Big Picture Retirement
Summary: If you are planning for, or living in, retirement…this is the show for you. Understanding the big picture is critical for a successful retirement. Whether or not your retirement is a success may depend on how well you planned when connecting the dots of your legal, tax and financial plan. In this show, we’ll dig beneath the surface and discuss how you should apply this planning with your hosts- attorney John Ross and financial planner Devin Carroll.
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- Artist: Devin Carroll and John Ross
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Podcasts:
Illegal Immigration and Social Security
What You Need To Know About Medicare: Part 2
Understanding the Parts of Medicare with Danielle Roberts
How Much Are You Paying For Your Investments? [ENCORE]
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
What kind of rights do grandparents have? John 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
#099: Understanding Charitable Remainder Trusts
#098: Active vs. Passive with Rick Ferri - Part 2
#097: Active vs. Passive with Rick Ferri - Part 1
#096: 5 Lessons Learned From Previous Market Declines
#095: Social Security Survivor Benefits
#094: BIG Update Coming to VA Benefits
#093: Retirement Drawdown Strategies Part 3
