Big Picture Retirement®

7 doable steps for making it easier to be organized with your retirement finances. One of the biggest hurdles to a successful retirement is getting - and staying - organized. It's easy for account statements, legal forms and other important documents to pile up in some hidden away desk or drawer. Before long, things are messy. Not just physically messy, but mentally messy too. To accurately plan for an awesome retirement, you need to first clean up the mess. Topics we cover in today's episode:

• Streamline your accounts and Go Paperless
• Verify your Social Security Earnings have been recorded
• Create a Master File

And John talks about the best way to store passwords. The answer may surprise you! For a complete description of the seven steps and list of important documents to keep safe, visit http://www.bigpictureretirement.net/finances-organized

Have a question for the show? Send it to [email protected]

What should you look for when hiring a legal advisor? In this episode we discuss the first question you need to ask a potential legal advisor, what to watch out for, and the benefits of paying a flat fee versus an hourly rate.

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

Does an 18-year old need a Power of Attorney? You bet! We also discuss limitations for drawing Social Security benefits while working. If you have questions, email them to [email protected]

Does an 18-year old need a Power of Attorney? You bet!

We also discuss limitations for drawing Social Security benefits while working.

If you have questions, email them to [email protected]

Michael Kitces joins us to discuss the difference between Fiduciary and Suitability Standards and what is happening to the Department of Labor's Fiduciary Rule.

Is your Financial Advisor a salesperson or fiduciary looking out for your best interest?

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

Michael Kitces joins us to discuss the difference between Fiduciary and Suitability Standards and what is happening to the Department of Labor's Fiduciary Rule.

Is your Financial Advisor a salesperson or fiduciary looking out for your best interest?

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

The second type of advisor every retiree needs in their corner is a Financial Advisor.

Not everyone needs a financial advisor. But those who are within 10 years of retirement, are too busy to do their own planning, or with complex financial situations can definitely benefit from having a financial advisor.

We discuss what to look for when selecting an advisor that matches your desired needs.

Be sure to check out more of our resources at http://www.bigpictureretirement.net

The second type of advisor every retiree needs in their corner is a Financial Advisor.

Not everyone needs a financial advisor. But those who are within 10 years of retirement, are too busy to do their own planning, or with complex financial situations can definitely benefit from having a financial advisor.

We discuss what to look for when selecting an advisor that matches your desired needs.

Be sure to check out more of our resources at http://www.bigpictureretirement.net

Nobody can obtain the full range of knowledge a person needs to be fully prepared for retirement. Retirees, and those building a retirement portfolio, need an advisory council.

Today's episode focuses on how to hire a Tax Advisor: Where to look, what to look for, and what questions do you ask to make sure you're getting the right tax advisor for you.

For help understanding more about retirement and preparing for YOUR Big Picture Retirement, visit http://www.bigpictureretirement.net

Nobody can obtain the full range of knowledge a person needs to be fully prepared for retirement. Retirees, and those building a retirement portfolio, need an advisory council.

Today's episode focuses on how to hire a Tax Advisor: Where to look, what to look for, and what questions do you ask to make sure you're getting the right tax advisor for you.

For help understanding more about retirement and preparing for YOUR Big Picture Retirement, visit http://www.bigpictureretirement.net