Planning for, or already enjoying, your retirement? This is the show for you. The success of your r
In the world of estate planning, words hold immense power. Does your estate plan have a definitions
Retirement is often seen as a time of financial stability, but for many people, it can come with sev
In this episode, John and Devin dive into some of the nuances of inheritance planning, particularly
Devin shares a personal story of how technology and a professional's inability to interpret the outp
Navigating the Social Security filing process as a single individual can be a daunting task. The con
In this week's episode of the Big Picture Retirement podcast, we dive deep into the world of Direct
The sequence that you use to withdraw your money in retirement can make a massive differe
Roth conversions have become a trending topic, and for good reason. After paying taxes throughout on
While divorce may mark the end of a marriage, it is also a critical juncture in a person's financial
Saving for retirement is a lifelong process that unfolds through various stages. While the steps may
"Is a reverse mortgage a good idea? It could be but there are certainly some pros and cons to think
The calculation the IRS uses to determine how you pay taxes on retirement income creates a danger zo
The big news lately has been about bank failures. Since the banking industry is closely tied to the
For those with a pension, the retirement planning decision is not as cut-and-dried as it seems on th
Every year, the "Dirty Dozen" list is compiled to warn taxpayers of common scams that they may encou
For many people, the thought of retirement brings up images of relaxation and happiness. However, re
In this episode, we explore the rapidly evolving field of AI and its potential impact on the world o
Answering listener questions is becoming our favorite episode to record. Today we go back to the voi
Finding the right tax advisor can be a frustrating experience. Today, we talk to Steven Jarvis, CPA
Today we go to the voicemail and answer some of our listeners questions. If you want to leave ask a
