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
What kind of rights do grandparents have?
John Ross from the Big Picture Retirement Show deals with a lot of people in retirement, and many of those folks have grandchildren.
He shares some harrowing stories and tips you can use to makes sure your rights are honored.
For more information, visit the show notes at http://www.bigpictureretirement.net/100
CRUTS are Charitable Remainder Trusts.
Any time you are dealing with charitable planning, you must first have the charitable intent.
You can find some tax benefits that go along with that charitable intent, but you have to start with the charitable intention.
Ultimately, the charity is almost always going to benefit more than the donor.
For more information, visit the show notes at http://www.bigpictureretirement.net/099
Part 2 of the conversation about active versus passive investing with guest Rick Ferri, author of Smart Money.
For more information, visit the show notes at https://www.bigpictureretirement.net/098
This week, Devin welcomes Rick Ferri to the show to talk about active versus passive investing.
But before the interview gets started, John and Devin have an entertaining conversation about the recently released 2019 Social Security and Medicare adjusted numbers, including:
For more information, visit the show notes at http://www.bigpictureretirement.net/097
In light of the recent market activity, Devin and John thought it would be useful to re-broadcast their original episode on the lessons they've learned from past market declines.
Lesson 1: Market declines are normal Lesson 2: No one can consistently predict market movements Lesson 3: The best days hang out with the bad days
...and more two more you can read about at https://www.bigpictureretirement.net/lessons-learned-from-market-declines
On the surface, Social Security survivor benefits seem pretty simple: at the death of the first spouse, the surviving spouse is eligible to receive his or her own benefit, or the benefit of the deceased, whichever is greatest.
In today's show, Devin and John go over:
For more information, visit the show notes at http://www.bigpictureretirement.net/095
Important benefits offered by the Department of Veterans Affairs (VA) are changing.
Devin and John talk about:
For more information, visit the show notes at http://www.bigpictureretirement.net/094
Part 3 in the Big Picture Retirement series on Drawdown Strategies: Brandon Renfro talks about "setting a floor."
For more information, visit the show notes at http://www.bigpictureretirement.net/093
Part 2 in our series. In this episode we answer the question "How are you going to take your money out so that it lasts?" Then, once you have a plan for which accounts you should access in which order, how are you going to figure out the amount of income to take out from your portfolio?
For more information, visit the show notes at https://www.bigpictureretirement.net/092
When you stop working, you've put aside some money into different types of accounts, and maybe you have a pension, or some rental property, or other investments. How do you start converting those assets into an income stream that will last for the rest of your life?
Brandon Renfro, Ph.D., joins Devin on a discussion about:
For more details, visit the show notes at https://www.bigpictureretirement.net/091
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