Big Picture Retirement artwork

Big Picture Retirement

200 episodes - English - Latest episode: 4 days ago - ★★★★★ - 366 ratings

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, 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.

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Episodes

3 Types of Investors Who Should Avoid A Flat Fee Financial Advisor

March 25, 2024 09:30 - 23 minutes - 23.4 MB

Flat-fee financial advisors aren’t for everyone. In fact, there are three types of investors who should steer clear of flat-fee financial advisors. In today’s episode, we’ll talk about who should avoid hiring a flat fee advisor and either do it on their own or hire a traditional % of AUM advisor. If you’re thinking "I love the Big Picture Retirement podcast” please consider rating and reviewing this show! This helps us support more people -- just like you -- move toward a confident retirem...

The Surprising Way to Save Social Security (Without Raising Taxes or Cutting Benefits)

March 13, 2024 09:30 - 27 minutes - 26.7 MB

Could the solution to saving Social Security be so glaringly obvious that it has been overlooked, or perhaps even ignored, due to political power dynamics? The concern about the insolvency of the Social Security trust fund looms large as the program faces financial instability, raising fear of increased taxes or reduced benefits for future beneficiaries. However, there is a glimmer of hope. This system can be fixed without resorting to raising taxes or slashing benefits. If you’re thinking...

The Unplanned Journey: Grandparents Raising Grandchildren in Retirement

March 04, 2024 10:30 - 41 minutes - 41.8 MB

Description: In todays episode, we talk about the unexpected turns retirement can take, particularly when individuals find themselves in the role of raising a grandchild. This shift in family dynamics can significantly alter one’s retirement experience, extending far beyond the obvious impact on travel plans. We'll explore the various aspects that come into play, including the financial ramifications and the adjustments needed in estate planning If you’re thinking "I love the Big Picture R...

The Risk of Grey Divorce

February 27, 2024 10:30 - 29 minutes - 28.5 MB

In today's episode, we'll dive into the intriguing phenomenon of Grey Divorce, which refers to divorces occurring among individuals aged 50 and above. Surprisingly, while the overall divorce rate is on the decline, Grey Divorce is on the rise. Join us as we explore the reasons behind this trend and provide a few thoughts on how to proactively prevent it from happening or protect yourself if it does. If you’re thinking "I love the Big Picture Retirement podcast” please consider rating and r...

How to Determine Your Risk Tolerance

February 19, 2024 10:30 - 21 minutes - 20.5 MB

In this episode, we explore an unrefined, yet accurate, approach to determining your risk tolerance.  Beyond traditional risk tolerance questionnaires that often fluctuate with market conditions, we introduce two key criteria: Freak Out Number - Discover how to assess your decline tolerance in dollar terms, examining at what point you'd feel the need to make significant changes to your portfolio. We address the impact of market fluctuations on risk perception and why it's essential to cu...

Unlocking the Ex-pat Dream: Debunking Myths and 2024's Top Destinations

February 13, 2024 10:30 - 31 minutes - 30.7 MB

Ever dreamed about retiring to a sunny beach or quaint village in another country? How about living a life of luxury for less than $3,000 per month? In today's episode, we're debunking common myths and discussing the challenges of living abroad, while also highlighting the top destinations to consider moving to in 2024. If you’re thinking "I love the Big Picture Retirement podcast” please consider rating and reviewing this show! This helps us support more people -- just like you -- move to...

5 Things Nobody Tells You About Retirement

February 05, 2024 10:30 - 33 minutes - 31.8 MB

We’ve heard this hundreds of time... 'I wish someone had warned me about this when I retired.' More often than not, they're referring to one of five key challenges that catch many retirees by surprise. In today's episode, we're diving into each of these five areas. If you're on the cusp of retirement, this is crucial viewing to help you steer clear of unexpected hurdles and enter this new phase of life with confidence. Pay particular attention to the last point–it's the most frequently men...

3 Reasons You Should Choose A Flat Fee Financial Advisor

January 16, 2024 10:30 - 40 minutes - 39 MB

In today's episode, Devin reveals a significant transformation in his professional approach — the transition to a flat fee structure. After a period of subtle hints, the change is now official and marks a new chapter for his firm. Join Devin and John as they discuss the motivations behind this decision, the considerable reduction in firm revenue to make the shift, and the reasons behind the growing popularity of this business model. They'll also dive into why consumers should seriously conte...

