Big Picture Retirement

Michael Kitces joins us to discuss the difference between Fiduciary and Suitability Standards and what is happening to the Department of Labor's Fiduciary Rule. Is your Financial Advisor a salesperson or fiduciary looking out for your best interest? For more information, visit http://www.bigpictureretirement.net  

The second type of advisor every retiree needs in their corner is a Financial Advisor. Not everyone needs a financial advisor. But those who are within 10 years of retirement, are too busy to do their own planning, or with complex financial situations can definitely benefit from having a financial advisor. We discuss what to look for when selecting an advisor that matches your desired needs. Be sure to check out more of our resources at http://www.bigpictureretirement.net  

Nobody can obtain the full range of knowledge a person needs to be fully prepared for retirement. Retirees, and those building a retirement portfolio, need an advisory council. Today's episode focuses on how to hire a Tax Advisor: Where to look, what to look for, and what questions do you ask to make sure you're getting the right tax advisor for you. For help understanding more about retirement and preparing for YOUR Big Picture Retirement, visit http://www.bigpictureretirement.net

The last part of 2016 was really good for the stock market and the new year didn’t stop the momentum. Now that the DOW has hit 20,000…what’s next? Joining us to discuss this is Andrew Comstock, the chief investment officer for Castlebar Asset Management. 

What is truly behind the so-called "social security gun ban"? Also, John digs into the differences between a will and a trust. For more, visit http://bigpictureretirement.net

Who do you listen to for financial advice? Dave Ramsey? Sure Orman? Jim Kramer? Joe Saul-Sehy, a recovering Financial Planner and host of Stacking Benjamins joins us to talk about when it's the right time to follow the gurus - and when it's not. He also shares stories from his biggest failures in life to show that he's been right where you are - or worse. Today's show is brought to you by http://SocialSecurityIntelligence.com

John shares the story of Jacob and Esau from the Bible to describe one of the most common mistakes people make in retirement. Please subscribe to the show so you don't miss an episode. For more, visit http://bigpictureretirement.net

What are the Four Corners of Retirement Planning? I'll bet you know them - but do you have a grasp on all four? John and Devin explain each: Health, Taxes, Legal and Income For more information, or to contact us, visit http://bigpictureretirement.net

What is Big Picture Retirement? Hosts Devin Carroll and John Ross, both professionals in the financial industry, launch this new show to help those about to retire or are already retired. For more about us or information about this show, visit http://bigpictureretirement.net