Latest Episode
Do Retirees Actually Run Out of Money?
Do retirees actually run out of money? After reading hundreds of real retirement stories from people who did, one pattern became clear: it usually wasn't poor investing that caused the problem. In this episode, we discuss the six most common reasons retirement plans fail and what you can do now to protect yourself.
Use our free retirement stress test assessment tool https://www.carrolladvisory.com/pl/2148821257
Title: 7 Social Security Rules Every Retiree Needs to Know
Description: Smart retir
Recent Episodes
Aug. 17, 2026
Do Retirees Actually Run Out of Money?
Do retirees actually run out of money? After reading hundreds of real retirement stories from people who did, one pattern became clear: it usually wasn't poor investing that caused the problem. In this episode, we discuss the six most common reasons retirement plans fail and what you can do now to protect yourself. Use our free retirement stress test assessment tool https://www.carrolladvisory.com/pl/2148821257 Title: 7 Social Security Rules Every Retiree Needs to Know Description: Smart retir
Aug. 11, 2026
They Froze His $3,000,000 Retirement Account
Can your brokerage firm actually stop you from accessing your own money? In this episode, we walk through a real case involving a $3 million retirement account, explain when firms are allowed to place a temporary hold, and show you what you can do now to protect your independence. Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through their individual firms. 📍Contact Devin’s team at https://carrolladvisory.co/podcast1 📍Contact John’s
June 15, 2026
Will A Roth Conversion Save You Taxes?
Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through their individual firms. 📍Contact Devin’s team at https://carrolladvisory.co/podcast1 📍Contact John’s team at https://www.rossandshoalmire.com/ If you’re thinking, "I love the Big Picture Retirement podcast!” please consider rating and reviewing this show! This helps us support more people -- just like you -- move toward a confident retirement. Just scroll down to the “ratings and r
June 8, 2026
The Gift Tax Loophole Congress Wants to Close
Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through their individual firms. 📍Contact Devin’s team at https://carrolladvisory.co/podcast1 📍Contact John’s team at https://www.rossandshoalmire.com/ If you’re thinking, "I love the Big Picture Retirement podcast!” please consider rating and reviewing this show! This helps us support more people -- just like you -- move toward a confident retirement. Just scroll down to the “ratings and r
June 2, 2026
How to Get a Full Step-Up in Basis (Even If You Don’t Live in a Community Property State)
Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through their individual firms. 📍Contact Devin’s team at https://carrolladvisory.co/podcast1 📍Contact John’s team at https://www.rossandshoalmire.com/ If you’re thinking, "I love the Big Picture Retirement podcast!” please consider rating and reviewing this show! This helps us support more people -- just like you -- move toward a confident retirement. Just scroll down to the “ratings and r
May 11, 2026
The Social Security Earnings Limit May Be Eliminated
Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through their individual firms. 📍Contact Devin’s team at https://carrolladvisory.co/podcast1 📍Contact John’s team at https://www.rossandshoalmire.com/ If you’re thinking, "I love the Big Picture Retirement podcast!” please consider rating and reviewing this show! This helps us support more people -- just like you -- move toward a confident retirement. Just scroll down to the “ratings and r
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