All Episodes
Big Picture Retirement® — 313 episodes · page 1 of 4
Dolly Parton Had an Estate Plan. So What Went Wrong?
A Very Rare Opportunity for Retirees
7 Social Security Rules Every Retiree Needs to Know
Can ChatGPT Write Your Will?
Do Retirees Actually Run Out of Money?
They Froze His $3,000,000 Retirement Account
Will A Roth Conversion Save You Taxes?
The Gift Tax Loophole Congress Wants to Close
How to Get a Full Step-Up in Basis (Even If You Don't Live in a Community Property State)
The Social Security Earnings Limit May Be Eliminated
What 75 Year Old Retirees Regret Most
Inbox Question | Leveraged ETFs for Supercharging Retirement Savings
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?
How to Travel Like a Local in Retirement (Not Just a Tourist)
Inbox Question | Tax Treatment of Special Needs Trusts: What You Need to Know
REPLAY | The Surprisingly Hardest Part of Retirement
Inbox Questions | IRA Income & Medicaid Eligibility: Will Too Much Disqualify You?
REPLAY | 5 Things Nobody Tells You About Retirement
Inbox Questions | Should We Consider Roth Conversions with a High Income?
What Happens to Your Crypto When You Die? Estate Planning for Digital Assets
Inbox Questions | Cryonics and Trusts: Planning for a Future You?
The 4 Mindsets That Shape Your Retirement Success
Inbox Questions | Why Use Your IRA First for Long-Term Care Expenses?
Tariffs: Balancing the Pros and Cons
Inbox Questions | Should Early Social Security Factor Into Retirement Calculations?
Supreme Court Ruling: The Hidden Risks in Life-Insurance Buy-Sell Agreements
Inbox Questions | Will GPO Repeal Affect My Benefits?
The Unexpected Early Retirement
Inbox Questions | Reducing Taxes and Managing RMDs
A Smarter Way to Manage Retirement Income
Inbox Questions | Prescription Prices: A Rant and a Response
Smart Financial Planning: Balancing Data with Peace of Mind
Inbox Questions | When Should You Stop Using TurboTax?
Inbox Questions | When Should You Use An LLC?
5 Reasons 2025 Could Be a Turbulent Year for Stocks
Inbox Questions | Capital Gains on the Sale of Home
What Trump's Tax Policies Mean for Your Retirement
BOI Reporting Delayed: The Future of the Corporate Transparency Act
What Your Will WON'T Do
5 Ways to Make Your Retirement Recession-Ready
Is Downsizing Right for Your Retirement?
How Long Will I Live? Planning for Longevity in Retirement
3 Ways to Pay for Long-Term Care
Monte Carlo Simulations: Is Your "Probability of Success" Trustworthy?
The Stock Market Gamble Most Investors Lose
How Kamala Harris's Housing Plan Could Drastically Change Wealth Transfer
Ed Slott Explains How to Outmaneuver the Tax Trap in Retirement
Listener Voicemails: Super-funding 529s, Sophisticated Trusts, and Boosting Social Security Benefits
Listener Q&A: Demystifying Brokerage Statements, Retirement Readiness, and Investment Strategies
Listener Voicemails: Social Security, Trusts, and IRA Math Mysteries
Listener Q&A: Navigating RMDs, Investment Strategies, and Retirement Income Planning