Episodes
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…
Illegal Immigration and Social Security
Are illegal immigrants going to cause the collapse of the Social Security system? The Social Security trustees reports that more …
What You Need To Know About Medicare: Part 2
Danielle Roberts of BoomerBenefits.com is back again this week, talking with Devin about more Medicare issues. Danielle is an exp…
Understanding the Parts of Medicare with Danielle Roberts
Danielle Roberts explains the different parts of Medicare to us in a way that is easy to understand and follow. This is Part 1 of…
How Much Are You Paying For Your Investments? [ENCORE]
How do you figure out how much money you're spending on your investments? In this encore presentation, Devin and John talk about …
Talking Trade Wars with David Stein [ENCORE]
David Stein, host of the Money For The Rest of Us podcast, will explain the importance of trade, and how the trade, and trade war…
Listener Questions: IRAs and Trusts, and Special Social Security Rules
Devin and John continue working their way through some of the listener questions that have been coming in. John has a question ab…
Listener Questions: Medicaid Estate Recovery and Social Security Myths
John received a question from a listener with a blended family. The wife needs long-term care, and the assets to support such an …
#100: What Rights do Grandparent Have?
What kind of rights do grandparents have? John Ross from the Big Picture Retirement Show deals with a lot of people in retirement…
#099: Understanding Charitable Remainder Trusts
CRUTS are Charitable Remainder Trusts. Any time you are dealing with charitable planning, you must first have the charitable inte…
#098: Active vs. Passive with Rick Ferri - Part 2
Part 2 of the conversation about active versus passive investing with guest Rick Ferri, author of Smart Money. For more informati…
#097: Active vs. Passive with Rick Ferri - Part 1
This week, Devin welcomes Rick Ferri to the show to talk about active versus passive investing. But before the interview gets sta…
#096: 5 Lessons Learned From Previous Market Declines
In light of the recent market activity, Devin and John thought it would be useful to re-broadcast their original episode on the l…
#095: Social Security Survivor Benefits
On the surface, Social Security survivor benefits seem pretty simple: at the death of the first spouse, the surviving spouse is e…
#094: BIG Update Coming to VA Benefits
Important benefits offered by the Department of Veterans Affairs (VA) are changing. Devin and John talk about: Improved Pension …
#093: Retirement Drawdown Strategies Part 3
Part 3 in the Big Picture Retirement series on Drawdown Strategies: Brandon Renfro talks about "setting a floor." For more inform…
#092: Retirement Drawdown Strategies Part 2
Part 2 in our series. In this episode we answer the question "How are you going to take your money out so that it lasts?" Then, o…
#091: Retirement Drawdown Strategies Part 1
When you stop working, you've put aside some money into different types of accounts, and maybe you have a pension, or some rental…
#090: 5 Social Security Mistakes With BIG Consequences
There are a few areas within Social Security that you could mess up without even meaning to do things wrong. One of my most trust…
#089: You Can Buy WHAT In Your IRA?! Non-Traditional IRA Investments …
Did you know you could buy a horse as an investment in your IRA? What about real estate and other assets? Kirk Chisholm, of Innov…
#088: Cryptocurrency Basics with Joe Saul-Sehy
What’s the big deal about cryptocurrencies? And is it too late to get in now? Joe Saul-Sehy from Stacking Benjamins joins us to t…
#087: Buying your First Rental Properties
Continuing on from last episode's discussion about buying rental property for retirement income, Devin and John talk about the me…
#086: Should You Have Rental Property for Retirement Income?
Have you thought about using rental properties for retirement income? Is rental real estate a good choice for retirement income f…
#085: 3 Estate Planning Tips to Avoid Probate
People are always talking about probate, and the many ways to avoid probate. Probate is the legal process of figuring out who get…