Brandon Davis
The Big Picture Retirement Show
Tune in to The Big Picture Retirement Show, where we take a holistic approach to retirement. Listen in as host Reid Abedeen shares strategies that will help you discover ways to maximize and generate more income, helping to ensure that your money can last throughout your retirement. Learn more about keeping your investments working together to help achieve your financial goals, strategies for transferring wealth and how to make sure you're not paying more than your fair share in taxes. Start listening today!
Where to listen?
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Episodes
The Retirement Paycheck Predicament 02.04.2026 48:12
Are you losing sleep over the vanishing pension and an unpredictable 401(k)? This week, Reid Abedeen and Mark Elliott get candid about the “retirement paycheck predicament” that’s keeping millions up at night. With news about interest rates, job markets skittering, and gas prices soaring, it’s easy to feel nervous about the future. But don’t worry—Reed brought his crystal ball (well, almost)! Will...
Roth Conversions 2.0 02.04.2026 48:34
What do bombings overseas, rising national debt, and the looming threat of higher taxes have in common? They might just change your retirement forever! In this episode, Reid Abedeen draws from decades of experience—and a few globe-spanning life lessons—to break down why today's financial headlines shouldn't send you running for the exits. Instead, he reveals the opportunities hidden in the chaos,...
Your 401(k) is Not a Plan 02.04.2026 48:34
Think your 401(k) is the ultimate retirement plan? Think again! On this week’s Big Picture Retirement Show, Reid Abedeen and Mark Elliott dig deep into the toolbox of retirement—exposing why your accounts are just the starting point, not the masterplan. From funny golf stories and “silent assassins” (hello, inflation!) to real-talk about portfolio buffers, this episode draws the blueprint so you c...
2026 Valentine's Day Special 02.04.2026 48:48
Are you sure you’re seeing your retirement plan from every angle—or could you be missing some costly blind spots? On this episode of The Big Picture Retirement Show, host Reid Abedeen digs deep into the realities of income planning, tax strategies, and the tricky balance between offense and defense in your financial life. With decades of experience—and some surprising stories from the field—Reid a...
Optimizing Retirement Income 02.04.2026 48:11
Curious how much you really know about the hidden hurdles retirees face? In this episode of The Big Picture Retirement Show, Reid Abedeen and Mark Elliot pull back the curtain on the topics so many families avoid: inheritance mysteries, the daunting dance of inflation, and those sneaky “stealth taxes” nobody sees coming. Whether you’re wondering if your family would be left with questions or scram...
Retirement Optimism 02.04.2026 48:48
Are you feeling more nervous than excited about your retirement years? You’re not alone! In this episode of the Big Picture Retirement Show, Reid Abedeen and Mark Elliott dive into why only 30% of retirees feel optimistic about maintaining their lifestyle—and, more importantly, what you can do to join the confident crowd. Discover why so many people are unsure about their financial future, and pic...
Act Your Age (Asset Allocation) 02.04.2026 49:07
Ever wondered if the tried-and-true rules of retirement are really driving you safely into your golden years—or speeding you toward some unexpected detours? Join Reid Abedeen and Mark Elliot as they share eye-opening price predictions, expose the quirks behind classic financial wisdom like the "Rule of 100," and dive into how inflation, the markets, and even your New Year’s goals all collide in to...
Episode 161: Trump's Big Beautiful Bill and Your Retirement 30.06.2025 49:07
Get ready for a deep dive into the intricate world of retirement planning with this episode of "The Big Picture Retirement Show" featuring Reid Abedeen. Ever wondered how the choices between active and passive investment can steer your retirement ship? Reid opens the conversation on this pivotal decision-making process, sharing insight and expert advice drawn from over 25 years of industry experie...
Episode 160: Navigating the Retirement Maze 24.06.2025 49:07
Ever felt like your retirement plans are as tangled as a ball of yarn weighted by financial jargon and uncertainty? This week on "The Big Picture Retirement Show," host Reid Abedeen takes the mic to untangle the complexities of retirement planning. Dive into the five pivotal pillars—income, investment, taxes, healthcare, and legacy planning—as Reid and Mark Elliott discuss real-life scenarios that...