Beyond Billionaires: The Ripple Effect of Taxing Unrealized Gains

January 08, 2024 10:30 - 21 minutes - 21 MB

Taxing the richest's unearned income—why should it matter to you? This episode peels back the complexities of the proposed legislation targeting billionaires' unrealized capital gains to examine its broader consequences. We get into how this potential tax shift could create waves that may lap at the financial foundations of everyday investors.  If you’re thinking "I love the Big Picture Retirement podcast” please consider rating and reviewing this show! This helps us support more people --...

Encore: The Retirement Tax Torpedo

January 02, 2024 10:00 - 43 minutes - 40.7 MB

The calculation the IRS uses to determine how you pay taxes on retirement income creates this danger zone where taxes can be SIGNIFICANTLY amplified. And if you fall into this danger zone, you could pay a MUCH higher tax rate on some of your retirement income. In this encore episode, we talk about how you can avoid the pitfall of paying way too much in taxes on that income. Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through th...

Encore: Asset Protection for Personal Property

December 26, 2023 10:00 - 39 minutes - 48.9 MB

How about this for a New Year's resolution - PROTECT YOUR ASSETS! In today's show, we bring back one of our most downloaded episodes where John covered the details on what to do with your personal property that could be exposed to creditors and ambulance-chasing attorneys.  Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through their individual firms.  Contact Devin’s team at https://www.carrolladvisory.com/  Contact John’s te...

Encore: 6 Social Security Mistakes That Can Damage Your Retirement

December 18, 2023 10:00 - 50 minutes - 57.8 MB

In today's encore episode, we're talking about how to avoid the six most common Social Security mistakes. Some of these mistakes can be easily corrected. However, others can result in long-term or even permanent damage.  In today's episode, John and I talk about: Small missteps that cause overpayment notices Miscalculating spousal and survivor benefits Avoidable earning’s record errors The Social Security tax bomb Relying on the SSA for your advice Using software to make decisio...

Encore: Tax Loss (and Gain!) Harvesting with Andy Panko

December 11, 2023 12:00 - 35 minutes - 39.1 MB

Another special encore episode just in time for year end. Managing taxes in retirement may have a greater impact than any other single cost-saving measure you take. Today, we're replaying our epsiode with Andy Panko for a discussion into tax loss harvesting, and one that doesn't get a lot of attention...tax GAIN harvesting.  Visit Andy's Facebook group Taxes In Retirement https://www.facebook.com/groups/495122561395942  Listen to Andy's podcast Retirement Planning Education at https://po...

Encore: The Fine Print of Beneficiary Designations

December 04, 2023 10:00 - 40 minutes - 47.3 MB

Today we're bringing back a fan favorite from 2022. The Fine Print of Beneficiary Designations. This is something that seems straightforward at first glance - just fill out a form naming the people you wish to inherit your account in the event that you pass away.  Seems simple enough, right? What lurks in the background is some nuance contained within these designations that may result in unexpected outcomes. Two examples: -Not properly designating per stirpes vs. pro rata can actu...

Encore Episode: 3 Reasons for Roth Conversions

November 28, 2023 10:00 - 30 minutes - 27.5 MB

Today we're bringing back one of our most downloaded episodes: The Three Reasons for Roth Conversions.  We released this back in May of 2023 and it’s already shot up to be one of the most listened-to episodes we’ve ever recorded. That’s really no surprise because Roth conversions have become a hot topic, and for good reason too. After paying taxes for all the years you’ve worked, who doesn’t want to try to reduce the taxes they’ll pay in retirement? But…a Roth conversion doesn’t make sense...

The Vanguard Verdict: How Advisors Boost Returns by 3%

November 20, 2023 10:30 - 32 minutes - 31.3 MB

In today's episode, we discuss an eye-opening study from Vanguard, a leader in the DIY investing space. In this report, they cover how partnering with a financial advisor could potentially amplify your average annual return by a notable 3%. (Hint…it’s more than just “doing your investments.”) We'll break down the methodology behind this report and explore the nuances of the value an advisor brings to the table. To get on the same page, you can find the report here: https://advisors....

