Devin Carroll, CFP® & John Ross, JD

Big Picture Retirement®

Business EN ↓ 307 episodes

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.

Author

Devin Carroll, CFP® & John Ross, JD

Episodes

#005: Hiring a Tax Advisor 30.01.2017 41:01

Nobody can obtain the full range of knowledge a person needs to be fully prepared for retirement. Retirees, and those building a retirement portfolio, need an advisory council. Today's episode focuses on how to hire a Tax Advisor: Where to look, what to look for, and what questions do you ask to make sure you're getting the right tax advisor for you. For help understanding more about retirement an...

Andrew Comstock - Quarterly Perspective 26.01.2017 23:18

The last part of 2016 was really good for the stock market and the new year didn't stop the momentum. Now that the DOW has hit 20,000…what's next? Joining us to discuss this is Andrew Comstock, the chief investment officer for Castlebar Asset Management.

#004: Listeners Questions - Wills vs Trusts, and is there any truth behind the Social Security Gun Ban 23.01.2017 30:10

What is truly behind the so-called "social security gun ban"? Also, John digs into the differences between a will and a trust. For more, visit http://bigpictureretirement.net

#003: Listening to Gurus, with Joe Saul-Sehy 16.01.2017 36:01

Who do you listen to for financial advice? Dave Ramsey? Sure Orman? Jim Kramer? Joe Saul-Sehy, a recovering Financial Planner and host of Stacking Benjamins joins us to talk about when it's the right time to follow the gurus - and when it's not. He also shares stories from his biggest failures in life to show that he's been right where you are - or worse. Today's show is brought to you by http://S...

#002: Jacob and Esau 03.01.2017 26:00

John shares the story of Jacob and Esau from the Bible to describe one of the most common mistakes people make in retirement. Please subscribe to the show so you don't miss an episode. For more, visit http://bigpictureretirement.net

#001: Four Corners of Retirement Planning 02.01.2017 33:31

What are the Four Corners of Retirement Planning? I'll bet you know them - but do you have a grasp on all four? John and Devin explain each: Health, Taxes, Legal and Income For more information, or to contact us, visit http://bigpictureretirement.net

#000: Introductory Episode of Big Picture Retirement Show 01.01.2017 20:00

What is Big Picture Retirement? Hosts Devin Carroll and John Ross, both professionals in the financial industry, launch this new show to help those about to retire or are already retired. For more about us or information about this show, visit http://bigpictureretirement.net