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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
Windfall Elimination Provision

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.

PublishesWeeklyEpisodes282Founded9 years ago
Number of ListenersCategories
InvestingNewsBusinessBusiness News

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Artwork for Big Picture Retirement®

Latest Episodes

Everyone's wondering if this is the worst time to retire. With high valuations, stubborn inflation, and constant uncertainty, it's easy to feel uneasy about your timing. In this episode, we look at what history teaches from past "lost decades," why t... more

David asks for a general idea of what estate planning services typically cost, following up on the six-part podcast series.

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

You've heard it a thousand times: "Wait until 70 to file for Social Security." But if that's such obvious advice, why do most retirees file earlier? In this episode, we uncover the hidden cost of waiting and the trade-offs most experts ignore. You'll... more

Daryl wants a simple explanation of why Health Savings Accounts matter and what makes them such a powerful retirement planning tool.

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

Key Facts

Contact Information
Podcast Host
Number of Listeners
Find out how many people listen to this podcast per episode and each month.

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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

Devin Carroll
Co-host brings expertise as a Certified Financial Planner, providing insight into financial strategies and retirement planning.
John Ross
Co-host who holds a Juris Doctor degree, delivering legal perspectives on retirement planning and estate issues.

Reviews

4.7 out of 5 stars from 545 ratings
  • Love the light hearted nature they provide while still giving valuable insights and perspective. Great stuff John and Devin!!

    Audible
    5
    Kody Miles
    United Statesa month 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 States3 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 Podcasts
    5
    Seawaneka
    United States3 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 Addict
    5
    Nancy B
    3 months ago
  • 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 Podcasts
    5
    Ackluvr
    United States3 months ago

Listeners Say

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

Many find the hosts to be knowledgeable and engaging, valuing their ability to simplify difficult concepts.
Audience feedback often highlights the helpfulness of advice provided, particularly regarding tax efficiency and estate planning.
Listeners appreciate the educational yet entertaining approach to complex retirement topics.

Chart Rankings

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

Apple Podcasts
#98
United States/Business/Investing
Apple Podcasts
#242
United States/Business
Apple Podcasts
#250
Canada/Business/Investing
Apple Podcasts
#233
Mexico/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

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.
Inbox Question | How Filing Early Impacts the Spousal Benefit
Q: Will that $4,000 for retirement age basis grow by the COLA each year?
Yes, it will grow by the cost of living adjustment each year.
Inbox Question | How Filing Early Impacts the Spousal Benefit
Q: Since I took my benefit, is my full retirement age frozen at the full retirement age when I retired, or will the full retirement age basis for her spousal benefit increase over the next three years?
The primary insurance amount for the spousal benefit will grow each year due to COLA adjustments.
Inbox Question | The Good Life Abroad: Would We Go?
Q: Do you plan to take a trip with The Good Life Abroad?
While intrigued by the idea, Devin mentions he is not eligible yet but finds the concept appealing and considers the potential for deeper community engagement.

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?

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®?

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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 282 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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