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Big Picture Retirement

Devin Carroll and John Ross

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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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Your Money, Your Wealth

Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

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A "Top 10 Personal Finance Podcast" and "Top 12 Retirement Podcast" (US News & World Report, 2023). One of the "10 Best Personal Finance YouTube Channels" (CardRates, 2023). “Best Retirement Podcast With Humor” (FIPhysician, 2020, 2021, 2022, 2023). Learn strategies that can help you retire successfully. Financial advisor Joe Anderson, CFP® and certified public accountant Big Al Clopine, CPA are making fun out of finance as they answer your money questions and spitball on your 401k, IRA, Rot ...
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Mastering Money is hosted by Certified Income Specialist Steve Jurich. Steve's comments have been seen on MarketWatch, CNBC.com, Bloomberg, and TheStreet.com. Steve is joined on most days by Money Radio favorite Sinclair Noe as well as experts and authors from the world of Wall Street and real estate. New episodes published every weekday at 9am PST. Listen every weekday to get a handle on emerging market trends, asset allocation strategies, social security, medicare, RMD planning, tax strate ...
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Retirement Road Map®

Derek Gregoire, Keith Ellis, and Matthew Peck

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Welcome to the Retirement Road Map by SHP Financial—a podcast empowering today's retirees and pre-retirees to make well-informed financial decisions that will help you spend more time living and dreaming, than worrying and wondering. Join SHP Financial Co-Founders Derek Gregoire, Keith Ellis, and Matthew Peck, CFP® CIMA®, as they share actionable financial strategies and insights, as well as interview top thought leaders in the world of finance, accounting, and estate planning. The SHP trade ...
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The Guided Retirement Show is here to be your guide as you travel to and through a successful retirement. When you go on a vacation, you may think it’s something you can do on your own and that may be true. If the destination is the Grand Canyon and your only goal is to stand on the south rim of the Grand Canyon to see it, then it’s probably easy enough without a guide. But what if you're taking a trip to the Amazon and you've never been there before? You know the rivers can be dangerous, th ...
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All episodes available on video - www.keithsvideos.com All you need to know about Medicare. Host Keith Armbrecht, founder of Medicare on Video, discusses the different parts of Medicare. Everything from Medicare Parts a and B to how to choose a Medicare supplement plan. Keith goes over in detail the things that you need to do when either you are turning 65 or are retiring and coming of your group plan. Keith makes it easy to get all of your pieces in the right places.
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Jake Of All Trades

Jake Nuno: Financial Advisor and Financial Guru

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Every week Jake Rivas, Financial Advisor To Millennials, will hit the streets, coffee shops, and restaurants to get raw feedback from YOU about the real financial obstacles you are facing today. Jake will help you take the guesswork out of managing your money choices while curating and sharing the best advice and insights into making smart money choices. Jakes Two Cents will help you navigate credit, financial debt, saving for the future, student loans, mortgages, travel, money, lifestyle, a ...
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show series
 
