Did you know that a copy of a will may not hold up in Probate? John talks about the need to keep an original copy of the will up-to-date and in a safe place. Devin is asked if buying a rental property in retirement is a better idea than investing in the market. Download 3 Simple Steps to a Successful Retirement at http://www.bigpictureretirement.net/steps

Steve Chen created a retirement planning calculator that anyone can use. The inspiration came from personal experience. His mom needed help at retirement - but she didn't have enough assets to work with most financial planners.

Steve from NewRetirement.com discusses financial planning needs for those who aren't "attractive" to financial planners. For more information, visit http://www.bigpictureretirement.net

Recessions and market declines are going to happen. What are the lessons we can learn from the Tech Bubble of 2000's and the Great Recession of 2008? Devin shares the 5 lessons he learned during the two most recent market declines while being a financial advisor: 1. Market declines are normal 2. No one can consistently predict market movements 3. The best days hang out with the bad days 4. This time is not different 5. The greatest threat to your portfolio return is not the market You can read more at http://socialsecurityintelligence.com/5-lessons-ive-learned-market-declines Do you know what to expect from a great Financial Advisor during market declines? Straightforward Advice Truthful Activity Proactive Support If you don't have an advisor who can help you through the downturns then contact us at http://www.bigpictureretirement.net

Non-Probate Transfers, Trusts, and how the Beneficiary Designation trumps any wishes you express in your Will.

These are just a few of the things you NEED to understand so you can avoid making a major mistake with your estate planning.

For more information, visit http://www.bigpictureretirement.net/21

Linda and her husband have been raising their grandchildren since birth. Both of the children's parents are alive. Do the grandchildren qualify for Social Security? Clyde asks if there is any situation where you would roll an IRA into a 401k? It is an unusual situation when this makes sense. Listen in to find out more.

Notes from today's show can be found at http://www.bigpictureretirement.net

Experience is a great teacher. David Waldrop has more than 15 years of experience, the same as John and I. He comes on to share stories from his history - and how human emotions come into play when making investing decisions.

For more information on how to work with us, visit http://www.bigpictureretirement.net

In Part 1 we covered credits, earnings limits, and more.

In this episode we finish the series by talking about: Length of marriage rules Spousal Benefits vs Survivor Benefits How you are taxed on social security benefits and more.

If you haven't listened to Part 1, find it here: http://www.bigpictureretirement.net/episode-17-part-1-social-security-basics

Part 1 in a 2-part series about what you need to know about Social Security.

For more information, or to have a conversation with Devin Carroll or John Ross, visit http://www.bigpictureretirement.net

Wanda wrote in to ask why she shouldn't add a child to her checking account?

Brenda retired from a company that offers a pension. She asks if it would be better to take the pension in a stream of payments or as a lump sum.

Have a question? Send them in and we will try to answer it on the show. Email [email protected]

Can we expect 3 rate increases this year? What could that mean for the market - or our savings?

Andrew Comstock, Chief Investment Officer for Castlebar Asset Management, joins us again to recap the market's performance from the first quarter of 2017.

DOW (DJI) opened at 19,782.86 on January 3rd and closed on March 31, 2017 at 20,663.22

S&P (GSPC) opened the year at 2,251.57 and closed on March 31st at 2,362.72

Visit http://bigpictureretirement.net for more