| 11 | Listener Voicemails: Social Security, Trusts, and IRA Math Mysteries 2024-08-19 |
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| 12 | Listener Q&A: Navigating RMDs, Investment Strategies, and Retirement Income Planning 2024-08-12 |
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| 13 | Listener Q&A: Tax Strategies, Inheritances, Annuities, and More 2024-08-05 |
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| 14 | Listener Q&A: Navigating Taxes, Trusts, and More 2024-07-29 |
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| 15 | Navigating Social Security: Listener Questions Answered 2024-07-22 |
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| 16 | Listener Questions Answered: Reverse Mortgages, Healthcare Before Medicare, and More! 2024-07-15 |
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| 17 | Answering Listener Questions on Social Security 2024-07-08 |
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| 18 | The Power of Donor Advised Funds 2024-06-10 |
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| 19 | Unpacking the New IRS Estate Planning Memo 2024-06-03 |
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| 20 | Too Much of a Good Thing? 2024-05-28 |
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Big Picture Retirement
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 hosts attorney John Ross and financial planner Devin Carroll as they dig beneath the surface to help you gain the confidence and clarity needed to navigate your retirement journey successfully.
