Big Picture Retirement®
By Devin Carroll, CFP® & John Ross, JD
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Category: Investing
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Episodes: 304
Description
Planning 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.
| Episode | Date |
|---|---|
|
The Social Security Earnings Limit May Be Eliminated
|
May 11, 2026 |
|
What 75 Year Old Retirees Regret Most
|
May 04, 2026 |
|
Inbox Question | Leveraged ETFs for Supercharging Retirement Savings
|
Apr 23, 2026 |
|
Inbox Question | QCD from a Workplace Retirement Plan
|
Apr 16, 2026 |
|
You're Probably Looking at the Wrong Estate Tax
|
Apr 06, 2026 |
|
Inbox Question | Should I Use A Spendthrift Trust?
|
Apr 02, 2026 |
|
How Your AI Data Could Be Used Against You
|
Mar 23, 2026 |
|
Should a Blood Test Shape Your Retirement Plan?
|
Mar 16, 2026 |
|
Why Recency Bias Is Dangerous for Today's Retirees
|
Mar 09, 2026 |
|
Five Retirement Loose Ends You Can't Ignore
|
Feb 16, 2026 |
|
Planning for Single Retirees — Part 4: Long-Term Care, Incapacity, and Estate Planning
|
Feb 09, 2026 |
|
Planning for Single Retirees — Part 3: Tax Planning and Roth Conversions
|
Feb 02, 2026 |
|
Planning for Single Retirees — Part 2: Social Security Claiming Decisions
|
Jan 26, 2026 |
|
Planning for Single Retirees — Part 1: Why Retirement Is Different When You're Solo
|
Jan 19, 2026 |
|
7 Keys to a More Financially Stable Retirement
|
Jan 05, 2026 |
|
How to Buy or Sell a Business the Right Way
|
Dec 15, 2025 |
|
Inbox Question | Should Advisors Provide Client References
|
Dec 11, 2025 |
|
The Federal Income Tax: Coming to an End?
|
Dec 08, 2025 |
|
Inbox Question | Managing Allocation Across Many Accounts
|
Dec 04, 2025 |
|
Key Changes for 2026
|
Dec 01, 2025 |
|
5 Things Your Attorney Doesn't Want to Hear
|
Nov 24, 2025 |
|
Inbox Question | Roth Conversion Strategy for High Earners
|
Nov 13, 2025 |
|
Is This the Worst Time to Retire? 3 Ways to Prepare (Just in Case)
|
Nov 10, 2025 |
|
Inbox Question | Typical Costs of Estate Planning
|
Nov 06, 2025 |
|
The Hidden Cost of Delaying Social Security
|
Nov 03, 2025 |
|
Inbox Question | What's the Big Deal with HSAs
|
Oct 30, 2025 |
|
Inbox Question | Using IRA Withdrawals to Fund Daughter's Roth
|
Oct 16, 2025 |
|
The Great Retirement Plan Illusion
|
Oct 06, 2025 |
|
The Hidden Estate Tax Lesson in the $1.8 Billion Powerball
|
Sep 29, 2025 |
|
Why So Many Americans Are Claiming Social Security Early in 2025
|
Sep 22, 2025 |
|
Three Priorities That Should Shape Your Social Security Decision
|
Sep 01, 2025 |
|
What Millionaire Retirees Fear Most (But Rarely Talk About)
|
Aug 25, 2025 |
|
Private Equity Meets Your 401(k)
|
Aug 18, 2025 |
|
5 Mistake Most Millionaire Retirees Make
|
Jul 21, 2025 |
|
Overview of the One, Big, Beautiful Bill
|
Jul 14, 2025 |
|
Inbox Question | How Filing Early Impacts the Spousal Benefit
|
Jul 03, 2025 |
|
Why Taxes In Retirement Get More Complicated
|
Jun 24, 2025 |
|
Inbox Question | The Good Life Abroad: Would We Go?
|
Jun 19, 2025 |
|
Inbox Question | How Much Umbrella Insurance Do You Need?