The Corporate Transparency Act: New Rules for LLCs and Small Businesses

November 13, 2023 10:30 - 28 minutes - 28.5 MB

In 2021, the Corporate Transparency Act (CTA) was enacted with the goal of unveiling hidden ownership structures and counter illicit financial undertakings. Yet, while its implications are far-reaching, the conversation has largely missed a pivotal audience: owners and operators of LLCs and small businesses. These groups, despite being at the heart of the Act's purview, have received little guidance or clarity on the changes ahead. With the CTA's effective date of January 1, 2024, rapidly ap...

This Is Why You PAY YOUR ADVISOR!

November 07, 2023 10:30 - 29 minutes - 30.7 MB

In this episode, we open the phone lines and talk directly with our listeners to answer their burning questions. Kristen from California is at a crossroads post-retirement. At 61, she's contemplating drawing from her Social Security benefits but is held back by the perplexing windfall provision. Dive in as we shed light on its legislative history and the possible shift to the Public Servant Fairness Formula. Blair in Florida, a proud dual citizen of Canada and the U.S., kicks off his cal...

The Surprisingly Hardest Part of Retirement

October 30, 2023 09:30 - 36 minutes - 35.2 MB

For countless retirees, the greatest challenge isn't saving money, but spending it. After years of diligent saving, the transition to drawing down those hard-earned funds can be fraught with anxiety and uncertainty. But what if there was a way to ease this tension? In this episode, we explore the often unexpected emotional hurdles of retirement spending and reveal the antidote: a well-defined plan. With the right roadmap, retirees can grant themselves permission to spend, savoring the fruits...

Social Security In Digital Dollars Only?!?

October 16, 2023 09:30 - 35 minutes - 37.8 MB

In this episode, we open the phone lines and talk directly with our listeners to answer their burning questions. Suzanne's Dilemma - Suzanne from California is on the brink of retirement and finds herself at a crossroads regarding her Social Security collection and marriage. With a mix of emotions, financial goals, and intricate social security rules, we navigated her through her options and potential benefits.   Richard's Inquiry - Richard from Massachusetts brought up a probing ques...

Straight From Our Inbox: Listener Voicemails and more

October 09, 2023 09:30 - 49 minutes - 45.8 MB

In today's episode, Devin and John answer a few questions from listener's voicemails! Join us as we dissect these questions, providing you with actionable insights and strategies to give you clarity and confidence about your retirement. 🎙️📈👥 If you’re thinking "I love the Big Picture Retirement podcast” please consider rating and reviewing this show! This helps us support more people -- just like you -- move toward a confident retirement. Just scroll down to the “ratings and reviews” sec...

Is Your Advisor Worth 1%?

October 02, 2023 09:30 - 27 minutes - 25.9 MB

In this episode, we dive into the real worth of a financial advisor. If they're only offering investment management or just lightly touching upon financial planning, is that 1% fee justifiable? Then Devin and John talk about the evolution of how compensation for advice has changed – from its commission-based roots to percentage-based asset management fees, and now, towards the emerging trend of flat fee charges. If you’re thinking "I love the Big Picture Retirement podcast” please consider...

LLC Protection: Myths, Realities, and Navigating Personal Judgments

September 25, 2023 09:30 - 20 minutes - 19.9 MB

In this episode, John dives deep into the intricacies of charging orders for LLCs. If you own an LLC, what happens when there's a personal judgment against you? How do state laws influence the level of protection? Many view LLCs as a protective measure, especially when holding valuable assets like real estate. Yet, while these structures are designed to offer a shield, are there circumstances where one's personal liabilities can affect their business assets? From understanding the foundati...

On Air - Your Software Is Getting It WRONG

September 21, 2023 09:30 - 23 minutes - 20.8 MB

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 h...

Will Roth IRAs Become Taxable?

September 18, 2023 09:30 - 19 minutes - 19.4 MB

Is it possible that Roth IRAs will be taxable in the future?  Could they change the rules and start including the distributions from a Roth as part of your taxable income?  If you’re thinking "I love the Big Picture Retirement podcast” please consider rating and reviewing this show! This helps us support more people -- just like you -- move toward a confident retirement. Just scroll down to the “ratings and reviews” section, tap to rate with five stars, and select “Write a Review.” Then ...

