Episodes

Feb. 18, 2019

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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Feb. 4, 2019

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 …

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Jan. 21, 2019

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…

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Jan. 7, 2019

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…

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Dec. 31, 2018

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 …

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Dec. 24, 2018

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…

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Dec. 17, 2018

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…

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Dec. 10, 2018

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 …

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Dec. 3, 2018

#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…

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Nov. 19, 2018

#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…

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Nov. 12, 2018

#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…

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Nov. 5, 2018

#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…

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Oct. 29, 2018

#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…

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Oct. 22, 2018

#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…

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Oct. 15, 2018

#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 …

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Oct. 8, 2018

#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…

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Oct. 1, 2018

#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…

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Sept. 24, 2018

#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…

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Sept. 17, 2018

#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…

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Sept. 10, 2018

#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…

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Sept. 3, 2018

#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…

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Aug. 27, 2018

#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…

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Aug. 20, 2018

#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…

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Aug. 13, 2018

#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…

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