|
Jun 05, 2025 |
|
Inbox Question | How the Small Estate Affidavit Process Works
|
May 29, 2025 |
|
Listener Q&A: Trusts, IRMAA, Inheritance Taxes, Capital Gains, and More
|
May 26, 2025 |
|
The 3 Parts to a Perfect Estate Plan – Part 3: Protecting the Beneficiaries' Inheritance (Estate Planning Series Finale)
|
May 19, 2025 |
|
Inbox Question | Home Equity for Long Term Care
|
May 15, 2025 |
|
The 3 Parts to a Perfect Estate Plan – Part 2c: Common Mistakes & Oversights
|
May 12, 2025 |
|
Inbox Question | Medicaid for Parents
|
May 08, 2025 |
|
The 3 Parts to a Perfect Estate Plan – Part 2b: Tax Considerations
|
May 05, 2025 |
|
Inbox Question | Company Stock in 401K
|
May 01, 2025 |
|
The 3 Parts to a Perfect Estate Plan: Part 2a: Non-Probate Transfers
|
Apr 28, 2025 |
|
Inbox Question | Running a Business & Collecting Benefits: What Counts Toward the Earnings Limit?
|
Apr 24, 2025 |
|
The 3 Parts to a Perfect Estate Plan – Part 1b: Planning for Incapacity
|
Apr 21, 2025 |
|
The 3 Parts to a Perfect Estate Plan – Part 1a: Planning for Incapacity
|
Apr 14, 2025 |
|
Inbox Question | A Better Approach to the S&P 500?
|
Mar 20, 2025 |
|
Inbox Question | Cutting Work Hours at 60: Will It Reduce Social Security?
|
Mar 13, 2025 |
|
How to Travel Like a Local in Retirement (Not Just a Tourist)
|
Mar 10, 2025 |
|
Inbox Question | Tax Treatment of Special Needs Trusts: What You Need to Know
|
Mar 06, 2025 |
|
REPLAY | The Surprisingly Hardest Part of Retirement
|
Mar 03, 2025 |
|
Inbox Questions | IRA Income & Medicaid Eligibility: Will Too Much Disqualify You?
|
Feb 27, 2025 |
|
REPLAY | 5 Things Nobody Tells You About Retirement
|
Feb 24, 2025 |
|
Inbox Questions | Should We Consider Roth Conversions with a High Income?
|
Feb 20, 2025 |
|
What Happens to Your Crypto When You Die? Estate Planning for Digital Assets
|
Feb 17, 2025 |
|
Inbox Questions | Cryonics and Trusts: Planning for a Future You?
|
Feb 13, 2025 |
|
The 4 Mindsets That Shape Your Retirement Success
|
Feb 10, 2025 |
|
Inbox Questions | Why Use Your IRA First for Long-Term Care Expenses?
|
Feb 06, 2025 |
|
Tariffs: Balancing the Pros and Cons
|
Feb 03, 2025 |
|
Inbox Questions | Should Early Social Security Factor Into Retirement Calculations?
|
Jan 30, 2025 |
|
Supreme Court Ruling: The Hidden Risks in Life-Insurance Buy-Sell Agreements
|
Jan 27, 2025 |
|
Inbox Questions | Will GPO Repeal Affect My Benefits?
|
Jan 24, 2025 |
|
The Unexpected Early Retirement
|
Jan 20, 2025 |
|
Inbox Questions | Reducing Taxes and Managing RMDs
|
Jan 16, 2025 |
|
A Smarter Way to Manage Retirement Income
|
Jan 13, 2025 |
|
Inbox Questions | Prescription Prices: A Rant and a Response
|
Jan 09, 2025 |
|
Smart Financial Planning: Balancing Data with Peace of Mind
|
Jan 06, 2025 |
|
Inbox Questions | When Should You Stop Using TurboTax?
|
Jan 02, 2025 |
|
Inbox Questions | When Should You Use An LLC?
|
Dec 20, 2024 |
|
5 Reasons 2025 Could Be a Turbulent Year for Stocks
|
Dec 16, 2024 |
|
Inbox Questions | Capital Gains on the Sale of Home
|
Dec 12, 2024 |
|
What Trump's Tax Policies Mean for Your Retirement
|
Dec 09, 2024 |
|
BOI Reporting Delayed: The Future of the Corporate Transparency Act
|
Dec 05, 2024 |
|
What Your Will WON'T Do
|
Nov 04, 2024 |
|
5 Ways to Make Your Retirement Recession-Ready
|
Oct 29, 2024 |
|
Is Downsizing Right for Your Retirement?
