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 beneficiary requirements, executor compensation, and a Lady Bird deed. It's a practical look at where AI can help with estate planning, where it can fall short, and why understanding what you're signing matters. Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through their individual firms. 📍Contact Devin's team at <a href= "https://www.carrolladvisory.com/"></a><a href= "https://carrolladvisory.co/podcast1">https://carrolladvisory.co/podcast1</a> 📍Contact John's team at <a href= "https://www.rossandshoalmire.com/">https://www.rossandshoalmire.com/</a> If you're thinking, "I love the Big Picture Retirement podcast!" please consider rating and reviewing this show! This helps us support more people -- just like you -- move toward a confident retirement. Just scroll down to the "ratings and reviews" section, tap to rate with five stars, and select "Write a Review." Then be sure to let us know what you loved most about the episode! Also, if you haven't done so already, follow the podcast. We add new content every week, and if you're not following, you'll likely miss out. Follow now! Don't miss the Big Picture Retirement Planning Cheat Sheet. We've distilled the essential brackets, thresholds, and rules of retirement into an easy-to-digest, three-page summary. <a href= "https://www.carrolladvisory.com/pl/2148282517">https://www.carrolladvisory.com/pl/2148282517</a> Want to ask Devin or John your question? Just visit <a href= "https://www.bigpictureretirement.com/">https://www.bigpictureretirement.com/</a> and click on the "Ask A Question" menu selection.

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 beneficiary requirements, executor compensation, and a Lady Bird deed. It's a practical look at where AI can help with estate planning, where it can fall short, and why understanding what you're signing matters. Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through their individual firms. 📍Contact Devin's team at https://carrolladvisory.co/podcast1 📍Contact John's team at https://www.rossandshoalmire.com/ If you're thinking, "I love the Big Picture Retirement podcast!" please consider rating and reviewing this show! This helps us support more people -- just like you -- move toward a confident retirement. Just scroll down to the "ratings and reviews" section, tap to rate with five stars, and select "Write a Review." Then be sure to let us know what you loved most about the episode! Also, if you haven't done so already, follow the podcast. We add new content every week, and if you're not following, you'll likely miss out. Follow now! Don't miss the Big Picture Retirement Planning Cheat Sheet. We've distilled the essential brackets, thresholds, and rules of retirement into an easy-to-digest, three-page summary. https://www.carrolladvisory.com/pl/2148282517 Want to ask Devin or John your question? Just visit https://www.bigpictureretirement.com/ and click on the "Ask A Question" menu selection.

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 beneficiary requirements, executor compensation, and a Lady Bird deed. It's a practical look at where AI can help with estate planning, where it can fall short, and why understanding what you're signing matters. Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through their individual firms. 📍Contact Devin's team at <a href="https://www.carrolladvisory.com/" rel="noopener noreferrer"></a><a href="https://carrolladvisory.co/podcast1" rel="noopener noreferrer">https://carrolladvisory.co/podcast1</a> 📍Contact John's team at <a href="https://www.rossandshoalmire.com/" rel="noopener noreferrer">https://www.rossandshoalmire.com/</a> If you're thinking, "I love the Big Picture Retirement podcast!" please consider rating and reviewing this show! This helps us support more people -- just like you -- move toward a confident retirement. Just scroll down to the "ratings and reviews" section, tap to rate with five stars, and select "Write a Review." Then be sure to let us know what you loved most about the episode! Also, if you haven't done so already, follow the podcast. We add new content every week, and if you're not following, you'll likely miss out. Follow now! Don't miss the Big Picture Retirement Planning Cheat Sheet. We've distilled the essential brackets, thresholds, and rules of retirement into an easy-to-digest, three-page summary. <a href="https://www.carrolladvisory.com/pl/2148282517" rel="noopener noreferrer">https://www.carrolladvisory.com/pl/2148282517</a> Want to ask Devin or John your question? Just visit <a href="https://www.bigpictureretirement.com/" rel="noopener noreferrer">https://www.bigpictureretirement.com/</a> and click on the "Ask A Question" menu selection.

