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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

  In this episode, Devin dives deep into the Social Security questions sent in by our listeners. Top

If you regularly donate to your church or other charities, donor advised funds (DAFs) might be somet

In today's episode, we examine the recent IRS Chief Counsel Memorandum, which introduces significant

Too Much of a Good Thing?

2024/5/28

Lots of investors use the S&P 500 index as a key part of their investment plan, thinking it spreads

Roth IRA conversions can be a powerful tool for retirement planning, offering tax-free growth and wi

  Are there lessons we should learn from the comparison of the Rockefellers and the Vanderbilts? In

  Retirement has five distinct phases and each of them have their own unique challenges and opportun

In this episode, we dive into the concept of investment location—a tactical approach in asset alloca

In today's episode, we discuss the landmark $418 million settlement involving the National Associati

Flat-fee financial advisors aren’t for everyone. In fact, there are three types of investors who sho

Could the solution to saving Social Security be so glaringly obvious that it has been overlooked, or

Description: In todays episode, we talk about the unexpected turns retirement can take, particularly

The Risk of Grey Divorce

2024/2/27

In today's episode, we'll dive into the intriguing phenomenon of Grey Divorce, which refers to divor

In this episode, we explore an unrefined, yet accurate, approach to determining your risk tolerance.

Ever dreamed about retiring to a sunny beach or quaint village in another country? How about living

We’ve heard this hundreds of time... 'I wish someone had warned me about this when I retired.' More

In today's episode, Devin reveals a significant transformation in his professional approach — the tr

Taxing the richest's unearned income—why should it matter to you? This episode peels back the comple

The calculation the IRS uses to determine how you pay taxes on retirement income creates this danger

How about this for a New Year's resolution - PROTECT YOUR ASSETS! In today's show, we bring back one