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Episodes (19)
Episodes
Direct Indexing: Revolutionizing Investment Strategies or Just Hype?
May 23, 2023
In this week's episode of the Big Picture Retirement podcast, we dive deep into the world of Direct Indexing. As a fairly new approach in the investment ecosystem, it promises tailored portfolio customization and potentential tax optimization. But a…
#094: BIG Update Coming to VA Benefits
Oct. 15, 2018
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 note…
Deadline Looming To Avoid The Estate Tax
Sept. 12, 2022
The tax code is set to have big changes in 2026. If you want to avoid estate taxes when these rules change, there may be steps you need to take TODAY! Although this show does not provide specific tax, legal, or financial advice, you can engage...
The Federal Income Tax: Coming to an End?
Dec. 8, 2025
In this episode, we break down the headlines about eliminating the federal income tax, $2,000 tariff-funded checks, and “no taxes below $150,000.” We look at the math, the Supreme Court challenges, and what these proposals wo...
#036: All About Bonds with Dr. Brandon Renfro
Sept. 4, 2017
Dr. Brandon Renfro, a PhD in behavioral economics, talks about bonds: When they're right for you and when they should be reconsidered. Brandon does a great job of explaining different types of bonds, why they are considered a good investment, and ho…
#054: How To Have Your Best Year Ever
Jan. 8, 2018
It’s that time of year, when you make great plans for the upcoming new year. Devin and John have a great plan to help you make 2018 the year when you get all your financial plans in order. No matter what else happens, at the end of 2018, you’ll be...
#078: The Ridiculous Inaccuracy of Stock Market Predictions [Encore Presentation]
June 25, 2018
While we move into our new recording studio, and with all the new listeners coming on board, we are replaying an episode from 6 months ago: The Tatoo Factor and Predictions that Didn't Happen Devin shared some examples of pretty dire predictions by…
Listener Questions: IRAs and Trusts, and Special Social Security Rules
Dec. 17, 2018
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 benefits for public...
Listener Voicemails - Answering More Social Security Questions
Feb. 6, 2023
Answering listener questions is becoming our favorite episode to record. Today we go back to the voicemail to answer several questions on Social Security. Want to ask Devin or John your question? Just visit and look for the tab on the right...
Tariffs: Balancing the Pros and Cons
Feb. 3, 2025
From President Trump’s upcoming tariffs on Canada, Mexico, and China to the historical legacy of the “Chicken Tax,” tariffs have shaped economies and industries in ways both expected and unforeseen. In this episode, we dive into the purpose,...
Will Trump Save Social Security
May 20, 2019
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 make...
Has the IRS Ended the Step-Up Basis for Trusts?
Sept. 11, 2023
In this episode, we dive into the recent IRS revenue ruling that has the financial and estate planning communities buzzing. The possibility that trust accounts may no longer benefit from a step-up in basis has caused some panic among individuals who…
The Vanguard Verdict: How Advisors Boost Returns by 3%
Nov. 20, 2023
In today's episode, we discuss an eye-opening study from Vanguard, a leader in the DIY investing space. In this report, they cover how partnering with a financial advisor could potentially amplify your average annual return by a notable 3%....
3 Reasons You Should Choose A Flat Fee Financial Advisor
Jan. 16, 2024
In today's episode, Devin reveals a significant transformation in his professional approach — the transition to a flat fee structure. After a period of subtle hints, the change is now official and marks a new chapter for his firm. Join Devin and...
5 Reasons 2025 Could Be a Turbulent Year for Stocks
Dec. 16, 2024
Could 2025 be a stormy year for the stock market? In this episode, we explore five potential triggers that could send markets into turmoil. From the unpredictability of Trump-era “tape bombs” to a potential bursting of the AI bubble, we break down...
Key Changes for 2026
Dec. 1, 2025
In this episode, Devin and John break down the key tax and retirement planning changes coming in 2026 and what they mean for your income, benefits, and long term strategy. We cover the latest Social Security COLA update, the ...
Listener Q&A: Demystifying Brokerage Statements, Retirement Readiness, and Investment Strategies
Aug. 26, 2024
Today, Devin and Alexander are back answering listener questions. Tune in as we explore: Jamie's request for a detailed walkthrough of a monthly brokerage account statement, explaining where to find and understand fees, and demystifying various...
Social Security In Digital Dollars Only?!?
Oct. 16, 2023
In this episode, we open the phone lines and talk directly with our listeners to answer their burning questions. Suzanne's Dilemma - Suzanne from California is on the brink of retirement and finds herself at a crossroads regarding her Social...
The 4 Challenges Of Retirement
Feb. 20, 2023
For many people, the thought of retirement brings up images of relaxation and happiness. However, retiring can also be a time of great challenge. In this episode, we'll discuss the four major challenges that retirees face and provide actionable tips…
Direct Indexing: Revolutionizing Investment Strategies or Just Hype?
