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:
#092: Retirement Drawdown Strategies Part 2
#091: Retirement Drawdown Strategies Part 1
#090: 5 Social Security Mistakes With BIG Consequences
Did you know you could buy a horse as an investment in your IRA? What about real estate and other assets? Kirk Chisholm joins us to explain how self-directed IRAs work. They a tricky thing, so you need to understand the rules before taking any action. You will learn what a Disqualified Person is, the rules behind handling real estate in an IRA, and what other things you can find in a self-directed IRA. For more information, visit the show notes at http://bigpictureretirement.net/089
#088: Cryptocurrency Basics with Joe Saul-Sehy
Continuing on from last episode's discussion about buying rental property for retirement income, Devin and John talk about the mechanisms for evaluating a rental property. ...and John will entertain you with taxes. For more information, visit the show notes at http://www.bigpictureretirement.net/087
#086: Should You Have Rental Property for Retirement Income?
People are always talking about probate, and the many ways to avoid probate. One of the biggest misconceptions about probate is that your estate does not go through probate if you have a will. Be sure that if you have a will, your estate will go through the probate process. But here’s the thing: this process doesn’t apply to non-probate transfers. For more information, visit the show notes at http://www.bigpictureretirement.net/085
#084: The Backdoor Into the Beautiful Roth IRA
#083: The Beautiful Roth IRA
Is there any value in doing your codicil in blood? A codicil is an amendment to a will. They can be used when there is a smaller change and it seems easier than doing a whole new will. Is there a time and place for a codicil? Yes, if no one is going to be mad and challenge the change that you've made.If you're changing beneficiaries, or executors, and they're going to be upset, you need to do a whole new will. For more information, visit the show notes at http://bigpictureretirement.net/082
Many industries utilize a lot of different types of designations, and that's also true for financial advisors. What do they all mean, and should you care? Why do these designations even exist? Listen in for more, or read the show notes at http://bigpictureretirement.net/081
Listener Becky asks if it is legal to place a surveillance camera in the room of your loved one, specifically in grandma's nursing home. Devin also answers the question "Does keeping a balance on my credit card help my credit score?" For more information, visit the show notes at http://bigpictureretirement.net/080
#079: Is It Ethical To Strategize To Use Government Benefits?
#078: The Ridiculous Inaccuracy of Stock Market Predictions [Encore Presentation]