Can ChatGPT Write Your Will?

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 discuss the six most common reasons retirement plans fail and what you can do now to protect yourself. Use our free retirement stress test assessment tool <a href= "https://www.carrolladvisory.com/pl/2148821257">https://www.carrolladvisory.com/pl/2148821257</a> Title: 7 Social Security Rules Every Retiree Needs to Know Description: 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 overall retirement plan. Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through their individual firms. 📍Contact Devin's team at <a href= "https://www.carrolladvisory.com/"></a><a href= "https://carrolladvisory.co/podcast1">https://carrolladvisory.co/podcast1</a> 📍Contact John's team at <a href= "https://www.rossandshoalmire.com/">https://www.rossandshoalmire.com/</a> If you're thinking, "I love the Big Picture Retirement podcast!" please consider rating and reviewing this show! This helps us support more people -- just like you -- move toward a confident retirement. Just scroll down to the "ratings and reviews" section, tap to rate with five stars, and select "Write a Review." Then be sure to let us know what you loved most about the episode! Also, if you haven't done so already, follow the podcast. We add new content every week, and if you're not following, you'll likely miss out. Follow now! Don't miss the Big Picture Retirement Planning Cheat Sheet. We've distilled the essential brackets, thresholds, and rules of retirement into an easy-to-digest, three-page summary. <a href= "https://www.carrolladvisory.com/pl/2148282517">https://www.carrolladvisory.com/pl/2148282517</a> Want to ask Devin or John your question? Just visit <a href= "https://www.bigpictureretirement.com/">https://www.bigpictureretirement.com/</a> and click on the "Ask A Question" menu selection.

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 discuss the six most common reasons retirement plans fail and what you can do now to protect yourself. Use our free retirement stress test assessment tool https://www.carrolladvisory.com/pl/2148821257 Title: 7 Social Security Rules Every Retiree Needs to Know Description: 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 overall retirement plan. Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through their individual firms. 📍Contact Devin's team at https://carrolladvisory.co/podcast1 📍Contact John's team at https://www.rossandshoalmire.com/ If you're thinking, "I love the Big Picture Retirement podcast!" please consider rating and reviewing this show! This helps us support more people -- just like you -- move toward a confident retirement. Just scroll down to the "ratings and reviews" section, tap to rate with five stars, and select "Write a Review." Then be sure to let us know what you loved most about the episode! Also, if you haven't done so already, follow the podcast. We add new content every week, and if you're not following, you'll likely miss out. Follow now! Don't miss the Big Picture Retirement Planning Cheat Sheet. We've distilled the essential brackets, thresholds, and rules of retirement into an easy-to-digest, three-page summary. https://www.carrolladvisory.com/pl/2148282517 Want to ask Devin or John your question? Just visit https://www.bigpictureretirement.com/ and click on the "Ask A Question" menu selection.

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 discuss the six most common reasons retirement plans fail and what you can do now to protect yourself. Use our free retirement stress test assessment tool <a href="https://www.carrolladvisory.com/pl/2148821257" rel="noopener noreferrer">https://www.carrolladvisory.com/pl/2148821257</a> Title: 7 Social Security Rules Every Retiree Needs to Know Description: 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 overall retirement plan. Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through their individual firms. 📍Contact Devin's team at <a href="https://www.carrolladvisory.com/" rel="noopener noreferrer"></a><a href="https://carrolladvisory.co/podcast1" rel="noopener noreferrer">https://carrolladvisory.co/podcast1</a> 📍Contact John's team at <a href="https://www.rossandshoalmire.com/" rel="noopener noreferrer">https://www.rossandshoalmire.com/</a> If you're thinking, "I love the Big Picture Retirement podcast!" please consider rating and reviewing this show! This helps us support more people -- just like you -- move toward a confident retirement. Just scroll down to the "ratings and reviews" section, tap to rate with five stars, and select "Write a Review." Then be sure to let us know what you loved most about the episode! Also, if you haven't done so already, follow the podcast. We add new content every week, and if you're not following, you'll likely miss out. Follow now! Don't miss the Big Picture Retirement Planning Cheat Sheet. We've distilled the essential brackets, thresholds, and rules of retirement into an easy-to-digest, three-page summary. <a href="https://www.carrolladvisory.com/pl/2148282517" rel="noopener noreferrer">https://www.carrolladvisory.com/pl/2148282517</a> Want to ask Devin or John your question? Just visit <a href="https://www.bigpictureretirement.com/" rel="noopener noreferrer">https://www.bigpictureretirement.com/</a> and click on the "Ask A Question" menu selection.

