Big Picture Retirement®

Business & Economics Podcasts

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...

Episodes

The Social Security Earnings Limit May Be Eliminated

What 75 Year Old Retirees Regret Most

Inbox Question | Leveraged ETFs for Supercharging Retirement Savings

Inbox Question | QCD from a Workplace Retirement Plan

You're Probably Looking at the Wrong Estate Tax

Inbox Question | Should I Use A Spendthrift Trust?

How Your AI Data Could Be Used Against You

Should a Blood Test Shape Your Retirement Plan?

Why Recency Bias Is Dangerous for Today's Retirees

Five Retirement Loose Ends You Can't Ignore

Planning for Single Retirees — Part 4: Long-Term Care, Incapacity, and Estate Planning

Planning for Single Retirees — Part 3: Tax Planning and Roth Conversions

Planning for Single Retirees — Part 2: Social Security Claiming Decisions

Planning for Single Retirees — Part 1: Why Retirement Is Different When You're Solo

7 Keys to a More Financially Stable Retirement

How to Buy or Sell a Business the Right Way

Inbox Question | Should Advisors Provide Client References

The Federal Income Tax: Coming to an End?

Inbox Question | Managing Allocation Across Many Accounts

Key Changes for 2026