Big Picture Retirement®
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The Surprising Way to Save Social Security (Without Raising Taxes or Cutting Benefits)
27 mins; March 13, 2024
The Unplanned Journey: Grandparents Raising Grandchildren in Retirement
41 mins; March 04, 2024
The Risk of Grey Divorce
29 mins; February 27, 2024
How to Determine Your Risk Tolerance
21 mins; February 19, 2024
Unlocking the Ex-pat Dream: Debunking Myths and 2024's Top Destinations
31 mins; February 13, 2024
5 Things Nobody Tells You About Retirement
33 mins; February 05, 2024
3 Reasons You Should Choose A Flat Fee Financial Advisor
40 mins; January 16, 2024
Beyond Billionaires: The Ripple Effect of Taxing Unrealized Gains
21 mins; January 08, 2024
Encore: The Retirement Tax Torpedo
43 mins; January 02, 2024
Encore: Asset Protection for Personal Property
39 mins; December 26, 2023
Encore: 6 Social Security Mistakes That Can Damage Your Retirement
50 mins; December 18, 2023
Encore: Tax Loss (and Gain!) Harvesting with Andy Panko
35 mins; December 11, 2023
Encore: The Fine Print of Beneficiary Designations
40 mins; December 04, 2023
Encore Episode: 3 Reasons for Roth Conversions
30 mins; November 28, 2023
The Vanguard Verdict: How Advisors Boost Returns by 3%
32 mins; November 20, 2023
The Corporate Transparency Act: New Rules for LLCs and Small Businesses
28 mins; November 13, 2023
This Is Why You PAY YOUR ADVISOR!
29 mins; November 07, 2023
The Surprisingly Hardest Part of Retirement
36 mins; October 30, 2023
Social Security In Digital Dollars Only?!?
35 mins; October 16, 2023
Straight From Our Inbox: Listener Voicemails and more
49 mins; October 09, 2023
Is Your Advisor Worth 1%?
27 mins; October 02, 2023
LLC Protection: Myths, Realities, and Navigating Personal Judgments
20 mins; September 25, 2023
On Air - Your Software Is Getting It WRONG
23 mins; September 21, 2023
Will Roth IRAs Become Taxable?
19 mins; September 18, 2023
Has the IRS Ended the Step-Up Basis for Trusts?
32 mins; September 11, 2023
Straight From Our Inbox: Listener Voicemails on Social Security and More
35 mins; September 05, 2023
Most Common Filing Age, Roth Conversions, and More
19 mins; August 14, 2023
Should You Loan Money to Friends and Family?!
52 mins; July 31, 2023
Retirement Reality Check: Should YOU Be Worried?
27 mins; July 17, 2023
Unmasking the IUL Sales Pitch with Andy Panko
44 mins; July 10, 2023
What is a Female? Why Definitions Matter In Estate Planning
25 mins; July 03, 2023
The 5 Surprise Retirement Expenses
30 mins; June 19, 2023
Inheritance Missteps: Navigating Trusts and Children
26 mins; June 12, 2023
Lessons Learned from a Heart Attack
36 mins; June 05, 2023
4 Things Singles Should Know About Filing for Social Security
27 mins; May 31, 2023
Direct Indexing: Revolutionizing Investment Strategies or Just Hype?
26 mins; May 23, 2023
The Optimal Retirement Withdrawal Strategy
21 mins; May 15, 2023
3 Reasons for Roth Conversions
26 mins; May 08, 2023
How Divorce Attorneys Miss the Big Picture
28 mins; May 01, 2023
The 5 Phases of Saving for Retirement
31 mins; April 24, 2023
Reverse Mortgages- Understanding the Pros and Cons
40 mins; April 03, 2023
The Retirement Tax Torpedo
42 mins; March 27, 2023
Are Your Investment Accounts Safe?
44 mins; March 20, 2023
Get The Most From Your Pension
27 mins; March 13, 2023
The IRS Dirty Dozen
47 mins; March 06, 2023
The 4 Challenges Of Retirement
42 mins; February 20, 2023
Can ChatGPT Replace Your Lawyer (or other professional advisor)?
