Big Picture Retirement®️
Latest Episode

Will A Roth Conversion Save You Taxes?

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 h...

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Recent Episodes

Will A Roth Conversion Save You Taxes?
June 15, 2026

Will A Roth Conversion Save You Taxes?

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 h...

Listen to the Episode
The Gift Tax Loophole Congress Wants to Close
June 8, 2026

The Gift Tax Loophole Congress Wants to Close

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 h...

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How to Get a Full Step-Up in Basis (Even If You Don’t Live in a Community Property State)
June 2, 2026

How to Get a Full Step-Up in Basis (Even If You Don’t Live in a Commu…

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 h...

Listen to the Episode
The Social Security Earnings Limit May Be Eliminated
May 11, 2026

The Social Security Earnings Limit May Be Eliminated

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 h...

Listen to the Episode
What 75 Year Old Retirees Regret Most
May 4, 2026

What 75 Year Old Retirees Regret Most

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 h...

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Inbox Question | Leveraged ETFs for Supercharging Retirement Savings
April 23, 2026

Inbox Question | Leveraged ETFs for Supercharging Retirement Savings

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...

Listen to the Episode