|
Oct 21, 2024 |
|
How Long Will I Live? Planning for Longevity in Retirement
|
Oct 14, 2024 |
|
3 Ways to Pay for Long-Term Care
|
Oct 07, 2024 |
|
Monte Carlo Simulations: Is Your "Probability of Success" Trustworthy?
|
Sep 30, 2024 |
|
The Stock Market Gamble Most Investors Lose
|
Sep 23, 2024 |
|
How Kamala Harris's Housing Plan Could Drastically Change Wealth Transfer
|
Sep 16, 2024 |
|
Ed Slott Explains How to Outmaneuver the Tax Trap in Retirement
|
Sep 09, 2024 |
|
Listener Voicemails: Super-funding 529s, Sophisticated Trusts, and Boosting Social Security Benefits
|
Sep 03, 2024 |
|
Listener Q&A: Demystifying Brokerage Statements, Retirement Readiness, and Investment Strategies
|
Aug 26, 2024 |
|
Listener Voicemails: Social Security, Trusts, and IRA Math Mysteries
|
Aug 19, 2024 |
|
Listener Q&A: Navigating RMDs, Investment Strategies, and Retirement Income Planning
|
Aug 12, 2024 |
|
Listener Q&A: Tax Strategies, Inheritances, Annuities, and More
|
Aug 05, 2024 |
|
Listener Q&A: Navigating Taxes, Trusts, and More
|
Jul 29, 2024 |
|
Navigating Social Security: Listener Questions Answered
|
Jul 22, 2024 |
|
Listener Questions Answered: Reverse Mortgages, Healthcare Before Medicare, and More!
|
Jul 15, 2024 |
|
Answering Listener Questions on Social Security
|
Jul 08, 2024 |
|
The Power of Donor Advised Funds
|
Jun 10, 2024 |
|
Unpacking the New IRS Estate Planning Memo
|
Jun 03, 2024 |
|
Too Much of a Good Thing?
|
May 28, 2024 |
|
When Roth IRA Conversions Go Too Far
|
May 20, 2024 |
|
Estate Planning Lessons from the Rockefellers and Vanderbilts
|
May 13, 2024 |
|
The Five Phases of Retirement
|
May 06, 2024 |
|
The Secret Power of Investment Location
|
Apr 29, 2024 |
|
The Home Buying Earthquake That Changes Everything
|
Apr 01, 2024 |
|
3 Types of Investors Who Should Avoid A Flat Fee Financial Advisor
|
Mar 25, 2024 |
|
The Surprising Way to Save Social Security (Without Raising Taxes or Cutting Benefits)
|
Mar 13, 2024 |
|
The Unplanned Journey: Grandparents Raising Grandchildren in Retirement
|
Mar 04, 2024 |
|
The Risk of Grey Divorce
|
Feb 27, 2024 |
|
How to Determine Your Risk Tolerance
|
Feb 19, 2024 |
|
Unlocking the Ex-pat Dream: Debunking Myths and 2024's Top Destinations
|
Feb 13, 2024 |
|
5 Things Nobody Tells You About Retirement
|
Feb 05, 2024 |
|
3 Reasons You Should Choose A Flat Fee Financial Advisor
|
Jan 16, 2024 |
|
Beyond Billionaires: The Ripple Effect of Taxing Unrealized Gains
|
Jan 08, 2024 |
|
Encore: The Retirement Tax Torpedo
|
Jan 02, 2024 |
|
Encore: Asset Protection for Personal Property
|
Dec 26, 2023 |
|
Encore: 6 Social Security Mistakes That Can Damage Your Retirement
|
Dec 18, 2023 |
|
Encore: Tax Loss (and Gain!) Harvesting with Andy Panko
|
Dec 11, 2023 |
|
Encore: The Fine Print of Beneficiary Designations
|
Dec 04, 2023 |
|
Encore Episode: 3 Reasons for Roth Conversions
|
Nov 28, 2023 |
|
The Vanguard Verdict: How Advisors Boost Returns by 3%
|
Nov 20, 2023 |
|
The Corporate Transparency Act: New Rules for LLCs and Small Businesses
|
Nov 13, 2023 |
|
This Is Why You PAY YOUR ADVISOR!
|
Nov 07, 2023 |
|
The Surprisingly Hardest Part of Retirement
|
Oct 30, 2023 |
|
Social Security In Digital Dollars Only?!?