Has the IRS Ended the Step-Up Basis for Trusts?

September 11, 2023 09:30 - 32 minutes - 31.3 MB

In this episode, we dive into the recent IRS revenue ruling that has the financial and estate planning communities buzzing. The possibility that trust accounts may no longer benefit from a step-up in basis has caused some panic among individuals who have used trust planning as the cornerstone of their estate plans. For decades, the step-up in basis has been a cornerstone of estate planning, allowing assets to pass on to heirs with a new cost basis set at the date of the original owner's deat...

Straight From Our Inbox: Listener Voicemails on Social Security and More

September 05, 2023 09:30 - 35 minutes - 33.3 MB

In today's episode, Devin and John answer a few questions from listener's voicemails. Here's a glimpse of what we discuss: Carol wonders if her husband can start collecting Social Security on her benefits, despite her already receiving hers. Cynthia brings a multifaceted query on government pensions, deceased spouse benefits, and the intricacies surrounding her mother’s and stepfather’s financial landscape. Michael seeks clarity on the Secure Act 2.0, especially regarding Qualified Char...

Most Common Filing Age, Roth Conversions, and More

August 14, 2023 09:30 - 19 minutes - 27.6 MB

 In today's episode, Devin answers some of the most common questions he receives. What's the most common age to file for Social Security? Social Security Income Limit: Single or Joint Income? Full Retirement Age Increasing to 70? Spousal Benefits Calculation Can I undo a Roth Conversion? If you’re thinking "I love the Big Picture Retirement podcast” please consider rating and reviewing this show! This helps me support more people -- just like you -- move toward a confident retirem...

Should You Loan Money to Friends and Family?!

July 31, 2023 09:30 - 52 minutes - 44.5 MB

Loaning money to family and friends can be seen as a generous act when they're caught in a financial crunch. However, such acts often come with a caveat - they tend to ruin relationships. If you're diligent about saving money, it's probable that your friends and family members will be aware of this fact, even if your lifestyle isn't extravagant. Consequently, you may find yourself being viewed as a potential provider of funds for others' financial emergencies or poor financial planning. In t...

Retirement Reality Check: Should YOU Be Worried?

July 17, 2023 09:30 - 27 minutes - 26.5 MB

Description: In this episode we dive into a recent eye-opening report from the Center for Retirement Research. The data reveals a surprising disconnect: while a significant number of pre-retirees remain nonchalant about their retirement, their current savings are far from adequate to support their post-retirement lifestyle. As anxiety and fear disorders are soaring to all-time highs, it's perplexing that the future uncertainty of retirement isn't triggering more concern. Could this be a symp...

Unmasking the IUL Sales Pitch with Andy Panko

July 10, 2023 09:30 - 44 minutes - 41.6 MB

In this episode we tackle the topic of Indexed Universal Life Insurance (IUL), a product often peddled by salespeople as the ultimate retirement solution. However, is all as it seems? We're delighted to welcome guest expert Andy Panko of Tenon Financial and host of the Retirement Planning Education podcast. Together, we dissect the IUL strategy, shedding light on the hidden truths and outright falsehoods often used in selling these products. Join us as we debunk myths, clarify complexities, ...

What is a Female? Why Definitions Matter In Estate Planning

July 03, 2023 09:30 - 25 minutes - 24.9 MB

In the world of estate planning, words hold immense power. Does your estate plan have a definitions page that clearly defines the key terms? If not, there could be massive issues down the road. If you’re thinking "I love the Big Picture Retirement podcast” please consider rating and reviewing this show! This helps us support more people -- just like you -- move toward a confident retirement. Just scroll down to the “ratings and reviews” section, tap to rate with five stars, and select “Wri...

The 5 Surprise Retirement Expenses

June 19, 2023 09:30 - 30 minutes - 28.6 MB

Retirement is often seen as a time of financial stability, but for many people, it can come with several surprises. Here are five retirement surprises you should be aware of, along with examples of how they can impact your retirement strategy. If you’re thinking "I love the Big Picture Retirement podcast” please consider rating and reviewing this show! This helps me support more people -- just like you -- move toward a confident retirement. Just scroll down to the “ratings and reviews” sec...