May 23, 2023
In this week's episode of the Big Picture Retirement podcast, we dive deep into the world of Direct Indexing. As a fairly new approach in the investment ecosystem, it promises tailored portfolio customization and potentential tax optimization. But a…
#094: BIG Update Coming to VA Benefits
Oct. 15, 2018
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 note…
Deadline Looming To Avoid The Estate Tax
Sept. 12, 2022
The tax code is set to have big changes in 2026. If you want to avoid estate taxes when these rules change, there may be steps you need to take TODAY! Although this show does not provide specific tax, legal, or financial advice, you can engage...
The Federal Income Tax: Coming to an End?
Dec. 8, 2025
In this episode, we break down the headlines about eliminating the federal income tax, $2,000 tariff-funded checks, and “no taxes below $150,000.” We look at the math, the Supreme Court challenges, and what these proposals wo...
#036: All About Bonds with Dr. Brandon Renfro
Sept. 4, 2017
Dr. Brandon Renfro, a PhD in behavioral economics, talks about bonds: When they're right for you and when they should be reconsidered. Brandon does a great job of explaining different types of bonds, why they are considered a good investment, and ho…
#054: How To Have Your Best Year Ever
Jan. 8, 2018
It’s that time of year, when you make great plans for the upcoming new year. Devin and John have a great plan to help you make 2018 the year when you get all your financial plans in order. No matter what else happens, at the end of 2018, you’ll be...
#078: The Ridiculous Inaccuracy of Stock Market Predictions [Encore Presentation]
June 25, 2018
While we move into our new recording studio, and with all the new listeners coming on board, we are replaying an episode from 6 months ago: The Tatoo Factor and Predictions that Didn't Happen Devin shared some examples of pretty dire predictions by…
Listener Questions: IRAs and Trusts, and Special Social Security Rules
Dec. 17, 2018
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 benefits for public...
Listener Voicemails - Answering More Social Security Questions
Feb. 6, 2023
Answering listener questions is becoming our favorite episode to record. Today we go back to the voicemail to answer several questions on Social Security. Want to ask Devin or John your question? Just visit and look for the tab on the right...
Tariffs: Balancing the Pros and Cons
Feb. 3, 2025
From President Trump’s upcoming tariffs on Canada, Mexico, and China to the historical legacy of the “Chicken Tax,” tariffs have shaped economies and industries in ways both expected and unforeseen. In this episode, we dive into the purpose,...
Will Trump Save Social Security
May 20, 2019
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 make...
Has the IRS Ended the Step-Up Basis for Trusts?
Sept. 11, 2023
In this episode, we dive into the recent IRS revenue ruling that has the financial and estate planning communities buzzing. The possibility that trust accounts may no longer benefit from a step-up in basis has caused some panic among individuals who…
The Vanguard Verdict: How Advisors Boost Returns by 3%
Nov. 20, 2023
In today's episode, we discuss an eye-opening study from Vanguard, a leader in the DIY investing space. In this report, they cover how partnering with a financial advisor could potentially amplify your average annual return by a notable 3%....
3 Reasons You Should Choose A Flat Fee Financial Advisor
Jan. 16, 2024
In today's episode, Devin reveals a significant transformation in his professional approach — the transition to a flat fee structure. After a period of subtle hints, the change is now official and marks a new chapter for his firm. Join Devin and...
5 Reasons 2025 Could Be a Turbulent Year for Stocks
Dec. 16, 2024
Could 2025 be a stormy year for the stock market? In this episode, we explore five potential triggers that could send markets into turmoil. From the unpredictability of Trump-era “tape bombs” to a potential bursting of the AI bubble, we break down...
Key Changes for 2026
Dec. 1, 2025
In this episode, Devin and John break down the key tax and retirement planning changes coming in 2026 and what they mean for your income, benefits, and long term strategy. We cover the latest Social Security COLA update, the ...
Listener Q&A: Demystifying Brokerage Statements, Retirement Readiness, and Investment Strategies
Aug. 26, 2024
Today, Devin and Alexander are back answering listener questions. Tune in as we explore: Jamie's request for a detailed walkthrough of a monthly brokerage account statement, explaining where to find and understand fees, and demystifying various...
Social Security In Digital Dollars Only?!?
Oct. 16, 2023
In this episode, we open the phone lines and talk directly with our listeners to answer their burning questions. Suzanne's Dilemma - Suzanne from California is on the brink of retirement and finds herself at a crossroads regarding her Social...
The 4 Challenges Of Retirement
Feb. 20, 2023
For many people, the thought of retirement brings up images of relaxation and happiness. However, retiring can also be a time of great challenge. In this episode, we'll discuss the four major challenges that retirees face and provide actionable tips…