Stay ConnectedPlanning for, or already enjoying, your retirement? This is the show for you.
The success of your retirement hinges on how well you connect the dots between legal, tax, and financial planning. Join your hosts John Ross, JD and Devin Carroll, CFP® as they dig beneath the surface to help you gain the confidence and clarity needed to navigate your retirement journey successfully.
Copyright: © 2023
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 (rossandshoalmire.com/elderlaw-attorneys) and Devin's YouTube channel (youtube.com/devincarroll) have created as shortage of time to record new episodes.
If you'd like to stay in touch, please join the Facebook group: bigpictureretirement.com/facebook
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.
For more information, visit the show notes at https://www.bigpictureretirement.com/118
Not long ago, Devin and his brothers inherited some property. Thankfully, this deal went pretty smoothly because they all wanted to sell it.
However, not all inheritances go as smoothly.
Knowing about the Uniform Partition of Heirs Property Act should make you want to go back to your estate plan, and see how you can amend your estate plan to avoid these potential conflicts.
For more information, visit the show notes at https://www.bigpictureretirement.com/117
When you're talking about estate planning, and the care of pets, some interesting things can happen. It's not uncommon for people to want to provide for their pets in their wills, whether designating the person who will care for the pet, or providing money to care for the pet. There used to be a lot of pitfalls when creating plans for pets. Technically, an animal is property and the animal has the same legal rights as any other property (like a couch). This is really hard for animal people to comprehend. Get the information you need by listening to this episode. For more information, visit the show notes at https://www.bigpictureretirement.com/estate-planning-for-pets
Is it possible that your heirs might disagree with your will? There are many things you can do to reduce or even eliminate fights after you are gone.
In this week's episode, elder lawyer John Ross talks about the dos and don'ts of writing a will when you think there might be conflict between your survivors.
For more information, visit the show notes at https://bigpictureretirement.com/115
This week's episode includes some reader questions, and a review of the The Setting Every Community Up for Retirement Enhancement Act of 2019 (the SECURE Act).
The SECURE Act has passed the House of Representatives, and a similar bill is working in the Senate.
For more, visit the show notes at https://www.bigpictureretirement.com/5-things-to-know-about-the-secure-act-of-2019
Current reports show there will only be enough money coming into Social Security to pay about 75% of Social Security Benefits. Even if we have record-setting economic numbers, we're very close to being too little, too late.
Can a President make changes quick enough to solve the problem?
Devin explains how one change can solve the problem, and how other ideas only partially keep Social Security solvent.
For more information, visit the show notes at https://www.bigpictureretirement.com/113
90% of contested probate cases were between the surviving wife and the children of the deceased man.
We received an email from a listener whose widowed father met a new woman and let her into his life. However, the kids have some concerns about the new friend, and a little research has shown some concerning information about this person.
There is a very specific routine of how people commit elder abuse. Listen as John spells out the secrets of the Financial Abuser's Playbook.
For more information, visit the show notes at https://www.bigpictureretirement.net/112
Spring is here, and it's a great time to do some financial spring cleaning. Devin and John go over a few things you want to do:
For more information, visit the show notes at https://www.bigpictureretirement.net/111
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