Big Picture Retirement®
Devin Carroll, CFP® & John Ross, JDPlanning 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.
| Publishes | Weekly | Episodes | 278 | Founded | 9 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingNewsBusiness NewsBusiness | |||
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Latest Episodes
John asks if taking larger IRA withdrawals beyond his RMD to fund his daughter’s Roth IRA makes sense as a strategy to reduce future RMDs, lower estate taxes, and pass on tax-free assets.
Although this show does not provide specific tax, legal, or ... more
Many retirees think they have a plan when what they really have is an investment pitch dressed up as planning. This episode uncovers why that illusion is dangerous, the costly mistakes it hides, and how to spot the difference between true planning an... more
Winning the lottery may be rare, but estate tax mistakes aren’t. In this episode, we use the recent $1.8 billion Powerball jackpot to highlight how generational wealth can be eroded by estate taxes and how tools like a BDIT can help protect growth as... more
So far in 2025, early Social Security filings have jumped dramatically compared to last year. Nearly half of those filing early say they’re doing so because they’re worried about cuts. But will filing early really help? In this episode, we talk about... more
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Love the light hearted nature they provide while still giving valuable insights and perspective. Great stuff John and Devin!!
Audible5Kody Miles
United States15 days ago- Great Podcast but…
Love this podcast. Long time listener. Devin and John are knowledgeable and the show is both informative and entertaining. But they appear to live in a world where the little woman is alive and well and still mostly ignorant when it comes to finances. I just take a deep breath and keep listening as I really get a lot out of the show.
Apple Podcasts4Shiggy938United States2 months ago - I never miss an episode
With this podcast, I have fun and I’m entertained while also learning important tips about planning for retirement!
Apple Podcasts5SeawanekaUnited States2 months ago I love this podcast, so glad I found it! I am retired and find each episode very timely. Plus, I live in Texas so I don't mind the Texas drawl at at!
Podcast Addict52 months agoNancy B- Estate planning series
I very much appreciated the estate planning series. It was thorough and the explanations and examples together made things real. I wish you practiced in NJ!
Apple Podcasts5AckluvrUnited States3 months ago
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Apple Podcasts | #196 | United States/Business/Investing |
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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?
Focuses on comprehensive retirement planning, guiding listeners through the interrelated aspects of legal, tax, and financial considerations necessary for effective retirement management. The hosts tackle various topics, including Social Security, tax efficiency, estate planning, and potential mistakes that retirees often make, all aimed at equipping listeners with the knowledge and confidence to navigate their retirement strategies effectively. The engaging style combines personal anecdotes with expert advice, making complex subjects accessible and relatable.
Where can I find podcast stats for Big Picture Retirement®?
Rephonic provides a wide range of podcast stats for Big Picture Retirement®. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to Big Picture Retirement® and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.
How many listeners does Big Picture Retirement® get?
Rephonic provides a full set of podcast information for three million podcasts, including the number of listeners. View further listenership figures for Big Picture Retirement®, including podcast download numbers and subscriber numbers, so you can make better decisions about which podcasts to sponsor or be a guest on. You will need to upgrade your account to access this premium data.
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. Retirement Planning Education, with Andy Panko
3. Sound Retirement Radio
4. The Retirement and IRA Show
5. Retirement Answer Man
How many episodes of Big Picture Retirement® are there?
Big Picture Retirement® launched 9 years ago and published 278 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.
View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.
How do I access podcast episode transcripts for Big Picture Retirement®?
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What guests have appeared on Big Picture Retirement®?
Recent guests on Big Picture Retirement® include:
1. Andrew Motiwalla
2. Ed Slott
3. 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.