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Big Picture Retirement®

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.

How Your AI Data Could Be Used Against You

28 mins; March 23, 2026

Should a Blood Test Shape Your Retirement Plan?

31 mins; March 16, 2026

Why Recency Bias Is Dangerous for Today's Retirees

36 mins; March 09, 2026

Five Retirement Loose Ends You Can't Ignore

29 mins; February 16, 2026

Planning for Single Retirees — Part 4: Long-Term Care, Incapacity, and Estate Planning

70 hours 4 mins; February 09, 2026

Planning for Single Retirees — Part 3: Tax Planning and Roth Conversions

32 mins; February 02, 2026

Planning for Single Retirees — Part 2: Social Security Claiming Decisions

33 mins; January 26, 2026

Planning for Single Retirees — Part 1: Why Retirement Is Different When You're Solo

31 mins; January 19, 2026

7 Keys to a More Financially Stable Retirement

36 mins; January 05, 2026

How to Buy or Sell a Business the Right Way

47 mins; December 15, 2025

Inbox Question | Should Advisors Provide Client References

12 mins; December 11, 2025

The Federal Income Tax: Coming to an End?

31 mins; December 08, 2025

Inbox Question | Managing Allocation Across Many Accounts

9 mins; December 04, 2025

Key Changes for 2026

36 mins; December 01, 2025

5 Things Your Attorney Doesn't Want to Hear

34 mins; November 24, 2025

Inbox Question | Roth Conversion Strategy for High Earners

8 mins; November 13, 2025

Is This the Worst Time to Retire? 3 Ways to Prepare (Just in Case)

31 mins; November 10, 2025

Inbox Question | Typical Costs of Estate Planning

9 mins; November 06, 2025

The Hidden Cost of Delaying Social Security

33 mins; November 03, 2025

Inbox Question | What's the Big Deal with HSAs

8 mins; October 30, 2025

Inbox Question | Using IRA Withdrawals to Fund Daughter's Roth

7 mins; October 16, 2025

The Great Retirement Plan Illusion

26 mins; October 06, 2025

The Hidden Estate Tax Lesson in the $1.8 Billion Powerball

23 mins; September 29, 2025

Why So Many Americans Are Claiming Social Security Early in 2025

24 mins; September 22, 2025

Three Priorities That Should Shape Your Social Security Decision

25 mins; September 01, 2025

What Millionaire Retirees Fear Most (But Rarely Talk About)

41 mins; August 25, 2025

Private Equity Meets Your 401(k)

24 mins; August 18, 2025

5 Mistake Most Millionaire Retirees Make

31 mins; July 21, 2025

Overview of the One, Big, Beautiful Bill

32 mins; July 14, 2025

Inbox Question | How Filing Early Impacts the Spousal Benefit

3 mins; July 03, 2025

Why Taxes In Retirement Get More Complicated

34 mins; June 24, 2025

Inbox Question | The Good Life Abroad: Would We Go?

7 mins; June 19, 2025

Inbox Question | How Much Umbrella Insurance Do You Need?

12 mins; June 05, 2025

Inbox Question | How the Small Estate Affidavit Process Works

13 mins; May 29, 2025

Listener Q&A: Trusts, IRMAA, Inheritance Taxes, Capital Gains, and More

41 mins; May 26, 2025

The 3 Parts to a Perfect Estate Plan – Part 3: Protecting the Beneficiaries' Inheritance (Estate Planning Series Finale)

47 mins; May 19, 2025

Inbox Question | Home Equity for Long Term Care

13 mins; May 15, 2025

The 3 Parts to a Perfect Estate Plan – Part 2c: Common Mistakes & Oversights

28 mins; May 12, 2025

Inbox Question | Medicaid for Parents

12 mins; May 08, 2025

The 3 Parts to a Perfect Estate Plan – Part 2b: Tax Considerations

38 mins; May 05, 2025

Inbox Question | Company Stock in 401K

8 mins; May 01, 2025

The 3 Parts to a Perfect Estate Plan: Part 2a: Non-Probate Transfers

26 mins; April 28, 2025

Inbox Question | Running a Business & Collecting Benefits: What Counts Toward the Earnings Limit?

6 mins; April 24, 2025

The 3 Parts to a Perfect Estate Plan – Part 1b: Planning for Incapacity

46 mins; April 21, 2025

The 3 Parts to a Perfect Estate Plan – Part 1a: Planning for Incapacity

31 mins; April 14, 2025

Inbox Question | A Better Approach to the S&P 500?

7 mins; March 20, 2025

Inbox Question | Cutting Work Hours at 60: Will It Reduce Social Security?

4 mins; March 13, 2025

How to Travel Like a Local in Retirement (Not Just a Tourist)

35 mins; March 10, 2025

Inbox Question | Tax Treatment of Special Needs Trusts: What You Need to Know

9 mins; March 06, 2025

REPLAY | The Surprisingly Hardest Part of Retirement

36 mins; March 03, 2025

Inbox Questions | IRA Income & Medicaid Eligibility: Will Too Much Disqualify You?

