Big Picture Retirement

In this episode, we open the phone lines and talk directly with our listeners to answer their burning questions.   Mark from Maryland starts us off, delving into the graduated progression of taxation. Devin sheds light on the historical backdrop and the ongoing challenges of the Social Security Trust Fund, underscoring the reverberations of past political decisions. Lola from Kansas grapples with the optimal timing of her Social Security benefits claim, juxtaposed against the future of her Medicare once her husband steps into retirement. Devin and John unpack the intricacies of Medicare, particularly when transitioning from an employer offering continued health insurance. Carolyn from North Carolina seeks clarity on the often-misunderstood spousal benefit. Devin elucidates the disparities in benefits between higher earning spouses and their lower or non-earning counterparts. Lastly, Kevin from Indiana, on the brink of his retirement in March, is on the lookout for guidance on navigating his debt, his 457 plan