Big Picture Retirement
Summary: 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.
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- Artist: Devin Carroll and John Ross
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This week, Rob asks about sending the distributions from an Individual Retirement Arrangement (IRA) to a charity.
Women often have different financial needs than men, and even more when there has been a change in their marital situation. Russ Thorton of Wealthcare for Women works with financial planning for women. Whether through death or divorce, newly single women may need special advice and expertise to move forward financially. For more information, go to http://www.bigpictureretirement.net/episode-32-women-need-better-financial-advice-guest-russ-thornton
Many current retirees have a background of military service. Benefits from military service can become a big part of the retirement planning picture, but it can be hard to know what benefits are available and how you can use them. Devin and John talk about military-related benefits and how to get information about them. For more information, visit http://bigpictureretirement.net
So you find yourself retiring in a 2nd marriage? Here are some things you need to know: Are any existing Prenups complete with a full itemization of assets and debts? Will you be forfeiting or gaining any unknown benefits? What about Long Term Care situations or the potential of Medicare situations? For more information and resources, go to http://www.bigpictureretirement.net
#029: Disinheriting a Spouse and How to Say NO to an Adult Child’s Request for Money
#028: Quarterly Perspective Q2 2017, with Andrew Comstock
#027: AgeProof - Living Longer Without Running Out of Money or Breaking a Hip
#026: Who To Talk To At Your Social Security Office
#025: What to do when Someone Dies
#024: Keep the Original Will, and Rental Income in Retirement
#023: How Much Do You Need in Retirement? Use this online calculator to find out.
#022: 5 Lessons Learned from Market Declines
#021: Naming Beneficiaries - How to Avoid Screw-ups
#020: Listener Questions about Moving IRAs back into a 401k, and Social Security for Grandkids raised by Grandparents
#019: Lessons We Learned from 15 years as Financial Planners, with David Waldrop
