| 51 | Has the IRS Ended the Step-Up Basis for Trusts? 2023-09-11 |
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| 52 | Straight From Our Inbox: Listener Voicemails on Social Security and More 2023-09-05 |
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| 53 | Most Common Filing Age, Roth Conversions, and More 2023-08-14 |
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| 54 | Should You Loan Money to Friends and Family?! 2023-07-31 |
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| 55 | Retirement Reality Check: Should YOU Be Worried? 2023-07-17 |
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| 56 | Unmasking the IUL Sales Pitch with Andy Panko 2023-07-10 |
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| 57 | What is a Female? Why Definitions Matter In Estate Planning 2023-07-03 |
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| 58 | The 5 Surprise Retirement Expenses 2023-06-19 |
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| 59 | Inheritance Missteps: Navigating Trusts and Children 2023-06-12 |
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| 60 | Lessons Learned from a Heart Attack 2023-06-05 |
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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.
