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Artwork for Big Picture Retirement®

Big Picture Retirement®

Devin Carroll, CFP® & John Ross, JD
Retirement Planning
Social Security
Estate Planning
Financial Planning
Long-Term Care
Retirement
Medicaid
Roth Conversions
Tax Planning
Trusts
Financial Advisors
Investment Strategies
IRA
Corporate Transparency Act
Social Security Benefits
Inflation
S&P 500
Real Estate
Flat Fee Financial Advisors
Non-Probate Transfers

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.

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Artwork for Big Picture Retirement®

Latest Episodes

Kevin asks about using leveraged ETFs (2x and 3x return) for his retirement savings. LEverage

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

📍Contact De... more

Ann asks about making qualified charitable distributions from her 457 plan.

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 htt... more

Unless you're listening to this while flying in your own Gulfstream, federal estate taxes probably aren't something you need to worry about. In 2026, they only apply to estates over $15 million, or $30 million for married couples, so they impact a ve... more

A listener asks about a spendthrift trust for his adult "airhead" granddaughter.

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 a... 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

Lisa Shoalmire
An attorney with experience in estate planning and elder law, known for her insights on issues faced by single retirees.
Episode: Planning for Single Retirees — Part 4: Long-Term Care, Incapacity, and Estate Planning
Nick Domuchowski
CFP at Carroll Advisory Group
Carroll Advisory Group
Episode: Planning for Single Retirees — Part 3: Tax Planning and Roth Conversions
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

Reviews

4.7 out of 5 stars from 575 ratings
  • Great Content and Personalities

    Yes, I’m an engineer. And an Aggie. The jokes write themselves.

    The podcast is great and I love the content. Especially from people that understand that engineers are a tiny bit analytical and want to run numbers themselves. Thanks for the entertaining information every week.

    Apple Podcasts
    5
    Hootenberry
    United States16 days ago
  • Informative and Funny

    These guys are great! So many retirement podcasts are too lofty and like to talk big about themselves. These guys are down to earth and give great insight to retirement and other topics.

    Highly recommend them!

    Keep up the great work guys!!!!

    Apple Podcasts
    5
    Frugal George
    United States20 days ago
  • Great content

    * If you’re looking for a podcast that delivers insightful, practical financial advice with a refreshing and engaging vibe, The Big Picture Retirement is a must-listen. Devin and John have an excellent ability to break down complex financial topics into easy-to-understand discussions that are not only informative but also entertaining. They cover everything from retirement planning and investing strategies to the latest financial trends, offering advice that’s thoughtful and relevant.

    What I re... more

    Apple Podcasts
    5
    Sprout \|/
    United Statesa month ago
  • 5 Pound Bag

    If you’re looking for another retirement pod that stuffs 2 pounds of information into a 5 pound bag, this is it. 🤦🏻‍♂️

    Apple Podcasts
    1
    Deano130130
    United Statesa month ago
  • My favorite podcast!

    Always excited when I see a new podcast! Thank you for taking complex subjects and breaking them down to easier to understand concepts all while keeping it light and fun.**

    Apple Podcasts
    5
    Ddtrembley
    United Statesa month ago

Listeners Say

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

Thoughtful, practical retirement guidance that makes complex topics feel approachable.
Educated, entertaining, and informative—great balance of humor and depth.
Strong mix of tax, estate, and planning insights; useful for pre-retirees and retirees alike.
Audience reviews highlight clear explanations, actionable tips, and engaging hosts.

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 | QCD from a Workplace Retirement Plan
Q: Can a 457 plan be used to do a Qualified Charitable Distribution (QCD)?
No, the hosts explain that QCDs are generally limited to IRAs, and a 457 plan would need to establish a separate IRA-type account within the plan to potentially qualify, which is not typical.
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.

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?

This show focuses on retirement planning at the intersection of legal, tax, and financial considerations. Across episodes, the hosts dissect practical topics like Social Security strategies, Roth conversions, estate planning, tax planning for singles, and ways to simplify and protect retirement income. They balance technical guidance with relatable anecdotes and clear, actionable takeaways, often stressing proactive planning, professional guidance, and the importance of understanding how policy changes affect retirement security. A standout trait is the combination of accessible explanations with deep dives on tax and legal implications, making complex ideas feel doable for both pre-retirees and those already in retirement.

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. 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 302 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. 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.

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