Episode 159: Mastering Your Financial Future: The Retirement Blueprint 19.06.2025 50:01
Join Reid Abedeen and Mark Elliott as they unravel the complexities of retirement planning in this episode of "The Big Picture Retirement Show." Discover how the synergy of investments, taxes, social security, and legacy planning can set you on a path to financial independence. With more than two decades of experience, Reid offers his insights on creating dependable income streams once the regular...
Episode 158: Debunking Retirement Myths 19.05.2025 22:49
Join hosts Reid Abedeen and Mark Elliott as they unravel common misconceptions about retirement in this engaging episode of "The Big Picture Retirement Show." As Reid discusses with humor and insight, they tackle myths about spending in retirement, maintaining the same lifestyle, and relying solely on Social Security. With over 20 years of experience, Reid shares invaluable advice to prepare you f...
Episode 157: Securing Your Future: Insights and Strategies for Retirees 12.05.2025 22:48
In this episode of "The Big Picture Retirement Show," managing partner Reid Abedeen of Safeguard Investment Advisor Group joins co-host Mark Elliott to delve into the complexities of retirement planning. Reid discusses the founding of Safeguard Investment Advisor Group with partners Rick Rivera and Eddie Sota, emphasizing their collective mission to assist retirees and pre-retirees with comprehens...
Episode 156: Strategic Retirement Planning in Volatile Markets 28.04.2025 23:08
In this episode of "The Big Picture Retirement Show," hosts Rick Rivera and Mark Elliott discuss the importance of having a well-structured retirement plan amidst market volatility. They emphasize leveraging market downturns to the clients' advantage while ensuring that retirement plans do not solely rely on market performance. Rick underlines the significance of strategic planning and regular por...
Episode 155: Understanding the Importance of Retirement Planning 21.04.2025 23:31
In this episode of "The Big Picture Retirement Show," Rick Rivera, emphasizes the importance of understanding where you stand on your retirement journey and provides listeners with crucial insights into how to ensure their money will last through retirement. Rick explains the process involved when individuals reach out to Safeguard Investment Advisory Group, stressing that there is no cost or obli...
Episode 154: The Wealth Paradox: Spending in Retirement feat. Eddie Sota 14.04.2025 22:52
In this episode of "The Big Picture Retirement Show," hosts Rick Rivera and Eddie Sota from Safeguard Investment Advisory Group delve into the paradox of the wealthy not spending their money in retirement. With insights and guidance from their extensive experience in the financial industry, they discuss why many affluent retirees tend to save rather than spend their accumulated wealth. The discuss...
Episode 153: Understanding the Importance of Rebalancing Your Portfolio 07.04.2025 23:01
In this episode of "The Big Picture Retirement Show," host Rick Rivera discuss the complexities and importance of rebalancing investment portfolios. Rick, a partner at Safeguard Investment Advisory Group, breaks down the concept of rebalancing to ensure that one's investments align with their risk tolerance and financial goals. He explains how market fluctuations can cause the allocation of assets...
Episode 152: Navigating Wills, Trusts, and Estate Planning 31.03.2025 23:31
In this episode of "The Big Picture Retirement Show," host Rick Rivera, along with co-host Mark Elliott, delves into the foundational aspects of estate planning. They cover the critical differences between wills and trusts, emphasizing the importance of having a plan for transferring wealth to the next generation. Rick explains how having a documented estate plan can help in specifying who gets wh...
Episode 151: Navigating Market Volatility in Retirement 24.03.2025 23:16
In this episode of "The Big Picture Retirement Show," hosted by Rick Rivera from Safeguard Investment Advisory Group, the focus is on managing market volatility during retirement. The discussion emphasizes the importance of having a well-structured retirement plan that can endure market fluctuations. Rick Rivera explains the five key pillars of a comprehensive retirement plan: income, investment,...
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