|
Oct 16, 2023 |
|
Straight From Our Inbox: Listener Voicemails and more
|
Oct 09, 2023 |
|
Is Your Advisor Worth 1%?
|
Oct 02, 2023 |
|
LLC Protection: Myths, Realities, and Navigating Personal Judgments
|
Sep 25, 2023 |
|
On Air - Your Software Is Getting It WRONG
|
Sep 21, 2023 |
|
Will Roth IRAs Become Taxable?
|
Sep 18, 2023 |
|
Has the IRS Ended the Step-Up Basis for Trusts?
|
Sep 11, 2023 |
|
Straight From Our Inbox: Listener Voicemails on Social Security and More
|
Sep 05, 2023 |
|
Most Common Filing Age, Roth Conversions, and More
|
Aug 14, 2023 |
|
Should You Loan Money to Friends and Family?!
|
Jul 31, 2023 |
|
Retirement Reality Check: Should YOU Be Worried?
|
Jul 17, 2023 |
|
Unmasking the IUL Sales Pitch with Andy Panko
|
Jul 10, 2023 |
|
What is a Female? Why Definitions Matter In Estate Planning
|
Jul 03, 2023 |
|
The 5 Surprise Retirement Expenses
|
Jun 19, 2023 |
|
Inheritance Missteps: Navigating Trusts and Children
|
Jun 12, 2023 |
|
Lessons Learned from a Heart Attack
|
Jun 05, 2023 |
|
4 Things Singles Should Know About Filing for Social Security
|
May 31, 2023 |
|
Direct Indexing: Revolutionizing Investment Strategies or Just Hype?
|
May 23, 2023 |
|
The Optimal Retirement Withdrawal Strategy
|
May 15, 2023 |
|
3 Reasons for Roth Conversions
|
May 08, 2023 |
|
How Divorce Attorneys Miss the Big Picture
|
May 01, 2023 |
|
The 5 Phases of Saving for Retirement
|
Apr 24, 2023 |
|
Reverse Mortgages- Understanding the Pros and Cons
|
Apr 03, 2023 |
|
The Retirement Tax Torpedo
|
Mar 27, 2023 |
|
Are Your Investment Accounts Safe?
|
Mar 20, 2023 |
|
Get The Most From Your Pension
|
Mar 13, 2023 |
|
The IRS Dirty Dozen
|
Mar 06, 2023 |
|
The 4 Challenges Of Retirement
|
Feb 20, 2023 |
|
Can ChatGPT Replace Your Lawyer (or other professional advisor)?
|
Feb 13, 2023 |
|
Listener Voicemails - Answering More Social Security Questions
|
Feb 06, 2023 |
|
Finding the Right Tax Advisor
|
Jan 30, 2023 |
|
Listener Voicemails - Answering (mostly) Social Security Questions
|
Jan 16, 2023 |
|
Secure Act 2.0
|
Jan 11, 2023 |
|
Social Security at 62: Why Filing Ages are Changing
|
Jan 03, 2023 |
|
Legal vs. Insurable Title (How to avoid screwing up your real estate)
|
Dec 27, 2022 |
|
Managing Tax Loss (AND GAIN) Harvesting with Andy Panko
|
Dec 19, 2022 |
|
Listener Q&A: Inherited HSA, TOD Real Estate, Social Security spousal benefits, and LLC questions
|
Dec 12, 2022 |
|
What Is a 1031 Exchange?
|
Dec 05, 2022 |
|
Does Social Security Have An Inflation Donut Hole?
|
Nov 28, 2022 |
|
Crash Course on Annuities
|
Nov 14, 2022 |
|
Encore: The 5 Types of Trusts (and when they are used)
|
Nov 07, 2022 |
|
How A Bear Market Can Maximize Your Retirement
|
Oct 31, 2022 |
|
Big Changes To Social Security In 2023
|
Oct 24, 2022 |
|
Nothing (Legally) Last Forever
|
Oct 17, 2022 |
|
Why 2023 Medicare Premiums Are Going Down
|
Oct 10, 2022 |
|
A Better Approach to Retirement Income Distributions
|
Oct 03, 2022 |
|
Living In Sin: When Remarriage Causes Financial Harm
|
Sep 26, 2022 |
|
Should You Use A Break Even Calculator for Social Security?
