In the previous episode we talked about Wills: Why you need one and what to look out for so you do it right. But before you draft out your will, these are the things you need to consider: • Why you should never leave anyone $1. • Beneficiaries:...
According to a survey, 71% of Americans do not have a current Will - and half of Americans age 65 or older don't have a Will that is not up-to-date. In this episode we cover the common mistakes people make when drafting their final testaments and...
Devin and John answer a question from Mitch about why the Social Security Office would not recognize his Power of Attorney statement. Charlotte is asking about ABLE accounts - tax-advantaged savings accounts for individuals with disabilities and...
Roger Whitney, the Retirement Answerman, shares his approach to spending money on fun today while still being able to plan and save for tomorrow. He likens it to a teeter-totter, and reflects on things his mother taught before she passed away. Find...
7 doable steps for making it easier to be organized with your retirement finances. One of the biggest hurdles to a successful retirement is getting - and staying - organized. It’s easy for account statements, legal forms and other important...
What should you look for when hiring a legal advisor? In this episode we discuss the first question you need to ask a potential legal advisor, what to watch out for, and the benefits of paying a flat fee versus an hourly rate. For more information,...
Does an 18-year old need a Power of Attorney? You bet! We also discuss limitations for drawing Social Security benefits while working. If you have questions, email them to
Michael Kitces joins us to discuss the difference between Fiduciary and Suitability Standards and what is happening to the Department of Labor's Fiduciary Rule. Is your Financial Advisor a salesperson or fiduciary looking out for your best interest?...
The second type of advisor every retiree needs in their corner is a Financial Advisor. Not everyone needs a financial advisor. But those who are within 10 years of retirement, are too busy to do their own planning, or with complex financial situations...
Nobody can obtain the full range of knowledge a person needs to be fully prepared for retirement. Retirees, and those building a retirement portfolio, need an advisory council. Today's episode focuses on how to hire a Tax Advisor: Where to look, what...
The last part of 2016 was really good for the stock market and the new year didn’t stop the momentum. Now that the DOW has hit 20,000…what’s next? Joining us to discuss this is Andrew Comstock, the chief investment officer for Castlebar Asset...
What is truly behind the so-called "social security gun ban"? Also, John digs into the differences between a will and a trust. For more, visit http://bigpictureretirement.net
Who do you listen to for financial advice? Dave Ramsey? Sure Orman? Jim Kramer? Joe Saul-Sehy, a recovering Financial Planner and host of joins us to talk about when it's the right time to follow the gurus - and when it's not. He also shares...
John shares the story of Jacob and Esau from the Bible to describe one of the most common mistakes people make in retirement. Please subscribe to the show so you don't miss an episode. For more, visit
What are the Four Corners of Retirement Planning? I'll bet you know them - but do you have a grasp on all four? John and Devin explain each: Health, Taxes, Legal and Income For more information, or to contact us, visit
What is Big Picture Retirement? Hosts Devin Carroll and John Ross, both professionals in the financial industry, launch this new show to help those about to retire or are already retired. For more about us or information about this show, visit