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 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, visit http://bigpictureretirement.net
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 questions@bigpictureretirement.net
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?
For more information, visit http://www.bigpictureretirement.net
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 can definitely benefit from having a financial advisor.
We discuss what to look for when selecting an advisor that matches your desired needs.
Be sure to check out more of our resources at http://www.bigpictureretirement.net
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 to look for, and what questions do you ask to make sure you're getting the right tax advisor for you.
For help understanding more about retirement and preparing for YOUR Big Picture Retirement, visit http://www.bigpictureretirement.net
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 Management.
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 Stacking Benjamins joins us to talk about when it's the right time to follow the gurus - and when it's not. He also shares stories from his biggest failures in life to show that he's been right where you are - or worse. Today's show is brought to you by http://SocialSecurityIntelligence.com
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 http://bigpictureretirement.net
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 http://bigpictureretirement.net
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