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
"Medicare for All" has been in the news a lot lately. Senator Bernie Sanders thinks insurance companies should be abolished and everyone should get Medicare.
So this week, Devin and John talk about the pros and cons of different ideas about expanding Medicare coverage to folks of lower ages.
For more information, visit the show notes at https://www.bigpictureretirement.net/110
An exclusive interview with Congressman John Larson about the proposed changes to Social Security in the SS2100 Act.
For more information, visit the show notes at https://www.bigpictureretirement.net/109
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:
Devin and John go over the different types of trusts and when to use them.
For more information, visit the show notes at https://www.bigpictureretirement.net/108
Are illegal immigrants going to cause the collapse of the Social Security system?
The Social Security trustees reports that more immigration is a benefit to the system.
Devin and John of Big Picture Retirement look at both sides and get to the truth behind Illegal Immigration and Social Security.
For more information, visit the show notes at https://www.bigpictureretirement.net/107
Danielle Roberts of BoomerBenefits.com is back again this week, talking with Devin about more Medicare issues. Danielle is an expert on Medicare supplements and Medicare Advantage plans, and runs the Boomer Benefits company to help seniors with their Medicare needs.
In last week's episode, Danielle and Devin talked about the parts of Medicare, the difference between a Medicare supplement and a Medicare Advantage plan, and how to find the right agent and product for you.
For more information, visit the show notes at https://www.bigpictureretirement.net/106
Danielle Roberts explains the different parts of Medicare to us in a way that is easy to understand and follow.
This is Part 1 of a 2-part series with Danielle Roberts of BoomerBenefits.com.
For more information, visit the show notes at https://www.bigpictureretirement.net/105
How do you figure out how much money you're spending on your investments?
In this encore presentation, Devin and John talk about the types of fees you might be paying, and how you can figure out what they are.
For more information, visit the show notes at http://www.bigpictureretirement.net/104
David Stein, host of the Money For The Rest of Us podcast, will explain the importance of trade, and how the trade, and trade wars, might impact you and your retirement.
For more information, visit the show notes at http://www.bigpictureretirement.net/103
Devin and John continue working their way through some of the listener questions that have been coming in.
John has a question about making a trust the beneficiary of an IRA, and then Devin has a question about Social Security benefits for public employees who have not contributed to Social Security.
For more information, visit the show notes at https://www.bigpictureretirement.net/102
John received a question from a listener with a blended family. The wife needs long-term care, and the assets to support such an expense!
He talks about "Medicaid estate recovery" and other recommendations for power of attorney, etc.
Then Devin answers a question about the Social Security earnings limit and then tackles some myths about Social Security.
For more information, visit the show notes at https://www.bigpictureretirement.net/101
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