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:
#077: 5 Smart Reasons to FIle Early for Social Security
Devin and John welcome Brandon Renfro to talk about Real Estate Investment Trusts (REIT). A REIT is a packaged investment product, like a mutual fund, that is invested in real estate related assets. There are a couple of different types of REITS that you can buy. For more information, visit the show notes at http://www.bigpictureretirement.net/076
#075: Is This Cheating the FAFSA? - College Tuition Hacks You Didn't Know
#074: The Right Way to Qualify for Medicaid for Long Term Care - Part 2
What is the right way to qualify for Medicaid for long-term care expenses? Listen in as John and Devin discuss Medicaid eligibility factors, non-countable assets, and what - if anything - needs to be done with assets now to possibly protect these assets down the road. For more information, visit the show notes at http://www.bigpictureretirement.net/073
#072: Should You Be Investing In Individual Stocks?
#071: The Dangers of Chasing Dividends with Andrew Comstock
#070: Does Your Credit Score Matter In Retirement?
Managing your retirement savings can require a lot of knowledge and decisions. Lots of folks don't want to worry about which funds to be invested in, and what asset allocation is best for them. If that sounds like you, a target date fund might be right for you. Target Date Funds are popular because they are easy. If you are considering a target date fund, there are a couple of things to figure out. For more information, visit the show notes at http://www.bigpictureretirement.net/069
#068: Roger Whitney on Living Well Today While Planning For Tomorrow
Devin and John explore one popular alternatives to traditional health insurance: Health Care Sharing Arrangements. There are some important things to note. For example, these plans don’t make you eligible to use a health savings account (HSA). It also doesn’t count as health insurance to be deducted as self-employment insurance premiums on your taxes. For more information, visit the show notes at http://www.bigpictureretirement.net/067
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/066
Market Update March 2018
The Census Bureau has announced that by 2030, senior citizens (65 and older) will outnumber people aged 18 and under. What will this mean for health care costs and the security of pension plans? John and Devin also talk about a recent app that sold millions of people’s Facebook information. Is this truly a data breach of sorts? For more information, visit the show notes at http://bigpictureretirement.net/065
Each month or so, Devin and John devote an episode to answering listener questions. This week, they’ve picked two great questions submitted by listeners like you. Devin answered this question: “Is this a good time to invest?” John tackled the concern from a listener who asked: “Is there any way I can keep a nursing home from taking my Social Security?” For more information, visit the show notes at http://www.bigpictureretirement.net/064
