Episodes

Nov. 14, 2022

Crash Course on Annuities

Do annuities deserve the bad publicity they receive? Today we'll do a crash course on the different types of annuities and talk a…

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Nov. 7, 2022

Encore: The 5 Types of Trusts (and when they are used)

A trust is a legal entity, just like a corporation or an individual person. All trusts will have an exchange of property and thre…

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Oct. 31, 2022

How A Bear Market Can Maximize Your Retirement

For those who are retired, or getting close to being retired, a bear market is an anxious time. In today's episode, we talk about…

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Oct. 24, 2022

Big Changes To Social Security In 2023

In today's episode, we talk about a few of the Social Security changes for 2023 that will have a significant impact to retirees.T…

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Oct. 17, 2022

Nothing (Legally) Last Forever

Often described as one of the most complicated legal rules, the "rule against perpetuities" can prevent you from leaving assets t…

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Oct. 10, 2022

Why 2023 Medicare Premiums Are Going Down

In 2023 the premium for Part B Medicare will be going DOWN. In today's episode we talk about how just one drug screwed up the for…

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Oct. 3, 2022

A Better Approach to Retirement Income Distributions

In today's show we are joined by Benjamin Brandt for a discussion about the 4% rule (and how it goes against human nature), using…

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Sept. 26, 2022

Living In Sin: When Remarriage Causes Financial Harm

Thinking about getting married again? Before you do, it's important to understand the financial implications (that aren't always …

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Sept. 19, 2022

Should You Use A Break Even Calculator for Social Security?

Can a Social Security break even calculator help you decide the best age to file? Yes!  Just know…the results of this calculation…

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Sept. 12, 2022

Deadline Looming To Avoid The Estate Tax

The tax code is set to have big changes in 2026. If you want to avoid estate taxes when these rules change, there may be steps yo…

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Sept. 6, 2022

Should You Own An Airbnb for Retirement Income?

Airbnb has revolutionized the lodging industry. Today the value of Airbnb is only slightly less than Marriot, Hilton, and Interco…

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Aug. 29, 2022

6 Social Security Mistakes That Can Damage Your Retirement

Some mistakes are easily recoverable. But others can cause long-lasting and near permanent damage. In today's episode John and De…

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Aug. 22, 2022

Checkbook Control LLC: How To Own Alternatives In Your IRA

The "checkbook control LLC" can be a great tool for investors looking to diversify beyond the traditional investments normally of…

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Aug. 12, 2022

The Fine Print of Beneficiary Designations

Beneficiary designations seem straightforward at first glance. Fill out a form naming the people you wish to inherit your account…

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Aug. 8, 2022

Think Twice About These Rules of Thumb

There are a few rules of thumb that should never be ignored, but you should always question if they are right for you and your un…

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Aug. 1, 2022

Asset Protection for Personal Property

If you've accumulated non-business assets like a second home or large brokerage account, there are steps you can take to protect …

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July 29, 2022

And...we're back!

Our "farewell" episode was published in late 2019. We knew then that at some point we'd start recording again, but we had NO IDEA…

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March 23, 2020

The Bear Market's Silver Lining

Bear markets bring about a lot of uncertainty. But with the right focus, this can be a time of massive opportunity. In today's ep…

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March 1, 2020

Coronavirus and Your Retirement

How does the Coronavirus affect your Social Security benefit and overall retirement income? In today's show Devin and John are co…

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Dec. 20, 2019

The Secure Act: Part II

How will the the Secure Act impact your retirement plan? In this special episode Devin and John discuss the widely-reported basic…

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Nov. 13, 2019

The Future of Big Picture Retirement

It’s been a wonderful ride and we want to thank everyone for listening to the Big Picture Retirement Show. The success of John’s …

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Sept. 9, 2019

Protecting Rental Property

When it comes to rental property, you have to protect yourself in two ways: Your business from your personal issues, and your per…

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Aug. 26, 2019

New Laws for Inheriting Property Jointly

Not long ago, Devin and his brothers inherited some property. Thankfully, this deal went pretty smoothly because they all wanted …

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July 8, 2019

Estate Planning for Pets

When you're talking about estate planning, and the care of pets, some interesting things can happen. It's not uncommon for people…

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