The Federal Reserve and Jerome Powell want to keep rates higher for longer to battle inflation, but things are starting to break. Banks have failed and more could be on the way. Commercial real estate is one area where higher rates have slowed demand and removed buyers from the equation. Commercial Office Building Defaults are looming, we’ll reveal…
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Most Americans had never heard Vice Presidential candidate JD Vance speak at length on the issues of the day. He is humble, articulate, and authoritative with wide appeal to all age groups, genders, and economic strata. We'll hear him speak in the Market Intel segment, then in Segment 3, we'll dig into advanced planning strategies for 401ks and IRA…
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Millennials are taking a stand for America, in a throwback to 1940s ideals. It's downright exciting because more and more of them want a better life, not victimhood or gender politics. We'll hear some excerpts from a leading Millennial in the Market Intel Segment, then Medicare and Health insurance expert Shelley Grandidge joins us. MASTERING MONEY…
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In a major turn of events, Silicon Valley venture capitalists and a number of Silicon CEOs are throwing their full support behind the Republican Donald Trump.Some of them are swinging to Trump due to his pick for Vice President, a former Venture Capitalist himself, JD Vance. An inside story on Vance and which Silicon Valley heavies are jumping aboa…
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How is Kimberly’s strategy for reducing her retirement taxes by doing Roth conversions and qualified charitable distributions? Is Patrick’s tax loss harvesting transaction a wash sale? At what marginal tax rate should Brian stop making Roth 401(k) contributions? Joe Anderson, CFP® and Big Al Clopine, CPA are back this week on Your Money, Your Wealt…
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Today on Mastering Money...It’s a MOTLEY FOOL MONDAY!! The Motley Fool Money Show is one of the most popular stock market TALK SHOWS in America today, featuring timely insights from top analysts. "MOTLEY FOOL MONEY" is heard by millions of listeners coast to coast—including Saturdays right here on Money Radio at 5pm! First we'll update breaking fin…
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In this episode, we tackle a diverse range of listener questions from reverse mortgages, annuities, Roth conversions, healthcare before the Medicare age, and a lot more. Tune in as we discuss: Al's Question: Recommendations for reverse mortgages and the conditions under which they can be beneficial. Paul's Inquiry: Using deferred annuities, specifi…
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If you’re worried that artificial intelligence will transform your job, insinuate itself into your daily routines, or lead to wars fought with lethal autonomous systems, you’re a little late—all of those things have already come to pass, says Christopher Mims, the Wall Street Journal’s chief Technology editor. We’ll review his eye-opening report in…
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Go woke, go broke? More and more Green New Deal businesses... are going OUT of business. Three years ago, Aspiration Partners, funded by the likes of Leo Di Caprio and other celebs, designed a debit card for sustainable shopping that would stop climate change, promising to plant a tree with every card swipe.That business is looking like Biden’s pre…
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Technology finds its way into every facet of life. Scientists have been perfecting the art and science of making composite materials of late, to take the place of steel and aluminum in airplanes and cars. We’ll tell you how these composites are made and who’s making them in the Market Intel segment, then Shelley Grandidge joins us to talk about Med…
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… U.S. prosecutors are cracking down on commercial mortgage fraud, a growing push that is sending shivers through the $4.7 trillion dollar industry. Will commercial real estate bring down the economy? More and more commercial mortgages are going into default that were funded with bonds that investors gobbled up--it could be bad news. A Wall Street …
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He's 56, she's 32. How does this 24-year age difference impact retirement plans for "Bonnie and Clyde", and what strategies should they implement now for the most tax-efficient retirement possible in the future? While Joe Anderson, CFP® and Big Al Clopine, CPA are on vacation, Your Money, Your Wealth® podcast producer Andi Last enlists the help of …
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Today on Mastering Money...It’s a MOTLEY FOOL MONDAY!! The Motley Fool Money Show is one of the most popular stock market TALK SHOWS in America today, featuring timely insights from top analysts. "MOTLEY FOOL MONEY" is heard by millions of listeners coast to coast—including Saturdays right here on Money Radio at 5pm! First we'll update breaking fin…
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In this episode, Devin dives deep into the Social Security questions sent in by our listeners. Topics include questions on the earnings limit, spousal benefits, survivor benefits, and the big one...how future benefit cuts could impact retirees If you’re thinking, "I love the Big Picture Retirement podcast!” please consider rating and reviewing this…
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Congratulations on your retirement! ...Now, get to work!! Nearly double the number of retirees are returning to work full time or part time reports the Wall Street Journal. We’ll review that report in the Market Intel segment and tell you why—then health insurance and Medicare specialist Shelley Grandidge joins us for the Q & A on health insurance …
