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Big Picture Retirement

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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.

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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Location:

United States

Description:

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.

Language:

English

Contact:

903-793-4014


Episodes

Estate Planning for Pets

7/8/2019
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When you're talking about estate planning, and the care of pets, some interesting things can happen. It's not uncommon for people to want to provide for their pets in their wills, whether designating the person who will care for the pet, or providing money to care for the pet. There used to be a lot of pitfalls when creating plans for pets. Technically, an animal is property and the animal has the same legal rights as any other property (like a couch). This is really hard for animal people...

Duration:00:29:08

9 Steps If You Expect Your Will To Be Contested

6/23/2019
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Is it possible that your heirs might disagree with your will? There are many things you can do to reduce or even eliminate fights after you are gone. In this week's episode, elder lawyer John Ross talks about the dos and don'ts of writing a will when you think there might be conflict between your survivors. For more information, visit the show notes at https://bigpictureretirement.com/115

Duration:00:36:44

5 Things To Know About The Secure Act of 2019

6/3/2019
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This week's episode includes some reader questions, and a review of the The Setting Every Community Up for Retirement Enhancement Act of 2019 (the SECURE Act). The SECURE Act has passed the House of Representatives, and a similar bill is working in the Senate. For more, visit the show notes at https://www.bigpictureretirement.com/5-things-to-know-about-the-secure-act-of-2019

Duration:00:49:04

Will Trump Save Social Security

5/20/2019
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Current reports show there will only be enough money coming into Social Security to pay about 75% of Social Security Benefits. Even if we have record-setting economic numbers, we're very close to being too little, too late. Can a President make changes quick enough to solve the problem? Devin explains how one change can solve the problem, and how other ideas only partially keep Social Security solvent. For more information, visit the show notes at https://www.bigpictureretirement.com/113

Duration:00:30:47

The Financial Abusers Playbook: Learn Their Secrets

5/6/2019
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90% of contested probate cases were between the surviving wife and the children of the deceased man. We received an email from a listener whose widowed father met a new woman and let her into his life. However, the kids have some concerns about the new friend, and a little research has shown some concerning information about this person. There is a very specific routine of how people commit elder abuse. Listen as John spells out the secrets of the Financial Abuser's Playbook. For more...

Duration:00:40:33

Spring Cleaning - the Financial Edition

4/1/2019
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Spring is here, and it's a great time to do some financial spring cleaning. Devin and John go over a few things you want to do: For more information, visit the show notes at https://www.bigpictureretirement.net/111

Duration:00:36:15

Medicare Buy-In at 50

3/18/2019
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"Medicare for All" has been in the news a lot lately. Senator Bernie Sanders thinks insurance companies should be abolished and everyone should get Medicare. So this week, Devin and John talk about the pros and cons of different ideas about expanding Medicare coverage to folks of lower ages. For more information, visit the show notes at https://www.bigpictureretirement.net/110

Duration:00:28:59

Social Security Reform with Congressman John Larson

3/4/2019
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An exclusive interview with Congressman John Larson about the proposed changes to Social Security in the SS2100 Act. For more information, visit the show notes at https://www.bigpictureretirement.net/109

Duration:00:41:43

The 5 Types of Trusts (and when they are used)

2/18/2019
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A trust is a legal entity, just like a corporation or an individual person. All trusts will have an exchange of property and three categories of people: Devin and John go over the different types of trusts and when to use them. For more information, visit the show notes at https://www.bigpictureretirement.net/108

Duration:00:47:32

Illegal Immigration and Social Security

2/4/2019
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Are illegal immigrants going to cause the collapse of the Social Security system? The Social Security trustees reports that more immigration is a benefit to the system. Devin and John of Big Picture Retirement look at both sides and get to the truth behind Illegal Immigration and Social Security. For more information, visit the show notes at https://www.bigpictureretirement.net/107

Duration:00:29:14

What You Need To Know About Medicare: Part 2

1/21/2019
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Danielle Roberts of BoomerBenefits.com is back again this week, talking with Devin about more Medicare issues. Danielle is an expert on Medicare supplements and Medicare Advantage plans, and runs the Boomer Benefits company to help seniors with their Medicare needs. In last week’s episode, Danielle and Devin talked about the parts of Medicare, the difference between a Medicare supplement and a Medicare Advantage plan, and how to find the right agent and product for you. For more...

Duration:00:35:09

Understanding the Parts of Medicare with Danielle Roberts

1/7/2019
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Danielle Roberts explains the different parts of Medicare to us in a way that is easy to understand and follow. This is Part 1 of a 2-part series with Danielle Roberts of BoomerBenefits.com. For more information, visit the show notes at https://www.bigpictureretirement.net/105

Duration:00:39:54

How Much Are You Paying For Your Investments? [ENCORE]

12/31/2018
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How do you figure out how much money you're spending on your investments? In this encore presentation, Devin and John talk about the types of fees you might be paying, and how you can figure out what they are. For more information, visit the show notes at http://www.bigpictureretirement.net/104

Duration:00:20:44

Talking Trade Wars with David Stein [ENCORE]

12/24/2018
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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/103

Duration:00:28:21

Listener Questions: IRAs and Trusts, and Special Social Security Rules

12/17/2018
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Devin and John continue working their way through some of the listener questions that have been coming in. John has a question about making a trust the beneficiary of an IRA, and then Devin has a question about Social Security benefits for public employees who have not contributed to Social Security. For more information, visit the show notes at https://www.bigpictureretirement.net/102

Duration:00:21:39

Listener Questions: Medicaid Estate Recovery and Social Security Myths

12/10/2018
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John received a question from a listener with a blended family. The wife needs long-term care, and the assets to support such an expense! He talks about “Medicaid estate recovery” and other recommendations for power of attorney, etc. Then Devin answers a question about the Social Security earnings limit and then tackles some myths about Social Security. For more information, visit the show notes at https://www.bigpictureretirement.net/101

Duration:00:29:48

#100: What Rights do Grandparent Have?

12/3/2018
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What kind of rights do grandparents have? John Ross from the Big Picture Retirement Show deals with a lot of people in retirement, and many of those folks have grandchildren. He shares some harrowing stories and tips you can use to makes sure your rights are honored. For more information, visit the show notes at http://www.bigpictureretirement.net/100

Duration:00:30:39

#099: Understanding Charitable Remainder Trusts

11/19/2018
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CRUTS are Charitable Remainder Trusts. Any time you are dealing with charitable planning, you must first have the charitable intent. You can find some tax benefits that go along with that charitable intent, but you have to start with the charitable intention. Ultimately, the charity is almost always going to benefit more than the donor. For more information, visit the show notes at http://www.bigpictureretirement.net/099

Duration:00:26:05

#098: Active vs. Passive with Rick Ferri - Part 2

11/12/2018
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Part 2 of the conversation about active versus passive investing with guest Rick Ferri, author of Smart Money. For more information, visit the show notes at https://www.bigpictureretirement.net/098

Duration:00:36:49

#097: Active vs. Passive with Rick Ferri - Part 1

11/5/2018
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This week, Devin welcomes Rick Ferri to the show to talk about active versus passive investing. But before the interview gets started, John and Devin have an entertaining conversation about the recently released 2019 Social Security and Medicare adjusted numbers, including: For more information, visit the show notes at http://www.bigpictureretirement.net/097

Duration:00:36:44