
Over deze podcast
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.
311 afleveringen · Investeren
Big Picture Retirement®
Over deze podcast
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.
Recente afleveringen
- A Very Rare Opportunity for Retirees5 okt · 31 min
- 7 Social Security Rules Every Retiree Needs to Know21 sep · 39 min
- Can ChatGPT Write Your Will?7 sep · 48 min
- Do Retirees Actually Run Out of Money?17 aug · 33 min
- They Froze His $3,000,000 Retirement Account11 aug · 35 min
- Will A Roth Conversion Save You Taxes?15 jun · 23 min
- The Gift Tax Loophole Congress Wants to Close8 jun · 26 min
- How to Get a Full Step-Up in Basis (Even If You Don't Live in a Community Property State)2 jun · 33 min
- The Social Security Earnings Limit May Be Eliminated11 mei · 26 min
- What 75 Year Old Retirees Regret Most4 mei · 25 min