Episodes

Will Trump Save Social Security
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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The Financial Abusers Playbook: Learn Their Secrets
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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Spring Cleaning - the Financial Edition
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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Medicare Buy-In at 50
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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Social Security Reform with Congressman John Larson
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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The 5 Types of Trusts (and when they are used)
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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Illegal Immigration and Social Security
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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What You Need To Know About Medicare: Part 2
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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Understanding the Parts of Medicare with Danielle Roberts
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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How Much Are You Paying For Your Investments? [ENCORE]
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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Talking Trade Wars with David Stein [ENCORE]
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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Listener Questions: IRAs and Trusts, and Special Social Security Rules
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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Listener Questions: Medicaid Estate Recovery and Social Security Myths
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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#100: What Rights do Grandparent Have?
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, and many of those folks have grandchildren. He shares some harrowing stories and tips you can use …

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#099: Understanding Charitable Remainder Trusts
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 intent. You can find some tax benefits that go along with that charitable intent, but you have to start with the …

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#098: Active vs. Passive with Rick Ferri - Part 2
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 information, visit the show notes at

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#097: Active vs. Passive with Rick Ferri - Part 1
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 started, John and Devin have an entertaining conversation about the recently released 2019 Social Security and Medicare...

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#096: 5 Lessons Learned From Previous Market Declines
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 lessons they've learned from past market declines. Lesson 1: Market declines are normal Lesson 2: No one can …

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#095: Social Security Survivor Benefits
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 eligible to receive his or her own benefit, or the benefit of the deceased, whichever is greatest. In today's …

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#094: BIG Update Coming to VA Benefits
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 with Aid and Attendance Clearly Defined Assets Test Adding A Look-back Period For more information, visit the show notes at

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#093: Retirement Drawdown Strategies Part 3
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 information, visit the show notes at

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#092: Retirement Drawdown Strategies Part 2
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, once you have a plan for which accounts you should access in which order, …

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#091: Retirement Drawdown Strategies Part 1
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 property, or other investments. How do you start converting those assets into an income stream that will …

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#090: 5 Social Security Mistakes With BIG Consequences
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 trusted mentors has often told me, "Big doors swing on little hinges." I've found that to …

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