PodParley PodParley
PodParley PodParley
Log in

Spring Cleaning - the Financial Edition

Episode 111 of the Big Picture Retirement® podcast, hosted by Devin Carroll, CFP® & John Ross, JD, titled "Spring Cleaning - the Financial Edition" was published on April 1, 2019 and runs 36 minutes.

April 1, 2019 ·36m · Big Picture Retirement®

0:00 / 0:00

Episode Description

Spring is here, and it's a great time to do some financial spring cleaning. Devin and John go over a few things you want to do:

  • A fee audit
  • Double-check your beneficiary designations.
  • ...and more

For more information, visit the show notes at https://www.bigpictureretirement.net/111 

Share this episode

Similar Episodes

Tips To Make Your Ski Boots Fit Better - With Brent Amsbury

Mar 2, 2026 ·32m

A Deep Dive On Ski Bindings - Phil Pugliese and Tom Gellie

Dec 18, 2025 ·66m

Matt Graham: The Mogul Paradox - Why Elite Skiers AVOID Ski-Snow Contact

Nov 26, 2025 ·74m

The Conversation That Changed How I Understand Skis: Jurij Franko on the Birth of Modern Ski Design

Nov 23, 2025 ·75m

Ultra Performance Ski Boots With Brent Amsbury

Nov 21, 2025 ·56m

How We Think About Skiing - Ski Dad TV and Tom Gellie

Oct 30, 2025 ·93m

Similar Podcasts

WindRock Wealth Management Podcast WindRock Wealth Management WindRock Wealth Management is an independent investment management firm founded on the belief that investment success in today’s increasingly uncertain world requires a focus on the macroeconomic “big picture” combined with an entrepreneurial mindset to seize on unique investment opportunities. We serve as the trusted voice to a select group of high net worth individuals, family offices, foundations and retirement plans. Retire With Clarity Retire With Clarity Podcast Every day of our adult lives, we make financial decisions that are going to affect our ability — or inability — to retire. And most of us don’t even realize it! How often do you take time to look at the financial “big picture” and think about how your choices might affect your tomorrow? Planning for retirement can be confusing, to say the least. And that’s why we’re happy to tell you about our show, called Retire with Clarity. http://www.retirewithclarity.com Hack Your Wealth Andrew Chen As a lawyer / engineer / MBA, how can you achieve FIRE (financial independence, retire early) rapidly to quit the rat race, pursue your passions, and live life on your own terms? Andrew Chen – founder of the Hack Your Wealth Blog and lawyer, financial expert (CFA graduate), and tech industry veteran – shows you strategies and tactics to (1) earn, (2) save, (3) invest, and (4) protect as a high earner so that you can build massive wealth and create a portfolio that’s a FIRE machine. Through solo lessons, expert interviews, and side hustle profiles, you’ll learn about tax strategies, retirement account optimization, asset allocation & rebalancing, passive income (real estate investing, side hustling, online business, digital nomading), family finances (e.g., strategizing college education costs), travel hacking, estate planning, and career transitions. Andrew podcasts about the big picture concepts, then adds step-by-step implementation guides downloadable from the Hack Your Wealth websi Dolphin Financial Radio Dan Wendol Have fun planning your retirement! This is a fun and conversational show with a focus on retirement planning issues. Dan Wendol and his co-host Tony keep a down-to-earth tone as they address topics like retirement income, healthcare costs, investing, pensions, retirement lifestyles, insurance, Social Security and many other financial topics. Dan Wendol shares his tips and experience as a fiduciary retirement planner and owner of a Registered Investment Advisor. His personal belief is that a successful retirement is about increasing income and decreasing stress. Sometimes special guests will join in to discuss the big-picture aspects of preparing for, and living in, retirement. For more about Dan Wendol and his work, to see videos, or learn more about this show, visit www.dolphinfinancialgroup.com.
URL copied to clipboard!