jan. 6, 2025

Great Selection of Topics

"Great topics, great pace, just the right amount of humor, serious expertise. Thanks, guys!"

NJ Engineer | Jan. 9, 2025

Long overdue review!

"This is what I consider the best podcast on financial planning out there, and I listen to a lot of them. You may, like me, have found it due to Devin’s expertise in the arcane rules of Social Securit…"

guitarman_brian | Dec. 22, 2024

Valuable information

"The information that you share with us is not only helpful but it’s such a blessing to have it available to us. Very convenient and your humor is right up my alley. Thank you and please keep up the g…"

Kristopop | Dec. 12, 2024

y'all get in to the weeds!

"This is such a great podcast. You really take a topic and follow it all the way down - I love that. I can't think of an episode where I didn't learn something (except that off the rails Land of Bo…"

Meg | Feb. 17, 2025

A voice of reason in a cacophony of chaotic chattert

"Love the podcast."

Ken | Feb. 19, 2025

My favorite

"This is my favorite financial podcast! I listen to about 20 or more, and this one comes out on top. They are clear, relevant, and thorough. Just the right amount of personal chit chat to show their p…"

AllAreTakenAlready! | Feb. 17, 2025