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Artwork for Big Picture Retirement®

Big Picture Retirement®

Devin Carroll, CFP® & John Ross, JD
Retirement Planning
Roth Conversions
Estate Planning
Financial Planning
Flat Fee Financial Advisors
Privacy
Tax Loss Harvesting
Gray Divorce
Social Security Administration
Retirement Tax Torpedo
Social Security
Corporate Transparency Act
Small Businesses
Tax Gain Harvesting
Social Security Benefits
IRA Distributions
Commission-Based Advisory Models
Divorce Rates
Trusts
Financial Advisors

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.

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Artwork for Big Picture Retirement®

Latest Episodes

Advances in predictive medicine are starting to raise a fascinating question: what if we could estimate our longevity with much greater accuracy?

New blood tests and biomarkers are being developed that may help identify risks for diseases years—or ... more

Most people assume the future will look like the recent past. That's called recency bias, and it can quietly wreck a retirement plan.

If the market has been strong for years, investors start believing those returns will continue forever. If the mar... more

Saving for retirement is only half the job. In this episode, we discuss the five financial loose ends that can quietly drain retirement income and why addressing them early creates flexibility and peace of mind.

Although this show does not provide ... more

In this last episode of our Planning for Single Retirees series, we tackle the part of retirement planning that matters most when you don't have a built-in safety net: what happens if you can't manage life or money on your own.

Today, John is joine... more

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Recent Guests

Lisa Shoalmire
An attorney with experience in estate planning and elder law, known for her insights on issues faced by single retirees.
Episode: Planning for Single Retirees — Part 4: Long-Term Care, Incapacity, and Estate Planning
Nick Domuchowski
CFP at Carroll Advisory Group
Carroll Advisory Group
Episode: Planning for Single Retirees — Part 3: Tax Planning and Roth Conversions
Andrew Motiwalla
Founder of The Good Life Abroad
The Good Life Abroad
Episode: How to Travel Like a Local in Retirement (Not Just a Tourist)
Ed Slott
One of the most respected voices in retirement and tax planning, named America's IRA expert.
Ed Slott and Company
Episode: Ed Slott Explains How to Outmaneuver the Tax Trap in Retirement
Andy Panko
Certified financial planner with a large online presence, including a podcast and Facebook group focused on tax matters in retirement.
Episode: Encore: Tax Loss (and Gain!) Harvesting with Andy Panko

Reviews

4.7 out of 5 stars from 562 ratings
  • Excellent retirement resource

    Excellent relevant topics with a lot of common sense and just the right amount of good humor. I listen to it every week while I’m walking my dog. Highly recommend for anyone approaching or in retirement.

    Apple Podcasts
    5
    ghjkufrrt
    United States7 days ago
  • Insightful show with excellent hosts

    Love this show! Hosts always come in with their unique viewpoints and explain how they got there. It’s a combination of “That sure seems logical to me” and “Wow, I hadn’t thought of it that way.” The extra details and stories are like seasonings on my breakfast omelette, making it that much more delicious. Keep up the great work!

    Apple Podcasts
    5
    SFbucknut
    United States9 days ago
  • Most forwarded Podcast

    I listen to podcasts every day. While most are financially oriented I have an eclectic mix and regularly forward certain episodes to a family member or friend I think will enjoy it. BPR is by far the podcast i forward the most. While individual episodes don’t apply to everyone, many episodes apply to someone I know.

    Apple Podcasts
    5
    Retired Bobby G
    United Statesa month ago
  • Lisa Shoalmire

    Well, she had me at ‘hornswoggled”—That alone was worth five stars! But, jokes aside, the series on planning for single folk will be worth your time.

    Apple Podcasts
    5
    SensibleInvestor
    United Statesa month ago
  • Love Devin and John

    One of my top five favorite podcasts. This is a combination of estate planning and retirement planning. It is so good, I went back to listen to every episode from the beginning and I recommend that you do the same. Lucky that these gentlemen are so young that they can continue to do this poscast for many more years.

    Apple Podcasts
    5
    Las Vegas Trader
    United States2 months ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Thoughtful, practical retirement guidance that makes complex topics feel approachable.
Educated, entertaining, and informative—great balance of humor and depth.
Strong mix of tax, estate, and planning insights; useful for pre-retirees and retirees alike.
Audience reviews highlight clear explanations, actionable tips, and engaging hosts.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

Inbox Question | Managing Allocation Across Many Accounts
Q: How do you best manage asset allocations across a number of separate accounts?
Start by consolidating all your accounts into one place. This simplifies management and tax reporting, especially if facing health issues. After consolidation, use tools like Morningstar Investor for a detailed analysis, and build a bucket strategy based on your retirement income plan.
Inbox Question | Roth Conversion Strategy for High Earners
Q: Should we stop contributing to 401(k) and just take the match?
It's important not to stop contributions entirely but to analyze how much to contribute into pre-tax versus Roth options while also considering taxable accounts.
Inbox Question | Typical Costs of Estate Planning
Q: What is the typical cost of estate planning services?
The hosts suggest that the typical cost range for estate planning is between $4,000 and $7,000, depending on the complexity of the individual's situation.
Inbox Question | What's the Big Deal with HSAs
Q: What's the big deal with HSAs?
HSAs offer unique tax advantages where contributions are tax-deductible and withdrawals for qualified medical expenses are tax-free. They can also be used strategically as a retirement income tool by allowing individuals to reimburse themselves for past medical expenses tax-free.
Why So Many Americans Are Claiming Social Security Early in 2025
Q: Why are so many people filing for Social Security early?
Many people are filing early due to fears surrounding Social Security bankruptcy and access difficulties to the administration's services.

Audience Metrics

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Professions
Age Range
Household Income
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Frequently Asked Questions About Big Picture Retirement®

What is Big Picture Retirement® about and what kind of topics does it cover?

This show focuses on retirement planning at the intersection of legal, tax, and financial considerations. Across episodes, the hosts dissect practical topics like Social Security strategies, Roth conversions, estate planning, tax planning for singles, and ways to simplify and protect retirement income. They balance technical guidance with relatable anecdotes and clear, actionable takeaways, often stressing proactive planning, professional guidance, and the importance of understanding how policy changes affect retirement security. A standout trait is the combination of accessible explanations with deep dives on tax and legal implications, making complex ideas feel doable for both pre-retirees and those already in retirement.

Where can I find podcast stats for Big Picture Retirement®?

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How many listeners does Big Picture Retirement® get?

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What are the audience demographics for Big Picture Retirement®?

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How many subscribers and views does Big Picture Retirement® have?

To see how many followers or subscribers Big Picture Retirement® has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to Big Picture Retirement®?

These podcasts share a similar audience with Big Picture Retirement®:

1. Retirement Starts Today
2. Stay Wealthy Retirement Podcast
3. Retirement Answer Man
4. Ready For Retirement
5. Your Money, Your Wealth

How many episodes of Big Picture Retirement® are there?

Big Picture Retirement® launched 9 years ago and published 297 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Big Picture Retirement®?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for Big Picture Retirement®?

Rephonic pulls ratings and reviews for Big Picture Retirement® from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.

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What guests have appeared on Big Picture Retirement®?

Recent guests on Big Picture Retirement® include:

1. Lisa Shoalmire
2. Nick Domuchowski
3. Andrew Motiwalla
4. Ed Slott
5. Andy Panko

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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