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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.

PublishesWeeklyEpisodes290Founded9 years ago
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Artwork for Big Picture Retirement®

Latest Episodes

For many people, retirement feels less like a reward and more like a financial cliff. In this episode, we break down seven key factors that lead to a more financially stable retirement. You'll learn how small, practical decisions can add up to lastin... more

Selling a business isn't just about finding a buyer and shaking hands on the terms — it's about choosing the right structure. In this episode, we break down stock sales, asset sales, common tax traps, and the key details buyers and sellers often over... more

Frank is interviewing financial advisors and asks whether it is reasonable to expect them to share client names as references.

Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through their ... more

In this episode, we break down the headlines about eliminating the federal income tax, $2,000 tariff-funded checks, and "no taxes below $150,000." We look at the math, the Supreme Court challenges, and what these proposals would actually mean for ret... more

Key Facts

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Number of Listeners
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Recent Guests

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

Hosts

John Ross
Co-host of a retirement planning show with a background in legal expertise, providing insights on estate planning and tax implications.
Devin Carroll
Co-host with a focus on financial planning and retirement strategies, aligning tax management and investment advice for listeners.

Reviews

4.7 out of 5 stars from 554 ratings
  • BPR is a fav!

    I love listening to Devin and John! Great info in language I can understand and process as I’m driving. The variety of topics covered is always enjoyable and timely!

    Apple Podcasts
    5
    Xrayamy2000
    United States2 months ago
  • Love the podcast

    Great podcast, appreciate the good advice and topics. I wish you put out more content!

    Apple Podcasts
    5
    Cajun Retirement
    United States2 months ago
  • Truly Meaningful Information

    Just recently started listening to this podcast, going through different shows that are of interest to me. So far, these two provide some great information that is concise and relevant. They also have some fun in their delivery. I intend to move this series to the top of my weekly review list.

    Apple Podcasts
    5
    a2h7mtckikgrrnio
    United States3 months ago
  • Love the light hearted nature they provide while still giving valuable insights and perspective. Great stuff John and Devin!!

    Audible
    5
    Kody Miles
    United States3 months 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 Podcasts
    4
    Shiggy938
    United States5 months ago

Listeners Say

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

Listeners appreciate the entertaining and informative delivery, often highlighting the approachable nature of financial and legal topics. Many commend the hosts on their ability to simplify complex issues, making them relatable and actionable. Overall, the dynamics between the hosts create a welcoming atmosphere that encourages engagement with the material, leading to high levels of listener satisfaction and loyalty. Some critiques mention the gender dynamics in discussions, suggesting a need for more inclusive perspectives in financial planning conversations.

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

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About Big Picture Retirement®

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

Focused on providing actionable insights for planning and managing retirement, content often covers crucial intersections of legal, tax, and financial considerations. Listeners can expect episodes with practical advice, strategies, and candid discussions on various topics related to retirement preparedness including estate planning, Social Security, and investment strategies for different income levels. The dynamic between the experienced hosts is engaging, featuring light-hearted banter that makes complex subjects accessible and entertaining, appealing to those looking for not just information but also a sense of community in their retirement planning journey.

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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. Sound Retirement Radio
3. Retirement Planning Education, with Andy Panko
4. The Retirement and IRA Show
5. Stay Wealthy Retirement Podcast

How many episodes of Big Picture Retirement® are there?

Big Picture Retirement® launched 9 years ago and published 290 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®?

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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.

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