|
Sep 19, 2022 |
|
Deadline Looming To Avoid The Estate Tax
|
Sep 12, 2022 |
|
Should You Own An Airbnb for Retirement Income?
|
Sep 06, 2022 |
|
6 Social Security Mistakes That Can Damage Your Retirement
|
Aug 29, 2022 |
|
Checkbook Control LLC: How To Own Alternatives In Your IRA
|
Aug 22, 2022 |
|
The Fine Print of Beneficiary Designations
|
Aug 12, 2022 |
|
Think Twice About These Rules of Thumb
|
Aug 08, 2022 |
|
Asset Protection for Personal Property
|
Aug 01, 2022 |
|
And...we're back!
|
Jul 29, 2022 |
|
The Bear Market's Silver Lining
|
Mar 23, 2020 |
|
Coronavirus and Your Retirement
|
Mar 01, 2020 |
|
The Secure Act: Part II
|
Dec 20, 2019 |
|
The Future of Big Picture Retirement
|
Nov 13, 2019 |
|
Protecting Rental Property
|
Sep 09, 2019 |
|
New Laws for Inheriting Property Jointly
|
Aug 26, 2019 |
|
Estate Planning for Pets
|
Jul 08, 2019 |
|
9 Steps If You Expect Your Will To Be Contested
|
Jun 24, 2019 |
|
5 Things To Know About The Secure Act of 2019
|
Jun 03, 2019 |
|
Will Trump Save Social Security
|
May 20, 2019 |
|
The Financial Abusers Playbook: Learn Their Secrets
|
May 06, 2019 |
|
Spring Cleaning - the Financial Edition
|
Apr 01, 2019 |
|
Medicare Buy-In at 50
|
Mar 18, 2019 |
|
Social Security Reform with Congressman John Larson
|
Mar 04, 2019 |
|
The 5 Types of Trusts (and when they are used)
|
Feb 18, 2019 |
|
Illegal Immigration and Social Security
|
Feb 04, 2019 |
|
What You Need To Know About Medicare: Part 2
|
Jan 21, 2019 |
|
Understanding the Parts of Medicare with Danielle Roberts
|
Jan 07, 2019 |
|
How Much Are You Paying For Your Investments? [ENCORE]
|
Dec 31, 2018 |
|
Talking Trade Wars with David Stein [ENCORE]
|
Dec 24, 2018 |
|
Listener Questions: IRAs and Trusts, and Special Social Security Rules
|
Dec 17, 2018 |
|
Listener Questions: Medicaid Estate Recovery and Social Security Myths
|
Dec 10, 2018 |
|
#100: What Rights do Grandparent Have?
|
Dec 03, 2018 |
|
#099: Understanding Charitable Remainder Trusts
|
Nov 19, 2018 |
|
#098: Active vs. Passive with Rick Ferri - Part 2
|
Nov 12, 2018 |
|
#097: Active vs. Passive with Rick Ferri - Part 1
|
Nov 05, 2018 |
|
#096: 5 Lessons Learned From Previous Market Declines
|
Oct 29, 2018 |
|
#095: Social Security Survivor Benefits
|
Oct 22, 2018 |
|
#094: BIG Update Coming to VA Benefits
|
Oct 15, 2018 |
|
#093: Retirement Drawdown Strategies Part 3
|
Oct 08, 2018 |
|
#092: Retirement Drawdown Strategies Part 2
|
Oct 01, 2018 |
|
#091: Retirement Drawdown Strategies Part 1
|
Sep 24, 2018 |
|
#090: 5 Social Security Mistakes With BIG Consequences
|
Sep 17, 2018 |
|
#089: You Can Buy WHAT In Your IRA?! Non-Traditional IRA Investments With Kirk Chisholm
|
Sep 10, 2018 |
|
#088: Cryptocurrency Basics with Joe Saul-Sehy
|
Sep 03, 2018 |
|
#087: Buying your First Rental Properties
|
Aug 27, 2018 |
|
#086: Should You Have Rental Property for Retirement Income?
|
Aug 20, 2018 |
|
#085: 3 Estate Planning Tips to Avoid Probate
|
Aug 13, 2018 |
|
#084: The Backdoor Into the Beautiful Roth IRA
|
Aug 06, 2018 |
|
#083: The Beautiful Roth IRA
|
Jul 30, 2018 |
|
#082: Is A Codicil A Good Way To Change Your Will?
