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Big Picture Retirement

If you are planning for, or living in, retirement…this is the show for you. The success of your retirement may depend on how well you planned for the "big picture" and connected 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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Now displaying: November, 2018
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 

Nov 5, 2018

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:

  • The increase in Social Security benefits
  • Medicare premiums
  • Adjusted Social Security earnings limit
  • Higher limit on how much money you will pay Social Security benefits
  • and more!

For more information, visit the show notes at http://www.bigpictureretirement.net/097

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