Episodes

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 those assets. Although this show does not provide tax, legal, or financial advice, you can engage Devin or John …

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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 it would take this long. With that said, we're so excited to be back and can't …

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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 episode Devin and John talk about why the current mixture of environments presents a perfect opportunity.

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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 covering the ripple effect and talking about what you need to do.

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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 basics of this new law and then cover some of the the advanced planning opportunities that will now be available.

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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 business () and Devin’s YouTube channel () have created as shortage of time to record new episodes. …

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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 personal life from your business issues. This week, Devin and John talk about the ways to protect your …

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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 to sell it. However, not all inheritances go as smoothly. Knowing about the Uniform Partition of Heirs Property Act should...

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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 to want to provide for their pets in their wills, whether designating the person who will care for the …

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June 24, 2019

9 Steps If You Expect Your Will To Be Contested

Is it possible that your heirs might disagree with your will? There are many things you can do to reduce or even eliminate fights after you are gone. In this week's episode, elder lawyer John Ross talks about the dos …

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June 3, 2019

5 Things To Know About The Secure Act of 2019

This week's episode includes some reader questions, and a review of the The Setting Every Community Up for Retirement Enhancement Act of 2019 (the SECURE Act). The SECURE Act has passed the House of Representatives, and a similar bill is …

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May 20, 2019

Will Trump Save Social Security

Current reports show there will only be enough money coming into Social Security to pay about 75% of Social Security Benefits. Even if we have record-setting economic numbers, we're very close to being too little, too late. Can a President …

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May 6, 2019

The Financial Abusers Playbook: Learn Their Secrets

90% of contested probate cases were between the surviving wife and the children of the deceased man. We received an email from a listener whose widowed father met a new woman and let her into his life. However, the kids …

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April 1, 2019

Spring Cleaning - the Financial Edition

Spring is here, and it's a great time to do some financial spring cleaning. Devin and John go over a few things you want to do: A fee audit Double-check your beneficiary designations. ...and more For more information, visit the …

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March 18, 2019

Medicare Buy-In at 50

"Medicare for All" has been in the news a lot lately. Senator Bernie Sanders thinks insurance companies should be abolished and everyone should get Medicare. So this week, Devin and John talk about the pros and cons of different ideas …

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March 4, 2019

Social Security Reform with Congressman John Larson

An exclusive interview with Congressman John Larson about the proposed changes to Social Security in the SS2100 Act. For more information, visit the show notes at

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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 three categories of people: The people who create it, called the grantors, or the settlers, or the …

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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 immigration is a benefit to the system. Devin and John of Big Picture Retirement look at both sides and get …

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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 expert on Medicare supplements and Medicare Advantage plans, and runs the Boomer Benefits company to help seniors with their...

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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 a 2-part series with Danielle Roberts of BoomerBenefits.com. For more information, visit the show notes …

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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 the types of fees you might be paying, and how you can figure out what they are. For …

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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 wars, might impact you and your retirement. For more information, visit the show notes at

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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 about making a trust the beneficiary of an IRA, and then Devin has a question about Social Security …

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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 expense! He talks about “Medicaid estate recovery” and other recommendations for power of attorney, etc. Then Devin...

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