Big Picture Retirement®
Devin Carroll, CFP® & John Ross, JD
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Recent Episodes
The Gift Tax Loophole Congress Wants to Close
Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through their individual firms. 📍Contact Devin's team at…
How to Get a Full Step-Up in Basis (Even If You Don't Live in a Community Property State)
Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through their individual firms. 📍Contact Devin's team at…
The Social Security Earnings Limit May Be Eliminated
Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through their individual firms. 📍Contact Devin's team at…
What 75 Year Old Retirees Regret Most
Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through their individual firms. 📍Contact Devin's team at…
Inbox Question | Leveraged ETFs for Supercharging Retirement Savings
Kevin asks about using leveraged ETFs (2x and 3x return) for his retirement savings. LEverage Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or…
Inbox Question | QCD from a Workplace Retirement Plan
Ann asks about making qualified charitable distributions from her 457 plan. Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through their…
You're Probably Looking at the Wrong Estate Tax
Unless you're listening to this while flying in your own Gulfstream, federal estate taxes probably aren't something you need to worry about. In 2026, they only apply to estates over $15 million, or…
Inbox Question | Should I Use A Spendthrift Trust?
A listener asks about a spendthrift trust for his adult "airhead" granddaughter. Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through…
How Your AI Data Could Be Used Against You
More people are using AI tools every day to ask questions, solve problems, and even talk through personal decisions. But many users make one dangerous assumption: that their conversations are…
Should a Blood Test Shape Your Retirement Plan?
Advances in predictive medicine are starting to raise a fascinating question: what if we could estimate our longevity with much greater accuracy? New blood tests and biomarkers are being developed…
Why Recency Bias Is Dangerous for Today's Retirees
Most people assume the future will look like the recent past. That's called recency bias, and it can quietly wreck a retirement plan. If the market has been strong for years, investors start…
Five Retirement Loose Ends You Can't Ignore
Saving for retirement is only half the job. In this episode, we discuss the five financial loose ends that can quietly drain retirement income and why addressing them early creates flexibility and…
Planning for Single Retirees — Part 4: Long-Term Care, Incapacity, and Estate Planning
In this last episode of our Planning for Single Retirees series, we tackle the part of retirement planning that matters most when you don't have a built-in safety net: what happens if you can't…
Planning for Single Retirees — Part 3: Tax Planning and Roth Conversions
The tax planning process doesn't change for single retirees—but the margin for error does. In this episode, we explain why taxes behave differently when there's only one tax bracket, no spousal…
Planning for Single Retirees — Part 2: Social Security Claiming Decisions
For single retirees, Social Security isn't just another filing decision. It's the foundation of the entire retirement income plan. In this episode, we explain why claiming decisions matter more when…
Planning for Single Retirees — Part 1: Why Retirement Is Different When You're Solo
Most retirement advice is designed for married couples. But planning for retirement when you're single comes with a very different set of risks and decisions. In this first episode of a five-part…
7 Keys to a More Financially Stable Retirement
For many people, retirement feels less like a reward and more like a financial cliff. In this episode, we break down seven key factors that lead to a more financially stable retirement. You'll learn…
How to Buy or Sell a Business the Right Way
Selling a business isn't just about finding a buyer and shaking hands on the terms — it's about choosing the right structure. In this episode, we break down stock sales, asset sales, common tax…
Inbox Question | Should Advisors Provide Client References
Frank is interviewing financial advisors and asks whether it is reasonable to expect them to share client names as references. Although this show does not provide specific tax, legal, or financial…
The Federal Income Tax: Coming to an End?
In this episode, we break down the headlines about eliminating the federal income tax, $2,000 tariff-funded checks, and "no taxes below $150,000." We look at the math, the Supreme Court challenges,…
Frequently Asked Questions
Big Picture Retirement® has published 306 episodes since January 2017, covering topics in Business, Business News.
Big Picture Retirement® is currently highly active with new episodes weekly. Average episode length is 29m.
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