36 mins; February 13, 2023
Listener Voicemails - Answering More Social Security Questions
26 mins; February 06, 2023
Finding the Right Tax Advisor
31 mins; January 30, 2023
Listener Voicemails - Answering (mostly) Social Security Questions
27 mins; January 16, 2023
Secure Act 2.0
33 mins; January 11, 2023
Social Security at 62: Why Filing Ages are Changing
21 mins; January 03, 2023
Legal vs. Insurable Title (How to avoid screwing up your real estate)
33 mins; December 27, 2022
Managing Tax Loss (AND GAIN) Harvesting with Andy Panko
33 mins; December 19, 2022
Listener Q&A: Inherited HSA, TOD Real Estate, Social Security spousal benefits, and LLC questions
36 mins; December 12, 2022
What Is a 1031 Exchange?
24 mins; December 05, 2022
Does Social Security Have An Inflation Donut Hole?
8 mins; November 28, 2022
Crash Course on Annuities
30 mins; November 14, 2022
Encore: The 5 Types of Trusts (and when they are used)
47 mins; November 07, 2022
How A Bear Market Can Maximize Your Retirement
30 mins; October 31, 2022
Big Changes To Social Security In 2023
25 mins; October 24, 2022
Nothing (Legally) Last Forever
17 mins; October 17, 2022
Why 2023 Medicare Premiums Are Going Down
13 mins; October 10, 2022
A Better Approach to Retirement Income Distributions
24 mins; October 03, 2022
Living In Sin: When Remarriage Causes Financial Harm
28 mins; September 26, 2022
Should You Use A Break Even Calculator for Social Security?
25 mins; September 19, 2022
Deadline Looming To Avoid The Estate Tax
38 mins; September 12, 2022
Should You Own An Airbnb for Retirement Income?
63 hours 46 mins; September 06, 2022
6 Social Security Mistakes That Can Damage Your Retirement
48 mins; August 29, 2022
Checkbook Control LLC: How To Own Alternatives In Your IRA
26 mins; August 22, 2022
The Fine Print of Beneficiary Designations
36 mins; August 12, 2022
Think Twice About These Rules of Thumb
25 mins; August 08, 2022
Asset Protection for Personal Property
37 mins; August 01, 2022
And...we're back!
6 mins; July 29, 2022
The Bear Market's Silver Lining
11 mins; March 23, 2020
Coronavirus and Your Retirement
24 mins; March 01, 2020
The Secure Act: Part II
52 mins; December 20, 2019
The Future of Big Picture Retirement
7 mins; November 13, 2019
Protecting Rental Property
35 mins; September 09, 2019
New Laws for Inheriting Property Jointly
29 mins; August 26, 2019
Estate Planning for Pets
29 mins; July 08, 2019
9 Steps If You Expect Your Will To Be Contested
36 mins; June 23, 2019
5 Things To Know About The Secure Act of 2019
49 mins; June 03, 2019
Will Trump Save Social Security
30 mins; May 20, 2019
The Financial Abusers Playbook: Learn Their Secrets
40 mins; May 06, 2019
Spring Cleaning - the Financial Edition
36 mins; April 01, 2019
Medicare Buy-In at 50
29 mins; March 18, 2019
Social Security Reform with Congressman John Larson
41 mins; March 04, 2019
The 5 Types of Trusts (and when they are used)
47 mins; February 18, 2019
Illegal Immigration and Social Security
29 mins; February 04, 2019
What You Need To Know About Medicare: Part 2
35 mins; January 21, 2019
Understanding the Parts of Medicare with Danielle Roberts
39 mins; January 07, 2019
How Much Are You Paying For Your Investments? [ENCORE]
20 mins; December 31, 2018
Talking Trade Wars with David Stein
28 mins; December 24, 2018
Listener Questions: IRAs and Trusts, and Special Social Security Rules
21 mins; December 17, 2018
Listener Questions: Medicaid Estate Recovery and Social Security Myths
29 mins; December 10, 2018
What Rights do Grandparent Have?
30 mins; December 03, 2018
Understanding Charitable Remainder Trusts
26 mins; November 19, 2018
Active vs. Passive with Rick Ferri - Part 2
36 mins; November 12, 2018
Active vs. Passive with Rick Ferri - Part 1
36 mins; November 05, 2018