|
Jul 23, 2018 |
|
#081: What Do All Those Advisor Designations Mean?
|
Jul 16, 2018 |
|
#080: Are Granny Cams Legal?
|
Jul 09, 2018 |
|
#079: Is It Ethical To Strategize To Use Government Benefits?
|
Jul 02, 2018 |
|
#078: The Ridiculous Inaccuracy of Stock Market Predictions [Encore Presentation]
|
Jun 25, 2018 |
|
#077: 5 Smart Reasons to FIle Early for Social Security
|
Jun 18, 2018 |
|
#076: What We Wish You Knew About REITs
|
Jun 11, 2018 |
|
#075: Is This Cheating the FAFSA? - College Tuition Hacks You Didn't Know
|
Jun 04, 2018 |
|
#074: The Right Way to Qualify for Medicaid for Long Term Care - Part 2
|
May 28, 2018 |
|
#073: The RIGHT way to use Medicaid to pay for Long Term Care
|
May 21, 2018 |
|
#072: Should You Be Investing In Individual Stocks?
|
May 14, 2018 |
|
#071: The Dangers of Chasing Dividends with Andrew Comstock
|
May 07, 2018 |
|
#070: Does Your Credit Score Matter In Retirement?
|
Apr 30, 2018 |
|
#069: Is A Target Date Fund Right For You?
|
Apr 23, 2018 |
|
#068: Roger Whitney on Living Well Today While Planning For Tomorrow
|
Apr 16, 2018 |
|
#067: Traditional Insurance vs. Health Sharing Arrangements
|
Apr 09, 2018 |
|
#066: Talking Trade Wars With David Stein
|
Apr 02, 2018 |
|
Market Update March 2018
|
Mar 30, 2018 |
|
#065: How Facebook and the Aging Population Might Impact Your Retirement Plan
|
Mar 26, 2018 |
|
#064: Timing The Stock Market, and Protecting Social Security From Nursing Home Bills
|
Mar 19, 2018 |
|
#063: Hiring a Tax Advisor | Encore Presentation
|
Mar 12, 2018 |
|
#062: Jacob and Esau | Encore Presentation
|
Mar 05, 2018 |
|
#061: What's The Best Age To File For Social Security
|
Feb 26, 2018 |
|
#060: Should You Buy Long-Term Care Insurance?
|
Feb 19, 2018 |
|
#059: How Much Are You Paying For Your Investments?
|
Feb 12, 2018 |
|
#058: Do You Need A Sexual Power of Attorney?
|
Feb 05, 2018 |
|
#057: The Amazon Effect and What It Means For Your Retirement
|
Jan 29, 2018 |
|
#056: The Hidden Dangers of Leaving Inherited Property to your Heirs
|
Jan 22, 2018 |
|
#055: A Serious Look at the Future of Social Security
|
Jan 15, 2018 |
|
#054: How To Have Your Best Year Ever
|
Jan 08, 2018 |
|
#053: The Impact of Trump's Tax Reform
|
Jan 01, 2018 |
|
#052: Recent Predictions That Didn't Happen, and The Tattoo Factor
|
Dec 25, 2017 |
|
#051: Podcasting from a Volkswagen Superbeetle, with Couple Money and the Retirement Answer Man
|
Dec 18, 2017 |
|
#050: Can You Have Too Much Cash? and Planning For The Things You Hope Don't Happen
|
Dec 11, 2017 |
|
#049: How Millionaires Handle their Money, with Joe Saul-Sehy
|
Dec 04, 2017 |
|
#048: Steps To Take Before The End of The Year
|
Nov 27, 2017 |
|
#047: The Trump Tax Plan
|
Nov 20, 2017 |
|
#046: Is A Reverse Mortgage Right For You?
|
Nov 13, 2017 |
|
#045: Post-Retirement Work, and Social Security Disability Benefits
|
Nov 06, 2017 |
|
#044: Psychology, Passive Income, and Your Freedom Number With Clayton Morris
|
Oct 30, 2017 |
|
#043: Digging Deeper Into Medicare, and Donut Holes
|
Oct 23, 2017 |
|
#042: What Medicare Covers, and What It's Going To Cost
|
Oct 16, 2017 |
|
#041: Does Your Debt Die When You Do?