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Real estate deals don’t always work out…. The giant $10 billion dollar Starwood commercial real-estate fund is scrambling to escape an imminent cash crunch. It's being caused by the long line of investors who want their money back. A Wall Street Journal report on what can go wrong in real estate in the Market Intel segment, then we’ll talk about th…
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Medicare drug plans are much more affordable this year for millions of Americans, courtesy of those nasty rich taxpayers. We’ll review how the significant savings will work in 2024 and 2025 in the Market Intel segment, then Medicare expert Shelley Grandidge joins us to dig a little deeper in the Q & A. A fact filled show you don't want to miss, MAS…
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Today’s digital world is full of thieves and scammers looking to access your information and use scare tactics to steal your hard-earned money from you and your family. Victims of these fraud scams are often retirees and the elderly, who are so scared that they send thousands and thousands of dollars before realizing what is happening. To help you …
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Will their $5 million nest egg get them to ages 85 and 100? Pa and GiDi are 65 and 60 and retiring now. As they consider moving to the no-income-tax state of Nevada in retirement, they have some decisions to make: should Pa take Social Security before age 70? How should they bridge the gap until Social Security? And most importantly, how can they m…
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Today on Mastering Money...It’s a MOTLEY FOOL MONDAY!! The Motley Fool Money Show is one of the most popular stock market TALK SHOWS in America today, featuring timely insights from top analysts. "MOTLEY FOOL MONEY" is heard by millions of listeners coast to coast—including Saturdays right here on Money Radio at 5pm! First we'll update breaking fin…
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Congratulations on your retirement! ...Now, get to work!! Nearly double the number of retirees are returning to work full time or part time reports the Wall Street Journal. We’ll review that report in the Market Intel segment and tell you why—then health insurance and Medicare specialist Shelley Grandidge joins us for the Q & A on health insurance …
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Well, if you listen to some proponents of AI, the story goes that AI will create jobs, not take them away. So far, it’s working in reverse. A Wall Street Journal report for you in the Market Intel segment, then, we’ll discuss the real reason why bucket planning works so well when planning your retirement. MASTERING MONEY is on the air!!!…
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Summer travel is booming reports the Wall Street Journal, but they wonder why airlines and their stock shares are suffering--and have been for four years> We have the inside scoop on that in the Market Intel segment, then Medicare expert Shelley Grandidge joins us to talk about health insurance and small business plans. MASTERING MONEY is on the ai…
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Have you ever wondered what the REAL secret is to selecting winning stocks? Great investors like Peter Lynch and Warren Buffett based their selections on the same criteria—we’ll reveal those winning criteria in the Market Intel segment, then learn why so many people are refinancing their older annuities right now. MASTERING MONEY is on the air!!…
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How much do retirees really spend in retirement? Does the Social Security Primary Insurance Amount (PIA) continue to rise with inflation? Is all the talk about higher future tax brackets just fear-mongering? Can "Johnny Mercer" afford to leave money for his heirs, and what should his strategy be for converting his retirement savings to Roth IRA for…
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It’s our Season 10 finale of The Guided Retirement Show, which means it’s time for Chris Rett, CFP®, AIF® to join Dean Barber as the featured guest. Chris and Dean are going to review 10 questions that everyone should ask themselves before retirement. If you’re planning to retire around three to five years from now, make sure to take some notes and…
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Today on Mastering Money...It’s a MOTLEY FOOL MONDAY!! The Motley Fool Money Show is one of the most popular stock market TALK SHOWS in America today, featuring timely insights from top analysts. "MOTLEY FOOL MONEY" is heard by millions of listeners coast to coast—including Saturdays right here on Money Radio at 5pm! First we'll update breaking fin…
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Two of the hottest healthcare pharmaceutical stocks in the past two years have been Eli Lilly Company and NovoNordisk, the two makers of the most popular approved weight loss drugs. But do the drugs work for everybody? No, we'll tell you who the drugs do NOT work for in the Market Intel segment per the Wall Street Journal, then Shelley Grandidge jo…
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Parallels are often drawn between Henry Ford and Elon Musk. Both were on the cutting edge of an automotive concept that turned out to be a game changer. However, one of the things they have in common damaged Henry Ford's reputation and the company suffered. Elon could be making the same mistake, says Barrons. We have that report for you in the Mark…
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