Bear markets bring about a lot of uncertainty. But with the right focus, this can be a time of massive opportunity. In today's episode Devin and John talk about why the current mixture of environments presents a perfect opportunity. 

Big Picture Retirement

The Bear Market's Silver Lining

How does the Coronavirus affect your Social Security benefit and overall retirement income? In today's show Devin and John are covering the ripple effect and talking about what you need to do.

Coronavirus and Your Retirement

How will the the Secure Act impact your retirement plan? In this special episode Devin and John discuss the widely-reported basics of this new law and then cover some of the the advanced planning opportunities that will now be available.

The Secure Act: Part II

It’s been a wonderful ride and we want to thank everyone for listening to the Big Picture Retirement Show. The success of John’s business (rossandshoalmire.com/elderlaw-attorneys) and Devin’s YouTube channel (youtube.com/devincarroll) have created as shortage of time to record new episodes. If you’d like to stay in touch, please join the Facebook group: bigpictureretirement.com/facebook

The Future of Big Picture Retirement

When it comes to rental property, you have to protect yourself in two ways: Your business from your personal issues, and your personal life from your business issues. This week, Devin and John talk about the ways to protect your real estate interests. For more information, visit the show notes at https://www.bigpictureretirement.com/118

Protecting Rental Property

Not long ago, Devin and his brothers inherited some property. Thankfully, this deal went pretty smoothly because they all wanted to sell it. However, not all inheritances go as smoothly. Knowing about the Uniform Partition of Heirs Property Act should make you want to go back to your estate plan, and see how you can amend your estate plan to avoid these potential conflicts. For more information, visit the show notes at https://www.bigpictureretirement.com/117

New Laws for Inheriting Property Jointly

When you're talking about estate planning, and the care of pets, some interesting things can happen. It's not uncommon for people to want to provide for their pets in their wills, whether designating the person who will care for the pet, or providing money to care for the pet. There used to be a lot of pitfalls when creating plans for pets. Technically, an animal is property and the animal has the same legal rights as any other property (like a couch). This is really hard for animal people to comprehend. Get the information you need by listening to this episode. For more information, visit the show notes at https://www.bigpictureretirement.com/estate-planning-for-pets

Estate Planning for Pets

Is it possible that your heirs might disagree with your will? There are many things you can do to reduce or even eliminate fights after you are gone. In this week's episode, elder lawyer John Ross talks about the dos and don'ts of writing a will when you think there might be conflict between your survivors. For more information, visit the show notes at https://bigpictureretirement.com/115

9 Steps If You Expect Your Will To Be Contested

This week's episode includes some reader questions, and a review of the The Setting Every Community Up for Retirement Enhancement Act of 2019 (the SECURE Act). The SECURE Act has passed the House of Representatives, and a similar bill is working in the Senate. For more, visit the show notes at https://www.bigpictureretirement.com/5-things-to-know-about-the-secure-act-of-2019 

5 Things To Know About The Secure Act of 2019

Current reports show there will only be enough money coming into Social Security to pay about 75% of Social Security Benefits. Even if we have record-setting economic numbers, we're very close to being too little, too late. Can a President make changes quick enough to solve the problem? Devin explains how one change can solve the problem, and how other ideas only partially keep Social Security solvent. For more information, visit the show notes at https://www.bigpictureretirement.com/113 

Will Trump Save Social Security

90% of contested probate cases were between the surviving wife and the children of the deceased man. We received an email from a listener whose widowed father met a new woman and let her into his life. However, the kids have some concerns about the new friend, and a little research has shown some concerning information about this person. There is a very specific routine of how people commit elder abuse. Listen as John spells out the secrets of the Financial Abuser's Playbook. For more information, visit the show notes at https://www.bigpictureretirement.net/112 

The Financial Abusers Playbook: Learn Their Secrets

Spring is here, and it's a great time to do some financial spring cleaning. Devin and John go over a few things you want to do: A fee audit Double-check your beneficiary designations. ...and more For more information, visit the show notes at https://www.bigpictureretirement.net/111 

Spring Cleaning - the Financial Edition

"Medicare for All" has been in the news a lot lately. Senator Bernie Sanders thinks insurance companies should be abolished and everyone should get Medicare. So this week, Devin and John talk about the pros and cons of different ideas about expanding Medicare coverage to folks of lower ages. For more information, visit the show notes at https://www.bigpictureretirement.net/110 

Medicare Buy-In at 50

An exclusive interview with Congressman John Larson about the proposed changes to Social Security in the SS2100 Act. For more information, visit the show notes at https://www.bigpictureretirement.net/109 

Social Security Reform with Congressman John Larson

A trust is a legal entity, just like a corporation or an individual person. All trusts will have an exchange of property and three categories of people: The people who create it, called the grantors, or the settlers, or the trust-makers The people in charge of the trust, usually called the trustees The beneficiaries: the people who get the benefit of the trust Devin and John go over the different types of trusts and when to use them. For more information, visit the show notes at https://www.bigpictureretirement.net/108 

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

If you are planning for, or living in, retirement…this is the show for you. Understanding the big picture is critical for a successful retirement. Whether or not your retirement is a success may depend on how well you planned when connecting the dots of your legal, tax and financial plan. In this show, we’ll dig beneath the surface and discuss how you should apply this planning with your hosts- attorney John Ross and financial planner Devin Carroll. 

hubhopper

Big Picture Retirement

hubhopper