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Big Picture Retirement®

Big Picture Retirement®

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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

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Title
1

Inbox Question | QCD from a Workplace Retirement Plan

2

You're Probably Looking at the Wrong Estate Tax

3

Inbox Question | Should I Use A Spendthrift Trust?

4

How Your AI Data Could Be Used Against You

5

Should a Blood Test Shape Your Retirement Plan?

6

Why Recency Bias Is Dangerous for Today's Retirees

7

Five Retirement Loose Ends You Can't Ignore

8

Planning for Single Retirees — Part 4: Long-Term Care, Incapacity, and Estate Planning

9

Planning for Single Retirees — Part 3: Tax Planning and Roth Conversions

10

Planning for Single Retirees — Part 2: Social Security Claiming Decisions

11

Planning for Single Retirees — Part 1: Why Retirement Is Different When You're Solo

12

7 Keys to a More Financially Stable Retirement

13

How to Buy or Sell a Business the Right Way

14

Inbox Question | Should Advisors Provide Client References

15

The Federal Income Tax: Coming to an End?

16

Inbox Question | Managing Allocation Across Many Accounts

17

Key Changes for 2026

18

5 Things Your Attorney Doesn't Want to Hear

19

Inbox Question | Roth Conversion Strategy for High Earners

20

Is This the Worst Time to Retire? 3 Ways to Prepare (Just in Case)

21

Inbox Question | Typical Costs of Estate Planning

22

The Hidden Cost of Delaying Social Security

23

Inbox Question | What's the Big Deal with HSAs

24

Inbox Question | Using IRA Withdrawals to Fund Daughter's Roth

25

The Great Retirement Plan Illusion

26

The Hidden Estate Tax Lesson in the $1.8 Billion Powerball

27

Why So Many Americans Are Claiming Social Security Early in 2025

28

Three Priorities That Should Shape Your Social Security Decision

29

What Millionaire Retirees Fear Most (But Rarely Talk About)

30

Private Equity Meets Your 401(k)

31

5 Mistake Most Millionaire Retirees Make

32

Overview of the One, Big, Beautiful Bill

33

Inbox Question | How Filing Early Impacts the Spousal Benefit

34

Why Taxes In Retirement Get More Complicated

35

Inbox Question | The Good Life Abroad: Would We Go?

36

Inbox Question | How Much Umbrella Insurance Do You Need?

37

Inbox Question | How the Small Estate Affidavit Process Works

38

Listener Q&A: Trusts, IRMAA, Inheritance Taxes, Capital Gains, and More

39

The 3 Parts to a Perfect Estate Plan – Part 3: Protecting the Beneficiaries' Inheritance (Estate Planning Series Finale)

40

Inbox Question | Home Equity for Long Term Care

41

The 3 Parts to a Perfect Estate Plan – Part 2c: Common Mistakes & Oversights

42

Inbox Question | Medicaid for Parents

43

The 3 Parts to a Perfect Estate Plan – Part 2b: Tax Considerations

44

Inbox Question | Company Stock in 401K

45

The 3 Parts to a Perfect Estate Plan: Part 2a: Non-Probate Transfers

46

Inbox Question | Running a Business & Collecting Benefits: What Counts Toward the Earnings Limit?

47

The 3 Parts to a Perfect Estate Plan – Part 1b: Planning for Incapacity

48

The 3 Parts to a Perfect Estate Plan – Part 1a: Planning for Incapacity

49

Inbox Question | A Better Approach to the S&P 500?

50

Inbox Question | Cutting Work Hours at 60: Will It Reduce Social Security?

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