Big Picture Retirement®
BookmarkDevin Carroll, CFP® & John Ross, JD
Big Picture Retirement® is a business podcast hosted by Devin Carroll, CFP® & John Ross, JD. It has 301 episodes, with the latest published April 2026.
Planning for, or already enjoying, your retirement? This is the show for you.The success of your retirement hinges on how well you connect the dots between legal, tax, and financial planning. Join your hosts John Ross, JD and Devin Carroll, CFP® as they dig beneath the surface to help you gain the confidence and clarity needed to navigate your retirement journey successfully.
business ·en ·301 episodes
Inbox Question | QCD from a Workplace Retirement Plan
You're Probably Looking at the Wrong Estate Tax
Inbox Question | Should I Use A Spendthrift Trust?
How Your AI Data Could Be Used Against You
Should a Blood Test Shape Your Retirement Plan?
Why Recency Bias Is Dangerous for Today's Retirees
Five Retirement Loose Ends You Can't Ignore
Planning for Single Retirees — Part 4: Long-Term Care, Incapacity, and Estate Planning
Planning for Single Retirees — Part 3: Tax Planning and Roth Conversions
Planning for Single Retirees — Part 2: Social Security Claiming Decisions
Planning for Single Retirees — Part 1: Why Retirement Is Different When You're Solo
7 Keys to a More Financially Stable Retirement
How to Buy or Sell a Business the Right Way
Inbox Question | Should Advisors Provide Client References
The Federal Income Tax: Coming to an End?
Inbox Question | Managing Allocation Across Many Accounts
Key Changes for 2026
5 Things Your Attorney Doesn't Want to Hear
Inbox Question | Roth Conversion Strategy for High Earners
Is This the Worst Time to Retire? 3 Ways to Prepare (Just in Case)
Inbox Question | Typical Costs of Estate Planning
The Hidden Cost of Delaying Social Security
Inbox Question | What's the Big Deal with HSAs
Inbox Question | Using IRA Withdrawals to Fund Daughter's Roth
The Great Retirement Plan Illusion
The Hidden Estate Tax Lesson in the $1.8 Billion Powerball
Why So Many Americans Are Claiming Social Security Early in 2025
Three Priorities That Should Shape Your Social Security Decision
What Millionaire Retirees Fear Most (But Rarely Talk About)
Private Equity Meets Your 401(k)
5 Mistake Most Millionaire Retirees Make
Overview of the One, Big, Beautiful Bill
Inbox Question | How Filing Early Impacts the Spousal Benefit
Why Taxes In Retirement Get More Complicated
Inbox Question | The Good Life Abroad: Would We Go?
Inbox Question | How Much Umbrella Insurance Do You Need?
Inbox Question | How the Small Estate Affidavit Process Works
Listener Q&A: Trusts, IRMAA, Inheritance Taxes, Capital Gains, and More
The 3 Parts to a Perfect Estate Plan – Part 3: Protecting the Beneficiaries' Inheritance (Estate Planning Series Finale)
Inbox Question | Home Equity for Long Term Care
The 3 Parts to a Perfect Estate Plan – Part 2c: Common Mistakes & Oversights
Inbox Question | Medicaid for Parents
The 3 Parts to a Perfect Estate Plan – Part 2b: Tax Considerations
Inbox Question | Company Stock in 401K
The 3 Parts to a Perfect Estate Plan: Part 2a: Non-Probate Transfers
Inbox Question | Running a Business & Collecting Benefits: What Counts Toward the Earnings Limit?
The 3 Parts to a Perfect Estate Plan – Part 1b: Planning for Incapacity
The 3 Parts to a Perfect Estate Plan – Part 1a: Planning for Incapacity
Inbox Question | A Better Approach to the S&P 500?
Inbox Question | Cutting Work Hours at 60: Will It Reduce Social Security?
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