Inheritance Missteps: Navigating Trusts and Children

June 12, 2023 09:30 - 26 minutes - 24.9 MB

In this episode, John and Devin dive into some of the nuances of inheritance planning, particularly when it comes to setting up trusts for children. As is the case with most important things, there are lots of hidden "gotchas" that can have unintended consequences. If you’re thinking "I love the Big Picture Retirement podcast” please consider rating and reviewing this show! This helps me support more people -- just like you -- move toward a confident retirement. Just scroll down to the “ra...

Lessons Learned from a Heart Attack

June 05, 2023 09:30 - 36 minutes - 33.9 MB

Devin shares a personal story of how technology and a professional's inability to interpret the output of that technology led to financial and psychological consequences. The experience was as eye-opening as it was terrifying and taught Devin a valuable lesson about the importance of second opinions and the limitations of relying solely on technology or established routines. Devin's story doesn't stop at the medical mishap. Drawing parallels with the financial advisory industry, he discuss...

4 Things Singles Should Know About Filing for Social Security

May 31, 2023 09:00 - 27 minutes - 27.8 MB

Navigating the Social Security filing process as a single individual can be a daunting task. The considerations you need to make differ from those of married couples. In this episode, we aim to simplify this process and provide you with the essential information you need before filing for Social Security. Reasources mentioned in this episode: SSI Blog: Survivors’ Benefits: Exceptions to the Marriage Length Requirement -  https://www.socialsecurityintelligence.com/survivors-benefits-exce...

Direct Indexing: Revolutionizing Investment Strategies or Just Hype?

May 23, 2023 09:30 - 26 minutes - 26.3 MB

In this week's episode of the Big Picture Retirement podcast, we dive deep into the world of Direct Indexing. As a fairly new approach in the investment ecosystem, it promises tailored portfolio customization and potentential tax optimization. But are these benefits worth the potential pitfalls and complexities? Today Devin is joined by Alec and Alexander, two members of the advisory staff at Carroll Advisory group to discuss the ins and outs, the pros and cons, and whether this new investme...

The Optimal Retirement Withdrawal Strategy

May 15, 2023 09:30 - 21 minutes - 20.3 MB

The sequence that you use to withdraw your money in retirement can make a massive difference in the amount of taxes you pay AND how long your money lasts. In today's episode, we're talking about an alternate way to think about taking withdrawals that very few people are talking about. If you’re thinking about retiring, or you’ve just retired, you’re going to be glad you listened to this episode. If you’re thinking "I love the Big Picture Retirement podcast” please consider rating and revie...

3 Reasons for Roth Conversions

May 08, 2023 09:30 - 26 minutes - 25 MB

Roth conversions have become a trending topic, and for good reason. After paying taxes throughout one's life, it's desirable to strategically reduce taxes during retirement, if feasible. Nevertheless, the viability of a Roth conversion depends on individual circumstances, and after reviewing hundreds of Roth conversion plans, we've observed three primary reasons why a Roth conversion may be beneficial. In this episode, we'll explore each of these reasons. If you’re thinking "I love the Big...

How Divorce Attorneys Miss the Big Picture

May 01, 2023 09:30 - 28 minutes - 27 MB

While divorce may mark the end of a marriage, it is also a critical juncture in a person's financial and estate planning, as it can significantly impact their future wealth, retirement, and inheritance. In this context, divorce attorneys who fail to consider the bigger picture of estate and financial planning may unwittingly leave their clients vulnerable to financial pitfalls and missed opportunities.  If you’re thinking "I love the Big Picture Retirement podcast” please consider rating a...

The 5 Phases of Saving for Retirement

April 24, 2023 09:30 - 31 minutes - 29.8 MB

Saving for retirement is a lifelong process that unfolds through various stages. While the steps may differ based on individual circumstances, a general framework can be outlined. Each stage requires a different approach to ensure a secure and comfortable retirement. If you’re thinking "I love the Big Picture Retirement podcast” please consider rating and reviewing this show! This helps me support more people -- just like you -- move toward a confident retirement. Just scroll down to the “...

Reverse Mortgages- Understanding the Pros and Cons

April 03, 2023 09:30 - 40 minutes - 38.7 MB

"Is a reverse mortgage a good idea? It could be but there are certainly some pros and cons to think about before signing those papers. In today's episode, we break down what you should know." If you’re thinking "I love the Big Picture Retirement podcast” please consider rating and reviewing this show! This helps me support more people -- just like you -- move toward a confident retirement. Just scroll down to the “ratings and reviews” section, tap to rate with five stars, and select “Write...

