Episodes

If you’re a real estate investor, you need to understand the 1031 exchange.  This IRS rule allows for the chance to reinvest the profits from the sale of a property without having to pay capital gains tax. As long as you replace one investment...

With all the attention given to the latest Social Security COLA, we’ve been getting lots of questions. Among the questions is about the alleged "donut hole" for Social Security inflation adjustments for individuals 60 and 61 years of age. Some in...

Do annuities deserve the bad publicity they receive? Today we'll do a crash course on the different types of annuities and talk about when one may be right for you.  Although this show does not provide specific tax, legal, or financial advice,...

A trust is a legal entity, just like a corporation or an individual person. All trusts will have an exchange of property and three categories of people: the people who create it, called the grantors, or the settlers, or the trust-makers the people in...

For those who are retired, or getting close to being retired, a bear market is an anxious time. In today's episode, we talk about how you can PROFIT from a declining market and set up the rest of your retirement to reap the rewards of making the right...

In today's episode, we talk about a few of the Social Security changes for 2023 that will have a significant impact to retirees.These changes include: The 2023 cost of living adjustment The 2023 Earnings Limit The 2023 Maximum Family Benefit Formula...

Often described as one of the most complicated legal rules, the "rule against perpetuities" can prevent you from leaving assets to your family forever.  In today's episode, we dive into this rule and talk about some of the states who are changing...

In 2023 the premium for Part B Medicare will be going DOWN. In today's episode we talk about how just one drug screwed up the forecasted premiums for 2022, and how that's being adjusted out in 2023.

In today's show we are joined by Benjamin Brandt for a discussion about the 4% rule (and how it goes against human nature), using a dynamic spending approach, and building a retirement budget that actually works.  Connect with Benjamin Brandt on...

Thinking about getting married again? Before you do, it's important to understand the financial implications (that aren't always obvious).  Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John...

Can a Social Security break even calculator help you decide the best age to file? Yes!  Just know…the results of this calculation alone cannot be the deciding factor when choosing the best filing age.  Deciding when to file...

The tax code is set to have big changes in 2026. If you want to avoid estate taxes when these rules change, there may be steps you need to take TODAY!  Although this show does not provide specific tax, legal, or financial advice, you can engage...

Airbnb has revolutionized the lodging industry. Today the value of Airbnb is only slightly less than Marriot, Hilton, and Intercontinental PUT TOGETHER!  Should you stake your claim in the nightly rental gold rush?  Joining us today is...

Some mistakes are easily recoverable. But others can cause long-lasting and near permanent damage. In today's episode John and Devin discuss the 6 Social Security mistakes that can damage your retirement.  Although this show does not provide...

The "checkbook control LLC" can be a great tool for investors looking to diversify beyond the traditional investments normally offered in an IRA. PLUS...if this is structured correctly you can retain control of the assets.  Although this show...

Beneficiary designations seem straightforward at first glance. Fill out a form naming the people you wish to inherit your account in the event that you pass away.  There is, however, some nuance contained within these designations that may result...

There are a few rules of thumb that should never be ignored, but you should always question if they are right for you and your unique situation.  Although this show does not provide specific tax, legal, or financial advice, you can engage Devin...

If you've accumulated non-business assets like a second home or large brokerage account, there are steps you can take to protect those assets. Although this show does not provide tax, legal, or financial advice, you can engage Devin or John through...

Our "farewell" episode was published in late 2019. We knew then that at some point we'd start recording again, but we had NO IDEA it would take this long. With that said, we're so excited to be back and can't wait to get back in your regular podcast...

Bear markets bring about a lot of uncertainty. But with the right focus, this can be a time of massive opportunity. In today's episode Devin and John talk about why the current mixture of environments presents a perfect opportunity.

How does the Coronavirus affect your Social Security benefit and overall retirement income? In today's show Devin and John are covering the ripple effect and talking about what you need to do.

How will the the Secure Act impact your retirement plan? In this special episode Devin and John discuss the widely-reported basics of this new law and then cover some of the the advanced planning opportunities that will now be available.

It’s been a wonderful ride and we want to thank everyone for listening to the Big Picture Retirement Show. The success of John’s business () and Devin’s YouTube channel () have created as shortage of time to record new episodes. If you’d like...

When it comes to rental property, you have to protect yourself in two ways: Your business from your personal issues, and your personal life from your business issues. This week, Devin and John talk about the ways to protect your real estate interests....