|
Oct 09, 2017 |
|
#040: Keeping it Simple with Doug Goldstein
|
Oct 02, 2017 |
|
#039: Planning Your Digital Afterlife
|
Sep 25, 2017 |
|
#038: Protecting Your Assets From Lawsuits and Other Liabilities
|
Sep 18, 2017 |
|
#037: Designating Your Representatives, and Picking Stocks
|
Sep 11, 2017 |
|
#036: All About Bonds with Dr. Brandon Renfro
|
Sep 04, 2017 |
|
#035: Why Social Security is Important for YOU (even if you're not close to retirement)
|
Aug 28, 2017 |
|
#034: How to Avoid a Bernie Madoff-Type Scam
|
Aug 21, 2017 |
|
#033: Giving IRA Money to Charity, and Remarriage & Social Security
|
Aug 14, 2017 |
|
#032: Why Women Need Better Financial Advice with Russ Thornton
|
Aug 07, 2017 |
|
#031: Veterans - Are you getting ALL your benefits?
|
Jul 31, 2017 |
|
#030: Second Marriages and Blended Finances
|
Jul 24, 2017 |
|
#029: Disinheriting a Spouse and How to Say NO to an Adult Child's Request for Money
|
Jul 17, 2017 |
|
#028: Quarterly Perspective Q2 2017, with Andrew Comstock
|
Jul 10, 2017 |
|
#027: AgeProof - Living Longer Without Running Out of Money or Breaking a Hip
|
Jul 03, 2017 |
|
#026: Who To Talk To At Your Social Security Office
|
Jun 26, 2017 |
|
#025: What to do when Someone Dies
|
Jun 19, 2017 |
|
#024: Keep the Original Will, and Rental Income in Retirement
|
Jun 12, 2017 |
|
#023: How Much Do You Need in Retirement? Use this online calculator to find out.
|
Jun 05, 2017 |
|
#022: 5 Lessons Learned from Market Declines
|
May 29, 2017 |
|
#021: Naming Beneficiaries - How to Avoid Screw-ups
|
May 22, 2017 |
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#020: Listener Questions about Moving IRAs back into a 401k, and Social Security for Grandkids raised by Grandparents
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May 15, 2017 |
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#019: Lessons We Learned from 15 years as Financial Planners, with David Waldrop
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May 08, 2017 |
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#018: The Basics of Social Security that EVERYONE Should Know, Part 2
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May 01, 2017 |
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#017: The Basics of Social Security that EVERYONE Should Know, Part 1
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Apr 24, 2017 |
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#016: Listener Questions - Sharing Accounts with Children and Lump-sum Pension Payouts
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Apr 17, 2017 |
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Quarterly Perspective Q1 2017, with Andrew Comstock
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Apr 10, 2017 |
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#014: Wills 101 - Part 2
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Apr 03, 2017 |
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#013: WIlls 101 - Part 1
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Mar 27, 2017 |
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#012: Listener Questions - Power of Attorney for Social Security and ABLE Accounts
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Mar 20, 2017 |
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#011: How to Balance Living Well Today While Planning for Tomorrow, with Roger Whitney
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Mar 13, 2017 |
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#010: Get Organized - How to Improve Your Chances for a Successful Retirement
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Mar 06, 2017 |
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#009: Hiring a Legal Advisor
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Feb 27, 2017 |
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#008: Listener Questions about Social Security Earnings Limitations and Power of Attorney for 18-year olds
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Feb 20, 2017 |
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#007: Is Your Advisor a Fiduciary or Salesperson, with Michael Kitces
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Feb 13, 2017 |
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#006: Hiring a Financial Advisor
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Feb 06, 2017 |
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#005: Hiring a Tax Advisor
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Jan 30, 2017 |
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Andrew Comstock - Quarterly Perspective
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Jan 26, 2017 |
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#004: Listeners Questions - Wills vs Trusts, and is there any truth behind the Social Security Gun Ban
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Jan 23, 2017 |
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#003: Listening to Gurus, with Joe Saul-Sehy
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Jan 16, 2017 |
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#002: Jacob and Esau
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Jan 03, 2017 |
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#001: Four Corners of Retirement Planning
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Jan 02, 2017 |
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#000: Introductory Episode of Big Picture Retirement Show
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Jan 01, 2017 |