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Big Picture Retirement

By Devin Carroll and John Ross

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Description

If you are planning for, or living in, retirement…this is the show for you. Understanding the big picture is critical for a successful retirement. Whether or not your retirement is a success may depend on how well you planned when connecting the dots of your legal, tax and financial plan. In this show, we’ll dig beneath the surface and discuss how you should apply this planning with your hosts- attorney John Ross and financial planner Devin Carroll. 

Customer Reviews

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!

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.

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.

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Customer Ratings