Cover image of Big Picture Retirement

Big Picture Retirement

If you are planning for, or living in, retirement…this is the show for you.The success of your retirement may depend on how well you planned for the "big picture" and connected the dots of your legal,... Read more

Ranked #1

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#023: How Much Do You Need in Retirement? Use this online calculator to find out.

#023: How Much Do You Need in Retirement? Use this online calculator to find out.

Steve Chen created a retirement planning calculator that anyone can use. The inspiration came from personal experience. ... Read more

5 Jun 2017

21mins

Ranked #2

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#061: What’s The Best Age To File For Social Security

#061: What’s The Best Age To File For Social Security

As you approach your 60s, the hot question becomes, “When should I file for Social Security?” It’s an easy question, rig... Read more

26 Feb 2018

27mins

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#091: Retirement Drawdown Strategies Part 1

#091: Retirement Drawdown Strategies Part 1

When you stop working, you've put aside some money into different types of accounts, and maybe you have a pension, or so... Read more

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Ranked #4

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#077: 5 Smart Reasons to FIle Early for Social Security

#077: 5 Smart Reasons to FIle Early for Social Security

Devin talks about good reasons to file for Social Security at age 62. Every situation is different, and some folks will ... Read more

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Understanding the Parts of Medicare with Danielle Roberts

Understanding the Parts of Medicare with Danielle Roberts

Danielle Roberts explains the different parts of Medicare to us in a way that is easy to understand and follow. This is ... Read more

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#017: The Basics of Social Security that EVERYONE Should Know, Part 1

#017: The Basics of Social Security that EVERYONE Should Know, Part 1

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

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The 5 Types of Trusts (and when they are used)

A trust is a legal entity, just like a corporation or an individual person. All trusts will have an exchange of property... Read more

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#065: How Facebook and the Aging Population Might Impact Your Retirement Plan

#065: How Facebook and the Aging Population Might Impact Your Retirement Plan

The Census Bureau has announced that by 2030, senior citizens (65 and older) will outnumber people aged 18 and under. Wh... Read more

26 Mar 2018

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Ranked #9

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#019: Lessons We Learned from 15 years as Financial Planners, with David Waldrop

#019: Lessons We Learned from 15 years as Financial Planners, with David Waldrop

Experience is a great teacher. David Waldrop has more than 15 years of experience, the same as John and I. He comes on t... Read more

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#068: Roger Whitney on Living Well Today While Planning For Tomorrow

#068: Roger Whitney on Living Well Today While Planning For Tomorrow

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#021: Naming Beneficiaries - How to Avoid Screw-ups

#021: Naming Beneficiaries - How to Avoid Screw-ups

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5 Things To Know About The Secure Act of 2019

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#084: The Backdoor Into the Beautiful Roth IRA

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#002: Jacob and Esau

#002: Jacob and Esau

John shares the story of Jacob and Esau from the Bible to describe one of the most common mistakes people make in retire... Read more

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#032: Why Women Need Better Financial Advice with Russ Thornton

#032: Why Women Need Better Financial Advice with Russ Thornton

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Spring Cleaning - the Financial Edition

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#092: Retirement Drawdown Strategies Part 2

#092: Retirement Drawdown Strategies Part 2

Part 2 in our series. In this episode we answer the question "How are you going to take your money out so that it lasts?... Read more

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#025: What to do when Someone Dies

#025: What to do when Someone Dies

Death is never a pleasant topic. What is less pleasant is passing away suddenly with no planning in place and no way to ... Read more

19 Jun 2017

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#004: Listeners Questions - Wills vs Trusts, and is there any truth behind the Social Security Gun Ban

#004: Listeners Questions - Wills vs Trusts, and is there any truth behind the Social Security Gun Ban

What is truly behind the so-called "social security gun ban"? Also, John digs into the differences between a will and a ... Read more

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#003: Listening to Gurus, with Joe Saul-Sehy

#003: Listening to Gurus, with Joe Saul-Sehy

Who do you listen to for financial advice? Dave Ramsey? Sure Orman? Jim Kramer? Joe Saul-Sehy, a recovering Financial P... Read more

16 Jan 2017

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