Episodes

March 27, 2017

#013: WIlls 101 - Part 1

According to a survey, 71% of Americans do not have a current Will - and half of Americans age 65 or older don't have a Will that…

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March 20, 2017

#012: Listener Questions - Power of Attorney for Social Security and …

Devin and John answer a question from Mitch about why the Social Security Office would not recognize his Power of Attorney statem…

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March 13, 2017

#011: How to Balance Living Well Today While Planning for Tomorrow, w…

Roger Whitney, the Retirement Answerman, shares his approach to spending money on fun today while still being able to plan and sa…

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March 6, 2017

#010: Get Organized - How to Improve Your Chances for a Successful Re…

7 doable steps for making it easier to be organized with your retirement finances. One of the biggest hurdles to a successful re…

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Feb. 27, 2017

#009: Hiring a Legal Advisor

What should you look for when hiring a legal advisor? In this episode we discuss the first question you need to ask a potential l…

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Feb. 20, 2017

#008: Listener Questions about Social Security Earnings Limitations a…

Does an 18-year old need a Power of Attorney? You bet! We also discuss limitations for drawing Social Security benefits while wo…

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Feb. 13, 2017

#007: Is Your Advisor a Fiduciary or Salesperson, with Michael Kitces

Michael Kitces joins us to discuss the difference between Fiduciary and Suitability Standards and what is happening to the Depart…

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Feb. 6, 2017

#006: Hiring a Financial Advisor

The second type of advisor every retiree needs in their corner is a Financial Advisor. Not everyone needs a financial advisor. Bu…

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Jan. 30, 2017

#005: Hiring a Tax Advisor

Nobody can obtain the full range of knowledge a person needs to be fully prepared for retirement. Retirees, and those building a …

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Jan. 26, 2017

Andrew Comstock - Quarterly Perspective

The last part of 2016 was really good for the stock market and the new year didn’t stop the momentum. Now that the DOW has hit 20…

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Jan. 23, 2017

#004: Listeners Questions - Wills vs Trusts, and is there any truth b…

What is truly behind the so-called "social security gun ban"? Also, John digs into the differences between a will and a trust. Fo…

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Jan. 16, 2017

#003: Listening to Gurus, with Joe Saul-Sehy

Who do you listen to for financial advice? Dave Ramsey? Sure Orman? Jim Kramer? Joe Saul-Sehy, a recovering Financial Planner an…

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Jan. 3, 2017

#002: Jacob and Esau

John shares the story of Jacob and Esau from the Bible to describe one of the most common mistakes people make in retirement. Pl…

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Jan. 2, 2017

#001: Four Corners of Retirement Planning

What are the Four Corners of Retirement Planning? I'll bet you know them - but do you have a grasp on all four? John and Devin ex…

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Jan. 1, 2017

#000: Introductory Episode of Big Picture Retirement Show

What is Big Picture Retirement? Hosts Devin Carroll and John Ross, both professionals in the financial industry, launch this new …

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