PODCAST · business
The Big Picture Retirement Show
by Brandon Davis
Tune in to The Big Picture Retirement Show, where we take a holistic approach to retirement. Listen in as host Reid Abedeen shares strategies that will help you discover ways to maximize and generate more income, helping to ensure that your money can last throughout your retirement. Learn more about keeping your investments working together to help achieve your financial goals, strategies for transferring wealth and how to make sure you're not paying more than your fair share in taxes. Start listening today!
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163
The Retirement Paycheck Predicament
Are you losing sleep over the vanishing pension and an unpredictable 401(k)? This week, Reid Abedeen and Mark Elliott get candid about the “retirement paycheck predicament” that’s keeping millions up at night. With news about interest rates, job markets skittering, and gas prices soaring, it’s easy to feel nervous about the future. But don’t worry—Reed brought his crystal ball (well, almost)! Will you find the answers you need to retire confidently, or will you discover hidden pitfalls in your retirement planning?Tune in as Reed reveals why your 401(k) isn’t the magical solution—and what you need to consider instead if you want your income to last throughout retirement. From separating must-haves and nice-to-haves, to avoiding cookie-cutter advice and learning the power of small tweaks, this lively conversation is packed with wisdom and laughs. Don't miss the listener mailbag, where real-world retiree questions get honest answers. Want to know if you’re really ready to call it quits? Hit play and find out what you might be overlooking!
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162
Roth Conversions 2.0
What do bombings overseas, rising national debt, and the looming threat of higher taxes have in common? They might just change your retirement forever! In this episode, Reid Abedeen draws from decades of experience—and a few globe-spanning life lessons—to break down why today's financial headlines shouldn't send you running for the exits. Instead, he reveals the opportunities hidden in the chaos, with a focus on those oh-so-timely Roth conversions. Wondering if now is the right moment for a move? Get ready—the answers might surprise you.But that’s not all. Reid opens his mailbag and tackles the perennial questions on everyone's mind: How much is "enough" to retire? Should you max out retirement accounts or build up cash reserves? With his signature blend of wisdom, wit, and real-world examples, Reid offers just enough to keep you guessing—and wanting more. Don’t miss his insights on taxes, investment timing, and avoiding the most common retirement setbacks. Ready to see the big picture for your own future? Hit play and get the straight talk your retirement deserves.
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161
Your 401(k) is Not a Plan
Think your 401(k) is the ultimate retirement plan? Think again! On this week’s Big Picture Retirement Show, Reid Abedeen and Mark Elliott dig deep into the toolbox of retirement—exposing why your accounts are just the starting point, not the masterplan. From funny golf stories and “silent assassins” (hello, inflation!) to real-talk about portfolio buffers, this episode draws the blueprint so you can build a retirement that actually fits your life—not someone else’s. But beware: Just like building a house, unexpected leaks and “uh-oh” moments are lurking around every corner. Reid unpacks how to guard against market downturns, healthcare curveballs, and those ever-changing variables that keep retirees up at night. Want to know the #1 mistake that even seasoned savers make—and a simple move to sidestep it? Hit play and discover why a customized plan (not just a pile of tools) is your real power move. Thinking about how Social Security and updated tax laws fit into your strategy? You’ll find clues here, but the full story is only a listen away!
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160
2026 Valentine's Day Special
Are you sure you’re seeing your retirement plan from every angle—or could you be missing some costly blind spots? On this episode of The Big Picture Retirement Show, host Reid Abedeen digs deep into the realities of income planning, tax strategies, and the tricky balance between offense and defense in your financial life. With decades of experience—and some surprising stories from the field—Reid and Mark Elliott reveal why most retirees fear running out of money more than anything else, and just how crucial it is to proactively plan your retirement instead of reacting to the latest curveball.Curious if you’re making the right moves with your IRA or 401(k? Wondering if Roth conversions are right for you, or how to navigate the shifting landscape of tax laws? Get ready for candid insights, real-life examples, and a taste of the upcoming book “The Mathematics of Retirement.” From the emotional side of retirement to strategies that might help you squeeze every drop from your hard-earned savings, this episode teases out what you’ll need—but doesn’t spill all the secrets. Listen in and find out why a 15-minute strategy call could change your financial future, and what’s coming next for Reid and the Safeguard team.
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159
Optimizing Retirement Income
Curious how much you really know about the hidden hurdles retirees face? In this episode of The Big Picture Retirement Show, Reid Abedeen and Mark Elliot pull back the curtain on the topics so many families avoid: inheritance mysteries, the daunting dance of inflation, and those sneaky “stealth taxes” nobody sees coming. Whether you’re wondering if your family would be left with questions or scrambling to keep your retirement income growing, this conversation skips the sugarcoating—yet keeps you guessing. But here’s the twist: not everything’s as simple as updating your documents or counting on Social Security’s cost-of-living bumps. With new laws changing the rules, sky-high inflation, and Medicare’s secret “Irma” charges, there’s never been a more crucial time to get the facts. Plus, listeners get the inside scoop on how Reid’s “Big Picture Blueprint” helps safeguard your legacy AND your wallet. Tune in—and discover what could upend your best-laid plans!
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158
Retirement Optimism
Are you feeling more nervous than excited about your retirement years? You’re not alone! In this episode of the Big Picture Retirement Show, Reid Abedeen and Mark Elliott dive into why only 30% of retirees feel optimistic about maintaining their lifestyle—and, more importantly, what you can do to join the confident crowd. Discover why so many people are unsure about their financial future, and pick up hints about critical shifts happening this year that could impact your retirement game plan. Reid shares stories from real strategy sessions, revealing fears, fixes, and those “aha!” moments that changed clients’ lives for the better.But don’t expect a one-size-fits-all prescription. Reid explores the heart of financial planning: adjusting to yearly changes, managing the risks you don’t see coming, and crafting a living blueprint that evolves with you. From maximizing your income and optimizing taxes to the secret power of ongoing strategy meetings, you’ll realize retirement security doesn’t come from “set and forget”—it comes from being proactive. Stick around for insights into new laws, tax brackets, and the choices you need to make for 2026. If you want a retirement plan that works for you (not just the markets), tune in and get ready to make your confidence soar.
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157
Act Your Age (Asset Allocation)
Ever wondered if the tried-and-true rules of retirement are really driving you safely into your golden years—or speeding you toward some unexpected detours? Join Reid Abedeen and Mark Elliot as they share eye-opening price predictions, expose the quirks behind classic financial wisdom like the "Rule of 100," and dive into how inflation, the markets, and even your New Year’s goals all collide in today’s retirement landscape. Will Social Security keep up? Is playing it safe secretly costing you? Get ready for market metaphors, candid advice, and a behind-the-scenes peek at real-life retirement challenges.But don’t expect a predictable financial checklist—this episode promises surprising moments and some lively debate. Reid’s not just handing out cookie-cutter plans, but showing how your retirement journey should be custom-tailored to your hopes, personality, and evolving circumstances. Stick around to hear why being "too conservative" might outpace your nest egg, and how a simple phone chat could offer the clarity you didn’t know you needed. Want to know what goals and resolutions really help you get ahead in retirement? Tune in and find out—because the safest speed might not be what you think.
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ABOUT THIS SHOW
Tune in to The Big Picture Retirement Show, where we take a holistic approach to retirement. Listen in as host Reid Abedeen shares strategies that will help you discover ways to maximize and generate more income, helping to ensure that your money can last throughout your retirement. Learn more about keeping your investments working together to help achieve your financial goals, strategies for transferring wealth and how to make sure you're not paying more than your fair share in taxes. Start listening today!
HOSTED BY
Brandon Davis
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