Reviews
Rate ShowRelaxed style, solid info
I’ve learned many things here that I haven’t on other retirement planning podcasts.
They go deep in topics that are relevant for planning for aging and retirement, both for myself approaching retirement in 3-5 years, and for my 88-year-old Mom whose finances I manage.
Thank you for the immense amount of work that you put into keeping this podcast going and substantive.
And I for one love your relaxed style of chatting and joking about life in general, because it makes the head-exploding, detailed learning and information a little easier to absorb. I wouldn’t want you to change a thing.
- St Paul Hope
- Feb. 21, 2019
Great show
This is one of the best shows on retirment topics I have listened to (and I listen to a lot of them)
It is informative, unbiased, and filled with good, factual, useful information
I especially appreciate that they are not trying to sell you anything like many of the retirement podcasts do. They don't offer a free review of all of your investments, they just give good, sound avice
I highly recommend this podcast!
- Hgellman
- Feb. 6, 2019
Tax ID #
Great podcast on immigrant impact on SS. You mention getting a Tax ID # instead of a SS Number. I checked the application for the Tax ID # and it appears the form(s) require a SS#. Can you address. Thank you. Love your podcast.
- jjb1953
- Feb. 4, 2019
Thank you
Thank you for the wealth of information. I Am nearing retirement. Your podcast are helping me in my estate planning and retirement planning. You review over problems that I would never focus in on. For example naming a beneficiary or beneficiaries on cds. The right way to do it and the wrong way to do it. I always look forward to the new broadcast.
- arkansas retiree
- Jan. 31, 2019
Thank you!
This podcast covers many different topics related to retirement; however, the one that helped me most was what to do when a loved one dies. After the loss of my spouse, I was not very focused, to say the least. Having the checklist of things to take care of was a God send.
- Ex_lab
- Jan. 27, 2019
Great advise everyone needs to know!
Thank you. Im doing good, but now I can explain it better to my children, friends and relatives.
- Susanjones0
- Jan. 18, 2019
Educational and entertaining
An excellent podcast. Very educational & very well explained, and a good amount of humor to boot. Thanks to John & Devin for adding to my knowledge and understanding, and for entertaining me at the same time.
- Ozvet
- Jan. 1, 2019
So much valuable information!!
My husband and I just retired but are still working. We realized quickly that one has to use their head to make retirement work like it should in so many facets. Not work and just pay more taxes! Also we need advice in protecting assets for ourselves and my husbands parents. Devin and John (and guests) are so informative and easy to listen to. We both have downloaded the podcast and some shows we hear more than once! Thank you for all you do!!
- Allyd19
- Dec. 16, 2018
Quality information in an attainable format
As someone who is just (and late) seriously researching retirement planning, this podcast is great. Devin and John keep my head from exploding with their calm demeanor, logical explanations, wide variety of topics and charming southern accents. I really appreciate their ability as professionals to translate the many challenging subjects related to retirement into a podcast for regular people!
- Dedikated
- Nov. 30, 2018
SS Planning Pros
I've been binge listening to this podcast all day and am so grateful to have found these guys! As a Medicare expert, we get questions regularly from our clients about how and when to file for Social Security, and up until now, we've never had a good resource for them. Problem solved - we'll be referring people to this podcast from now on. They also have a great YouTube channel.
- Rips Mom
- Nov. 16, 2018
Really great
I (British, not American) am planning to move to the US with my husband (US citizen) after years of living and working overseas in different countries and I was looking for a way to educate myself not only so we can take more control of our finances as we approach our new life and prepare for retiring. I discovered this Podcast only a few days ago but already have have learned a tremendous amount because they discuss complex subjects (eg Medicare, bonds, IRAs etc) in a clear, engaging and accessible way, often using relevant real life examples, rich in information, presented from different points of view. I love that the conversation does not assume you know a lot, it does not wander, nor is it peppered with irrelevant filler material so the time I spend doing this is productive and worth my while. I’m very grateful to them and I am sure I will go back to episodes to cement what I’ve learned. Thank you for doing this!
- marianneinPrague
- Nov. 1, 2018
Fun and Informative
Been listening to these guys for awhile. They have a good approach, very informative, and down to earth.
- Tqk619
- Oct. 26, 2018
Who knew how big?
I'm 61 and counting down to retirement. This podcast has relly opened my eyes to the importance of the big picture. Instead of alarmed, though, I am more excited with each show. GREAT!!
- Tomnhubbard
- Oct. 19, 2018
Pod cast review
I’m 5 yrs away from early retirement and I have found this podcast very informative. Best part is they are not selling anything just providing basic information so you can build on it and retire comfortably
- Parhur
- Oct. 2, 2018
- Old Man Bay
- Sept. 30, 2018
Super podcast
Super podcast. The hosts cover retirement topics that are not covered as well on other shows. For example, great coverage on wills, estates, etc.
- JSH-67
- Sept. 25, 2018
Great podcast!
What a great podcast! The combo of a financial planner and a lawyer really brings complicated issues so much clearer
No selling. No hype just great information !!
- RichR132
- Sept. 25, 2018
- Nancy84VA
- Sept. 25, 2018
Great podcast
Demystifying lots of financial information & disinformation. Great hosts with a great sense of humor.
- dudedude123
- Sept. 6, 2018
I am hooked
I cannot get enough of this concise but in depth discussion of how to think about retirement strategies for yourself and anyone you care about. Highly recommended if you want to know what you do not know about the subject.
- all ears john
- Sept. 2, 2018
These guys are greatly helpful!
I found Big Picture Retirement by searching for information on long-term care because my parents are getting to the point of needing some help. I am so glad I found this podcast! They answered several of my questions in just one episode. I will continue to listen to them. They are funny as well. Thank you!
- Msmmlee
- Aug. 20, 2018
Great Podcast
Getting ready to retire and this podcast provides a lot of good information and food for thought!
- Robb0131
- Aug. 3, 2018
- Morganadana
- Aug. 2, 2018
Big Picture Retirement
Informative and thought provoking-- I've started to send my friends to the podcast.
- clevemark
- July 26, 2018