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Big Picture Retirement

Planning for, or already enjoying, your retirement? This is the show for you. The success of your r

Episodes

Total: 269

Jean Chatzky, financial editor of NBC's Today show, discusses her new book “AgeProof” about balancin

Social Security benefits are confusing - even for those who work at the SS Office. Often, the perso

Death is never a pleasant topic. What is less pleasant is passing away suddenly with no planning in

Did you know that a copy of a will may not hold up in Probate? John talks about the need to keep an

Steve Chen created a retirement planning calculator that anyone can use. The inspiration came from p

Recessions and market declines are going to happen. What are the lessons we can learn from the Tech

Non-Probate Transfers, Trusts, and how the Beneficiary Designation trumps any wishes you express in

Linda and her husband have been raising their grandchildren since birth. Both of the children’s pare

Experience is a great teacher. David Waldrop has more than 15 years of experience, the same as John

In Part 1 we covered credits, earnings limits, and more. In this episode we finish the series by tal

Part 1 in a 2-part series about what you need to know about Social Security. For more information, o

Wanda wrote in to ask why she shouldn’t add a child to her checking account? Brenda retired from a c

Can we expect 3 rate increases this year? What could that mean for the market - or our savings? Andr

#014: Wills 101 - Part 2

2017/4/3

In the previous episode we talked about Wills: Why you need one and what to look out for so you do i

#013: WIlls 101 - Part 1

2017/3/27

According to a survey, 71% of Americans do not have a current Will - and half of Americans age 65 or

Devin and John answer a question from Mitch about why the Social Security Office would not recognize

Roger Whitney, the Retirement Answerman, shares his approach to spending money on fun today while st

7 doable steps for making it easier to be organized with your retirement finances. One of the bigge

What should you look for when hiring a legal advisor? In this episode we discuss the first question

Does an 18-year old need a Power of Attorney? You bet! We also discuss limitations for drawing Soci