business
business · EN
Planning for, or already enjoying, your retirement? This is the show for you.The success of your retirement hinges on how well you connect the dots between legal, tax, and financial planning. Join your hosts John Ross, JD and Devin Carroll, CFP® as they dig beneath the surface to help you gain the confidence and clarity needed to navigate your retirement journey successfully.
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Contact path
Verified email
Booking probability
37%
Guest openness
Selective
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Signup to Generate a PitchPlanning for, or already enjoying, your retirement? This is the show for you. The success of your retirement hinges on how well you connect the dots between legal, tax, and financial planning.
Recent episodes include "Dolly Parton Had an Estate Plan. So What Went Wrong?" (12 October 2026, 42 minutes), "A Very Rare Opportunity for Retirees" (5 October 2026, 31 minutes), and "7 Social Security Rules Every Retiree Needs to Know" (21 September 2026, 39 minutes).
Big Picture Retirement® publishes roughly every two weeks, with episodes averaging 31 minutes across 313 episodes.
Booking probability for Big Picture Retirement® is 37%, and the host is rated Selective on guests. Big Picture Retirement® requires a Pod Score of 80 or higher. Big Picture Retirement®'s contact route on record: verified email.
The strongest fits for Big Picture Retirement® are Investing & Wealth Management and Law & Legal Services. Big Picture Retirement® has a business audience.
Big Picture Retirement® is a business podcast with 313 episodes published.
Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.
Big Picture Retirement®
Dolly Parton had hundreds of millions of dollars, sophisticated estate planning, and a plan for what would happen after she was gone. Yet conflict still followed her death. In this episode, we look at what happened and...
Big Picture Retirement®
Stocks are near record highs while fixed-income yields are at levels we haven't seen in nearly 20 years. That combination may give retirees an unusual opportunity—but taking advantage of it requires thinking differently...
Big Picture Retirement®
Smart retirees can still miss important Social Security rules. In this episode, we cover 7 common rules that even well-informed retirees often overlook, and how those blind spots can affect taxes, benefits, and the...
Big Picture Retirement®
Can AI really help you create an estate plan, or could it create problems your family won't discover until it's too late? In this episode, we review a real Texas will and uncover several surprising issues involving...
Big Picture Retirement®
Do retirees actually run out of money? After reading hundreds of real retirement stories from people who did, one pattern became clear: it usually wasn't poor investing that caused the problem. In this episode, we...
Big Picture Retirement®
Can your brokerage firm actually stop you from accessing your own money? In this episode, we walk through a real case involving a $3 million retirement account, explain when firms are allowed to place a temporary hold...
Big Picture Retirement®
<p >Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through their individual firms. </p> <p >📍Contact Devin's team at https://carrolladvisory.co/podcast1 </p>...
Big Picture Retirement®
<p >Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through their individual firms. </p> <p >📍Contact Devin's team at https://carrolladvisory.co/podcast1 </p>...
Big Picture Retirement®
<p >Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through their individual firms. </p> <p >📍Contact Devin's team at https://carrolladvisory.co/podcast1 </p>...
Big Picture Retirement®
<p >Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through their individual firms. </p> <p >📍Contact Devin's team at https://carrolladvisory.co/podcast1 </p>...
Big Picture Retirement®
<p >Kevin asks about using leveraged ETFs (2x and 3x return) for his retirement savings. LEverage</p> <p >Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John...
Big Picture Retirement®
<p >Ann asks about making qualified charitable distributions from her 457 plan. </p> <p >Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through their...
Big Picture Retirement®
<p >Unless you're listening to this while flying in your own Gulfstream, federal estate taxes probably aren't something you need to worry about. In 2026, they only apply to estates over $15 million, or $30 million for...
Big Picture Retirement®
<p >A listener asks about a spendthrift trust for his adult "airhead" granddaughter. </p> <p >Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through their...
Big Picture Retirement®
<p >More people are using AI tools every day to ask questions, solve problems, and even talk through personal decisions.</p> <p >But many users make one dangerous assumption: that their conversations are completely...
Big Picture Retirement®
<p >Advances in predictive medicine are starting to raise a fascinating question: what if we could estimate our longevity with much greater accuracy?</p> <p >New blood tests and biomarkers are being developed that may...
Big Picture Retirement®
<p >Most people assume the future will look like the recent past. That's called recency bias, and it can quietly wreck a retirement plan.</p> <p >If the market has been strong for years, investors start believing those...
Big Picture Retirement®
<p >Saving for retirement is only half the job. In this episode, we discuss the five financial loose ends that can quietly drain retirement income and why addressing them early creates flexibility and peace of mind.</p>...
Big Picture Retirement®
<p >In this last episode of our Planning for Single Retirees series, we tackle the part of retirement planning that matters most when you don't have a built-in safety net: what happens if you can't manage life or money...
Big Picture Retirement®
<p >The tax planning process doesn't change for single retirees—but the margin for error does.</p> <p >In this episode, we explain why taxes behave differently when there's only one tax bracket, no spousal coordination...
Recent guests on Big Picture Retirement®. Study who booked and why before you pitch.
carrolladvisory
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