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:
#018: The Basics of Social Security that EVERYONE Should Know, Part 2
#017: The Basics of Social Security that EVERYONE Should Know, Part 1
#016: Listener Questions - Sharing Accounts with Children and Lump-sum Pension Payouts
Quarterly Perspective Q1 2017, with Andrew Comstock
#014: Wills 101 - Part 2
#013: WIlls 101 - Part 1
#012: Listener Questions - Power of Attorney for Social Security and ABLE Accounts
#011: How to Balance Living Well Today While Planning for Tomorrow, with Roger Whitney
#010: Get Organized - How to Improve Your Chances for a Successful Retirement
#009: Hiring a Legal Advisor
#008: Listener Questions about Social Security Earnings Limitations and Power of Attorney for 18-year olds
#007: Is Your Advisor a Fiduciary or Salesperson, with Michael Kitces
#006: Hiring a Financial Advisor
#005: Hiring a Tax Advisor
Andrew Comstock - Quarterly Perspective