10 mins; February 27, 2025

REPLAY | 5 Things Nobody Tells You About Retirement

33 mins; February 24, 2025

Inbox Questions | Should We Consider Roth Conversions with a High Income?

8 mins; February 20, 2025

What Happens to Your Crypto When You Die? Estate Planning for Digital Assets

22 mins; February 17, 2025

Inbox Questions | Cryonics and Trusts: Planning for a Future You?

23 mins; February 13, 2025

The 4 Mindsets That Shape Your Retirement Success

43 mins; February 10, 2025

Inbox Questions | Why Use Your IRA First for Long-Term Care Expenses?

21 mins; February 06, 2025

Tariffs: Balancing the Pros and Cons

31 mins; February 03, 2025

Inbox Questions | Should Early Social Security Factor Into Retirement Calculations?

8 mins; January 30, 2025

Supreme Court Ruling: The Hidden Risks in Life-Insurance Buy-Sell Agreements

27 mins; January 27, 2025

Inbox Questions | Will GPO Repeal Affect My Benefits?

18 mins; January 24, 2025

The Unexpected Early Retirement

24 mins; January 20, 2025

Inbox Questions | Reducing Taxes and Managing RMDs

13 mins; January 16, 2025

A Smarter Way to Manage Retirement Income

32 mins; January 13, 2025

Inbox Questions | Prescription Prices: A Rant and a Response

16 mins; January 09, 2025

Smart Financial Planning: Balancing Data with Peace of Mind

25 mins; January 06, 2025

Inbox Questions | When Should You Stop Using TurboTax?

12 mins; January 02, 2025

Inbox Questions | When Should You Use An LLC?

9 mins; December 20, 2024

5 Reasons 2025 Could Be a Turbulent Year for Stocks

32 mins; December 16, 2024

Inbox Questions | Capital Gains on the Sale of Home

7 mins; December 12, 2024

What Trump's Tax Policies Mean for Your Retirement

32 mins; December 09, 2024

BOI Reporting Delayed: The Future of the Corporate Transparency Act

21 mins; December 05, 2024

What Your Will WON'T Do

45 mins; November 04, 2024

5 Ways to Make Your Retirement Recession-Ready

30 mins; October 29, 2024

Is Downsizing Right for Your Retirement?

42 mins; October 21, 2024

How Long Will I Live? Planning for Longevity in Retirement

21 mins; October 14, 2024

3 Ways to Pay for Long-Term Care

35 mins; October 07, 2024

Monte Carlo Simulations: Is Your "Probability of Success" Trustworthy?

38 mins; September 30, 2024

The Stock Market Gamble Most Investors Lose

38 mins; September 23, 2024

How Kamala Harris's Housing Plan Could Drastically Change Wealth Transfer

29 mins; September 16, 2024

Ed Slott Explains How to Outmaneuver the Tax Trap in Retirement

35 mins; September 09, 2024

Listener Voicemails: Super-funding 529s, Sophisticated Trusts, and Boosting Social Security Benefits

46 mins; September 03, 2024

Listener Q&A: Demystifying Brokerage Statements, Retirement Readiness, and Investment Strategies

33 mins; August 26, 2024

Listener Voicemails: Social Security, Trusts, and IRA Math Mysteries

35 mins; August 19, 2024

Listener Q&A: Navigating RMDs, Investment Strategies, and Retirement Income Planning

38 mins; August 12, 2024

Listener Q&A: Tax Strategies, Inheritances, Annuities, and More

28 mins; August 05, 2024

Listener Q&A: Navigating Taxes, Trusts, and More

42 mins; July 29, 2024

Navigating Social Security: Listener Questions Answered

35 mins; July 22, 2024

Listener Questions Answered: Reverse Mortgages, Healthcare Before Medicare, and More!

44 mins; July 15, 2024

Answering Listener Questions on Social Security

40 mins; July 08, 2024

The Power of Donor Advised Funds

30 mins; June 10, 2024

Unpacking the New IRS Estate Planning Memo

39 mins; June 03, 2024

Too Much of a Good Thing?

22 mins; May 28, 2024

When Roth IRA Conversions Go Too Far

31 mins; May 20, 2024

Estate Planning Lessons from the Rockefellers and Vanderbilts

26 mins; May 13, 2024

The Five Phases of Retirement

29 mins; May 06, 2024

The Secret Power of Investment Location

32 mins; April 29, 2024

The Home Buying Earthquake That Changes Everything

31 mins; April 01, 2024

3 Types of Investors Who Should Avoid A Flat Fee Financial Advisor

23 mins; March 25, 2024

The Surprising Way to Save Social Security (Without Raising Taxes or Cutting Benefits)

27 mins; March 13, 2024

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Big Picture Retirement®

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