The Retirement Tax Torpedo

March 27, 2023 15:37 - 42 minutes - 40.6 MB

The calculation the IRS uses to determine how you pay taxes on retirement income creates a danger zone where taxes can be SIGNIFICANTLY amplified. If you fall into this danger zone, you could pay a MUCH higher tax rate on your retirement income. 

Are Your Investment Accounts Safe?

March 20, 2023 09:30 - 44 minutes - 44.9 MB

The big news lately has been about bank failures. Since the banking industry is closely tied to the investment business, this has raised the question, “Are my investments safe? What happens if my brokerage company or asset custodian goes out of business?" In today's episode we'll dive in and tell you what is, and what is not, covered. If you’re thinking "I love the Big Picture Retirement podcast” please consider rating and reviewing this show! This helps us support more people -- just l...

Get The Most From Your Pension

March 13, 2023 10:30 - 27 minutes - 26.5 MB

For those with a pension, the retirement planning decision is not as cut-and-dried as it seems on the surface. Should you take a lump sum, should you wait about taking it, and what are the rules specific to your pension plan? In today’s episode we’re joined by Jeremy Keil from the Retirement Revealed podcast to discuss some of the most important points to consider when making this decision.  Find the Retirement Revealed podcast at https://keilfp.com/blogpodcast/  Jeremy’s podcast episode...

The IRS Dirty Dozen

March 06, 2023 10:30 - 47 minutes - 44.6 MB

Every year, the "Dirty Dozen" list is compiled to warn taxpayers of common scams that they may encounter at any time. However, many of these fraudulent schemes tend to increase during the tax filing season when individuals are preparing their tax returns or seeking professional assistance. It is crucial to remain vigilant and avoid falling victim to these scams. If you’re thinking "I love the Big Picture Retirement podcast” please consider rating and reviewing this show! This helps me supp...

The 4 Challenges Of Retirement

February 20, 2023 10:30 - 42 minutes - 44.4 MB

For many people, the thought of retirement brings up images of relaxation and happiness. However, retiring can also be a time of great challenge. In this episode, we'll discuss the four major challenges that retirees face and provide actionable tips for overcoming them. If you’re thinking, "I love the Big Picture Retirement podcast” please consider rating and reviewing this show! This helps me support more people -- just like you -- move toward a confident retirement. Just scroll down to t...

Can ChatGPT Replace Your Lawyer (or other professional advisor)?

February 13, 2023 10:30 - 36 minutes - 37.3 MB

In this episode, we explore the rapidly evolving field of AI and its potential impact on the world of professional advising. Can a machine like ChatGPT truly replace the expertise and personal touch of a human advisor? Today we put AI to the test.  If you’re thinking "I love the Big Picture Retirement podcast” please consider rating and reviewing this show! This helps me support more people -- just like you -- move toward a confident retirement. Just scroll down to the “ratings and reviews...

Listener Voicemails - Answering More Social Security Questions

February 06, 2023 10:30 - 26 minutes - 24.7 MB

Answering listener questions is becoming our favorite episode to record. Today we go back to the voicemail to answer several questions on Social Security.  Want to ask Devin or John your question? Just visit https://www.bigpictureretirement.com/ and look for the tab on the right side that says “Send A Voicemail.”  Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through their individual firms.  Contact Devin’s team at https://ww...

Finding the Right Tax Advisor

January 30, 2023 10:30 - 31 minutes - 28.6 MB

Finding the right tax advisor can be a frustrating experience. Today, we talk to Steven Jarvis, CPA about the steps you should take when looking for a new advisor to help you with taxes.  Steven is the owner of Retirement Tax Services and aims to bridge the gap between tax professionals, financial advisors, and their mutual clients to help reduce most people's largest expense in retirement: taxes! You can also find him (along with past guest Benjamin Brandt) on his podcast The Retirement ...

Guests

Joe Saul-Sehy
3 Episodes
David Stein
2 Episodes
Roger Whitney
2 Episodes
Clayton Morris
1 Episode
Michael Kitces
1 Episode