Episodes
#018: The Basics of Social Security that EVERYONE Should Know, Part 2
In Part 1 we covered credits, earnings limits, and more. In this episode we finish the series by talking about: Length of marriage rules Spousal Benefits vs Survivor Benefits How you are taxed on social security benefits and more. If …
#017: The Basics of Social Security that EVERYONE Should Know, Part 1
Part 1 in a 2-part series about what you need to know about Social Security. For more information, or to have a conversation with Devin Carroll or John Ross, visit
#016: Listener Questions - Sharing Accounts with Children and Lump-su…
Wanda wrote in to ask why she shouldn’t add a child to her checking account? Brenda retired from a company that offers a pension. She asks if it would be better to take the pension in a stream of payments …
Quarterly Perspective Q1 2017, with Andrew Comstock
Can we expect 3 rate increases this year? What could that mean for the market - or our savings? Andrew Comstock, Chief Investment Officer for , joins us again to recap the market's performance from the first quarter of 2017. …
#014: Wills 101 - Part 2
In the previous episode we talked about Wills: Why you need one and what to look out for so you do it right. But before you draft out your will, these are the things you need to consider: • Why …
#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 is not up-to-date. In this episode we cover the common mistakes people make …
#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 statement. Charlotte is asking about ABLE accounts - tax-advantaged savings accounts for individuals with disabilities and...
#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 save for tomorrow. He likens it to a teeter-totter, and reflects on things his mother taught before she passed …
#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 retirement is getting - and staying - organized. It’s easy for account statements, legal forms and other important...
#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 legal advisor, what to watch out for, and the benefits of paying a flat fee versus …
#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 working. If you have questions, email them to
#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 Department of Labor's Fiduciary Rule. Is your Financial Advisor a salesperson or fiduciary looking out for your best interest?...
#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. But those who are within 10 years of retirement, are too busy to do their own planning, or with …
#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 retirement portfolio, need an advisory council. Today's episode focuses on how to hire a Tax Advisor: Where to …
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 20,000…what’s next? Joining us to discuss this is Andrew Comstock, the chief investment officer …
#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. For more, visit http://bigpictureretirement.net
#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 and host of joins us to talk about when it's the right time to follow the gurus - and when …
#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. Please subscribe to the show so you don't miss an episode. For more, visit
#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 explain each: Health, Taxes, Legal and Income For more information, or to contact us, …
#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 show to help those about to retire or are already retired. For more about us or information about this show, …