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Big Picture Retirement

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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Big Picture Retirement
2020
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Mar 23, 2020

Bear markets bring about a lot of uncertainty. But with the right focus, this can be a time of massive opportunity. In today's episode Devin and John talk about why the current mixture of environments presents a perfect opportunity. 

Mar 1, 2020

How does the Coronavirus affect your Social Security benefit and overall retirement income? In today's show Devin and John are covering the ripple effect and talking about what you need to do.

Dec 20, 2019

How will the the Secure Act impact your retirement plan?

In this special episode Devin and John discuss the widely-reported basics of this new law and then cover some of the the advanced planning opportunities that will now be available.

Nov 13, 2019

It’s been a wonderful ride and we want to thank everyone for listening to the Big Picture Retirement Show. The success of John’s business (rossandshoalmire.com/elderlaw-attorneys) and Devin’s YouTube channel (youtube.com/devincarroll) have created as shortage of time to record new episodes.

If you’d like to stay in touch, please join the Facebook group: bigpictureretirement.com/facebook

Sep 9, 2019

When it comes to rental property, you have to protect yourself in two ways:

Your business from your personal issues, and your personal life from your business issues.

This week, Devin and John talk about the ways to protect your real estate interests.

For more information, visit the show notes at https://www.bigpictureretirement.com/118

Aug 26, 2019

Not long ago, Devin and his brothers inherited some property. Thankfully, this deal went pretty smoothly because they all wanted to sell it.

However, not all inheritances go as smoothly.

Knowing about the Uniform Partition of Heirs Property Act should make you want to go back to your estate plan, and see how you can amend your estate plan to avoid these potential conflicts.

For more information, visit the show notes at https://www.bigpictureretirement.com/117

Jul 8, 2019

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 to comprehend. Get the information you need by listening to this episode. For more information, visit the show notes at https://www.bigpictureretirement.com/estate-planning-for-pets

Jun 24, 2019

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

Jun 3, 2019

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 

May 20, 2019

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 

May 6, 2019

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 information, visit the show notes at https://www.bigpictureretirement.net/112 

Apr 1, 2019

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:

  • A fee audit
  • Double-check your beneficiary designations.
  • ...and more

For more information, visit the show notes at https://www.bigpictureretirement.net/111 

Mar 18, 2019

"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 

Mar 4, 2019

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 

Feb 18, 2019

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:

  • The people who create it, called the grantors, or the settlers, or the trust-makers
  • The people in charge of the trust, usually called the trustees
  • The beneficiaries: the people who get the benefit of the trust


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 

Feb 4, 2019

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 

 

Jan 21, 2019

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 information, visit the show notes at https://www.bigpictureretirement.net/106

Jan 7, 2019

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 

Dec 31, 2018

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 

Dec 24, 2018

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

Dec 17, 2018

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 

Dec 10, 2018

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 

Dec 3, 2018

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 

Nov 19, 2018

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

Nov 12, 2018

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 

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