Couverture de Big Picture Retirement

Big Picture Retirement

Big Picture Retirement

De : Devin Carroll CFP® & John Ross JD
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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 hosts attorney John Ross and financial planner Devin Carroll as they dig beneath the surface to help you gain the confidence and clarity needed to navigate your retirement journey successfully.© 2025 Economie Finances privées Politique et gouvernement
Épisodes
  • How to Get a Full Step-Up in Basis (Even If You Don't Live in a Community Property State)
    Jun 2 2026

    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 https://carrolladvisory.co/podcast1

    📍Contact John's team at https://www.rossandshoalmire.com/

    If you're thinking, "I love the Big Picture Retirement podcast!" please consider rating and reviewing this show! This helps us support more people -- just like you -- move toward a confident retirement. Just scroll down to the "ratings and reviews" section, tap to rate with five stars, and select "Write a Review." Then be sure to let us know what you loved most about the episode!

    Also, if you haven't done so already, follow the podcast. We add new content every week, and if you're not following, you'll likely miss out. Follow now!

    Don't miss the Big Picture Retirement Planning Cheat Sheet. We've distilled the essential brackets, thresholds, and rules of retirement into an easy-to-digest, three-page summary. https://www.carrolladvisory.com/pl/2148282517

    Want to ask Devin or John your question? Just visit https://www.bigpictureretirement.com/ and click on the "Ask A Question" menu selection.

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    33 min
  • The Social Security Earnings Limit May Be Eliminated
    May 11 2026

    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 https://carrolladvisory.co/podcast1

    📍Contact John's team at https://www.rossandshoalmire.com/

    If you're thinking, "I love the Big Picture Retirement podcast!" please consider rating and reviewing this show! This helps us support more people -- just like you -- move toward a confident retirement. Just scroll down to the "ratings and reviews" section, tap to rate with five stars, and select "Write a Review." Then be sure to let us know what you loved most about the episode!

    Also, if you haven't done so already, follow the podcast. We add new content every week, and if you're not following, you'll likely miss out. Follow now!

    Don't miss the Big Picture Retirement Planning Cheat Sheet. We've distilled the essential brackets, thresholds, and rules of retirement into an easy-to-digest, three-page summary. https://www.carrolladvisory.com/pl/2148282517

    Want to ask Devin or John your question? Just visit https://www.bigpictureretirement.com/ and click on the "Ask A Question" menu selection.

    Afficher plus Afficher moins
    26 min
  • What 75 Year Old Retirees Regret Most
    May 4 2026

    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 https://carrolladvisory.co/podcast1

    📍Contact John's team at https://www.rossandshoalmire.com/

    If you're thinking, "I love the Big Picture Retirement podcast!" please consider rating and reviewing this show! This helps us support more people -- just like you -- move toward a confident retirement. Just scroll down to the "ratings and reviews" section, tap to rate with five stars, and select "Write a Review." Then be sure to let us know what you loved most about the episode!

    Also, if you haven't done so already, follow the podcast. We add new content every week, and if you're not following, you'll likely miss out. Follow now!

    Don't miss the Big Picture Retirement Planning Cheat Sheet. We've distilled the essential brackets, thresholds, and rules of retirement into an easy-to-digest, three-page summary. https://www.carrolladvisory.com/pl/2148282517

    Want to ask Devin or John your question? Just visit https://www.bigpictureretirement.com/ and click on the "Ask A Question" menu selection.

    Afficher plus Afficher moins
    25 min
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