Big Picture Retirement
Devin Carroll and John RossIf 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.
| Publishes | Weekly | Episodes | 201 | Founded | 7 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessNewsBusiness NewsInvesting | |||
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Latest Episodes
In today's episode, we discuss the landmark $418 million settlement involving the National Association of Realtors (NAR) and its potential implications for the real estate industry. As retirees and others look to buy or sell homes, they're facing a b... more
Flat-fee financial advisors aren’t for everyone. In fact, there are three types of investors who should steer clear of flat-fee financial advisors. In today’s episode, we’ll talk about who should avoid hiring a flat fee advisor and either do it on th... more
Could the solution to saving Social Security be so glaringly obvious that it has been overlooked, or perhaps even ignored, due to political power dynamics? The concern about the insolvency of the Social Security trust fund looms large as the program ... more
Description: In todays episode, we talk about the unexpected turns retirement can take, particularly when individuals find themselves in the role of raising a grandchild. This shift in family dynamics can significantly alter one’s retirement experien... more
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Reviews
- Sell discipline
You forgot to talk about the sell discipline approach to investing. Revere asset management. The best approach is only give advisor 100, 000 and dont share total savings. None of their business. Paying 1000 is better than paying 10,000.
Apple Podcasts4Du63ke
United Statesa month ago - But they still need to pay taxes
You need a better solution. Equity is the issue. The government forces IRA investors to take distributions. This could be implemented for the borrow crowd.
Apple Podcasts5Interested bystanderUnited Statesa month ago - Always informative.
Devin is very knowledgeable about the ins and outs of Social Security. As a result of listening to these podcasts, my wife and I have recently decided to engage in Devin‘s professional services. Together with John, they make for a very listenable and informative podcast experience. I highly recommend this!!
Apple Podcasts5ReftedUnited States2 months ago - How handle retirement
Loved the information about not panicking with market ups and downs. Needed to hear this advice. I’m 64, so getting close to retiring and am having the thoughts being discussed. Thanks for the great info❤️
Apple Podcasts5deborahtnUnited States3 months ago John, I recently discovered the Podcast, right? And by the description it seems like you guys covered some useful topics, right? But then unfortunately I discovered you have the dreaded "right" vocal crutch, right? does every statement have to end with the word "right"? please please listen back to your podcast and do what you can to break yourself of this terrible habit. Maybe then I can start listening again, right?
Podcast Addict13 months agoBobo
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Chart Rankings
Apple Podcasts | #220 | United States/Business/Investing |
Audience
Listeners, engagement and demographics and more for this podcast.
| Listeners per Episode | Gender Skew | Engagement Score | |||
|---|---|---|---|---|---|
| Primary Location | Social Media Reach | ||||
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