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 | 309 | Founded | 10 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusinessBusiness NewsNews | |||
Listen to this Podcast
Latest Episodes
Do retirees actually run out of money? After reading hundreds of real retirement stories from people who did, one pattern became clear: it usually wasn't poor investing that caused the problem. In this episode, we discuss the six most common reasons ... more
Can your brokerage firm actually stop you from accessing your own money? In this episode, we walk through a real case involving a $3 million retirement account, explain when firms are allowed to place a temporary hold, and show you what you can do no... more
Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through their individual firms.
📍Contact Devin's team at carrolladvisory.co/podcast1
📍Contact John's team at www.rossan... more
Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through their individual firms.
📍Contact Devin's team at carrolladvisory.co/podcast1
📍Contact John's team at www.rossan... more
Key Facts
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Reviews
- Single Retiree Series?
For a series that was supposed to be about planning for single retirees… y’all certainly spent a lot of time talking about married retirees and the issues they face….
I stopped listening regularly because I felt like this podcast is geared for those who have not done any retirement planning yet. But when I saw you had a 5 part series on planning for single retirement I decided to give it a listen. Wasn’t worth my time as I had already thought of all of the points discussed, but for those who ... more
Apple Podcasts3PrincessKK1969
United States22 days ago - Favorite Financial Podcast
My favorite hobby is listening to financial podcasts. I am definitely a financial geek. I listen to many financial podcasts and your podcast is by far my absolute favorite. It Is extremely informative and fun to listen to. Keep up the good work.
Apple Podcasts5Ttritt55United Statesa month ago - great information and a bit of fun
a listen to a number of financial/retirement podcasts and this is one of the best
enjoy the mix of financial and estate planning together. Also that these guys have a bit of fun while providing really useful info. Keep it up.
Apple Podcasts5Arock264United States2 months ago - Love the legal/finance interaction
I listen to a lot of financial podcasts. This one stands out with a JD Ross giving legal commentary. Especially unique are the in depth discussions of estate planning and trusts. Would love an episode on “how to be an executor!”
Apple Podcasts5Aper27United States4 months ago - Definitely prefer the 2-3 lbs in that 5 lb bag
Your podcast doesn’t feel so much like a physics class that way. Also, thank you for bringing up the “I don’t do taxes or tax planning” thing. That is my headache right now, as all the local CPAs want to do is tax filing or business books cleanup. How long will it take me to get my CPA (said the 68-yr-old working through Roth conversions on DIY)?
Apple Podcasts5Calibr1United States4 months ago
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Chart Rankings
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Apple Podcasts | #184 | United States/Business/Investing |
Apple Podcasts | #186 |  Singapore/Business/Investing |
Talking Points
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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 program blends legal, tax, and financial planning to help people navigate retirement with confidence. Episodes commonly tackle complex topics—estate and gift planning, Roth conversions, trusts, taxes in retirement, and long-term care—explained in practical terms with real‑world examples. The tone is approachable yet credentialed, with hosts who bring JD and CFP perspectives, offering actionable strategies rather than generic advice. A standout aspect is the breadth of topics, from granular tax tactics to estate planning nuances, often illustrated with relatable anecdotes and planning checklists that listeners can reuse when coordinating with professionals.
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?
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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. Stay Wealthy Retirement Podcast
5. Retirement Answer Man
How many episodes of Big Picture Retirement® are there?
Big Picture Retirement® launched 10 years ago and published 309 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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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. 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.