Reviews
Rate ShowRoth Conversions and Long Term Care
Great podcast. I never thought about Long Term Care in relation to Roth conversions. What great points you made. I will not convert my pre-tax to zero. Leave some for my care.
Great Show!
I really enjoy listening to Devin and John. I always learn a little something from every show.
- Animation Slow
- May 20, 2024
Excellent Material
Very practical and actionable information for anyone interested in creating long term financial security. I wish that I had listened to something like this 25 years ago. Keep up the great work!
- Marty 71flh
- May 1, 2024
Sell discipline
You forgot to talk about the sell discipline approach to investing. Revere asset management. The best approach is only give advisor 100, 000 and dont share total savings. None of their business. Paying 1000 is better than paying 10,000.
- Du63ke
- March 26, 2024
But they still need to pay taxes
You need a better solution. Equity is the issue. The government forces IRA investors to take distributions. This could be implemented for the borrow crowd.
- Interested bystander
- March 17, 2024
Excellent show with both retirement planning and legal information!!
Superb podcast. I listen every week as a new one comes out. My absolute favorite among about six podcasts I regularly listen to. Easy to follow with thorough explanations from two very well informed and entertaining experts in their fields.
Always informative.
Devin is very knowledgeable about the ins and outs of Social Security. As a result of listening to these podcasts, my wife and I have recently decided to engage in Devin‘s professional services. Together with John, they make for a very listenable and informative podcast experience. I highly recommend this!!
- Refted
- Feb. 16, 2024
How handle retirement
Loved the information about not panicking with market ups and downs. Needed to hear this advice. I’m 64, so getting close to retiring and am having the thoughts being discussed. Thanks for the great info❤️
- deborahtn
- Feb. 5, 2024
Always informative.
Devin is very knowledgeable about the in and out of Social Security. This is a much listen podcast.
- Refted
- Jan. 3, 2024
I have learned so much!
I started listening to Big Picture Retirement about a year ago and am amazed at the knowledge I have gained. I recommend this podcast/website to anyone interested in preparing for retirement. I teach classes in personal finance and "Big Picture" is now on my list of valuable resources. Thank you, Devin and John!
The best of financial and estate planning
I have been listening from the very beginning and was distraught when the guys took a break. This is some of the best info around. Devin is a whiz with Social Security and financial planning, and John Ross Esq. provides the in depth estate planning and legal advice that most attorneys don't get down into. Thanks Guys and keep it up!!
Well presented with great retirement information!
I’ve been a fan of this show as far back as 2019 I believe. Always interesting topics worth listening to.
- One retiree
- Dec. 16, 2023
- bob0828
- Dec. 1, 2023
Great information, no sales pitch
Some retirement and investing podcasts have gone too far in terms of being a sales pitch for advisory services. This podcast does not do that but rather dispenses high-quality in-depth analysis from experts.
- John Ralls
- Nov. 20, 2023
- Rcsjaw
- Nov. 20, 2023
Big Picture Retirement is a great podcast!!
The hosts present valuable information in an entertaining format! I look forward to each new episode.
- TN Phil
- Nov. 7, 2023
They Know Their Stuff
What are you paying for when you hire a “Wealth” Advisor or Financial Advisor. Mimicking the indices isn’t it! As we get older (I’m 66) you need insight and possibly advice on tax strategies to minimize your income in some years and take advantage of lower tax years. If you don’t know about IRMAA (Medicare additional payment for ‘high’ income earners; it’s time to learn). If you don’t know about Roth Rollover IRAs you might start learning. I’m a dusty Chartered Financial Analyst but the ins and outs of RMDs, IRMAA, and Roths is exhausting.
- MaryNashMary
- Nov. 7, 2023
I continue to learn with every episode!
I just listened to 2 podcasts on trusts again. I just keep learning. John and Devan make the most complicated topics easy to understand. Thanks so much to both of you. I share your podcast whenever I can.
Ann
One of the top three financial podcasts I listen to.
Great info and with enough levity to keep one entertained!
John and the angry Subaru, Classic! Definitely agree on the basis of the podcast about difficulty spending. Developing the plan is critical. Have to plan to succeed. Adding new car every ten years to mine now.
- Buy the print version
- Nov. 1, 2023
Truthfully Said
I was fortunate enough to have and Uncle that encouraged me to start saving at 10 years old when I earned a few bucks helping him. It was very difficult to stop saving upon retirement at age 55. I still pigeon hole a few bucks here or there even today, but I’ve learned that money is irrelevant after death, so I tend to spend it as it arrives for fun things after covering bills. I encourage everyone to retire as soon as possible and start every morning like a Saturday morning! After 15 years in retirement I’m totally at ease now! Enjoyed the podcast.
excellent podcast
Trust Devon's and John's info on retirement, always will. Agree that spending in retirement is a very hard thing to come to grips with for retirees
Excellent show
Very insightful information to help adjust to retirement spending wisely and confidently.
Great information
I do believe you’re serving the people who want to grow a better understanding of retirement life and getting to this goal in the first place.
- Ginger 60+
- Oct. 20, 2023
Superb
This is my favorite podcast of all the ones I've listened to thus far. This is the only retirement podcast I listen to that can make me laugh on a regular basis. Extremely good information and a ton of food for thought especially when it comes to estate planning. Even though I'm in my late thirties this is excellent information. Keep up the great work.
Rational perspectives on
As a person who has been an old-fashioned buy and hold, don't spend your principal type investor and saver since I was a teenager, and having basically intuited that trading and trying to out-think markets is a fool's game for 99.999% of people, and that slow and steady was the best fit for my personality, I find the Big Picture podcast a useful source of information consistent with the general plan we've followed and are executing in our retirement. The gentlemen are entertaining, albeit sometimes a bit more merry than one might expect from green-eyeshade types, but I find the time spent listening is well worthwhile. I've learned things and I've confirmed that things I thought I had learned were correct. The appropriate audience will be the person who has been fortunate enough to be able to save for retirement in the first place, and who can devote appropriate time and attention to the problems of arranging his/her affairs sensibly in the retirement phase of life. They also do not seem to be trying to purvey finance entertainment porn or monetize the greed/fear of an uninformed audience.
- UkrMike
- Sept. 21, 2023
100% AGREEMENT
I agree with Devin and will even go so far as to say that they (the Government) WILL change the rules on ROTH IRAs. However it won't diminish the greater opportunities that you gain with a Roth. It is still and will remain a great tool in investment/ saving strategies.