Inbox Question | Roth Conversion Strategy for High Earners

Great content

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

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!"

Love it!

"Terrific! On my top 3 retirement podcasts."

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…"

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!"

Practical advice with deep knowledge

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

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"

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…"

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."

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 …"

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…"

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…"

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 …"

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…"

Knowledge Duo

"Knowledgeable duo. Always learn something new."

Big Picture Retirement is a great podcast!!

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

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…"

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 …"

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…"

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…"

Always informative.

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

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…"

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…"

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."

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."

Great podcast

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

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!"

Great Podcast!

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

Long time listener great show

"Super informative and down to earth"

Great Selection of Topics

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

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…"

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…"

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…"

A voice of reason in a cacophony of chaotic chattert

"Love the podcast."

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…"