Do Retirees Actually Run Out of Money?

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, and show you what you can do now to protect your independence. Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through their individual firms. 📍Contact Devin's team at <a href= "https://www.carrolladvisory.com/"></a><a href= "https://carrolladvisory.co/podcast1">https://carrolladvisory.co/podcast1</a> 📍Contact John's team at <a href= "https://www.rossandshoalmire.com/">https://www.rossandshoalmire.com/</a> If you're thinking, "I love the Big Picture Retirement podcast!" please consider rating and reviewing this show! This helps us support more people -- just like you -- move toward a confident retirement. Just scroll down to the "ratings and reviews" section, tap to rate with five stars, and select "Write a Review." Then be sure to let us know what you loved most about the episode! Also, if you haven't done so already, follow the podcast. We add new content every week, and if you're not following, you'll likely miss out. Follow now! Don't miss the Big Picture Retirement Planning Cheat Sheet. We've distilled the essential brackets, thresholds, and rules of retirement into an easy-to-digest, three-page summary. <a href= "https://www.carrolladvisory.com/pl/2148282517">https://www.carrolladvisory.com/pl/2148282517</a> Want to ask Devin or John your question? Just visit <a href= "https://www.bigpictureretirement.com/">https://www.bigpictureretirement.com/</a> and click on the "Ask A Question" menu selection.

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, and show you what you can do now to protect your independence. Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through their individual firms. 📍Contact Devin's team at https://carrolladvisory.co/podcast1 📍Contact John's team at https://www.rossandshoalmire.com/ If you're thinking, "I love the Big Picture Retirement podcast!" please consider rating and reviewing this show! This helps us support more people -- just like you -- move toward a confident retirement. Just scroll down to the "ratings and reviews" section, tap to rate with five stars, and select "Write a Review." Then be sure to let us know what you loved most about the episode! Also, if you haven't done so already, follow the podcast. We add new content every week, and if you're not following, you'll likely miss out. Follow now! Don't miss the Big Picture Retirement Planning Cheat Sheet. We've distilled the essential brackets, thresholds, and rules of retirement into an easy-to-digest, three-page summary. https://www.carrolladvisory.com/pl/2148282517 Want to ask Devin or John your question? Just visit https://www.bigpictureretirement.com/ and click on the "Ask A Question" menu selection.

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, and show you what you can do now to protect your independence. Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through their individual firms. 📍Contact Devin's team at <a href="https://www.carrolladvisory.com/" rel="noopener noreferrer"></a><a href="https://carrolladvisory.co/podcast1" rel="noopener noreferrer">https://carrolladvisory.co/podcast1</a> 📍Contact John's team at <a href="https://www.rossandshoalmire.com/" rel="noopener noreferrer">https://www.rossandshoalmire.com/</a> If you're thinking, "I love the Big Picture Retirement podcast!" please consider rating and reviewing this show! This helps us support more people -- just like you -- move toward a confident retirement. Just scroll down to the "ratings and reviews" section, tap to rate with five stars, and select "Write a Review." Then be sure to let us know what you loved most about the episode! Also, if you haven't done so already, follow the podcast. We add new content every week, and if you're not following, you'll likely miss out. Follow now! Don't miss the Big Picture Retirement Planning Cheat Sheet. We've distilled the essential brackets, thresholds, and rules of retirement into an easy-to-digest, three-page summary. <a href="https://www.carrolladvisory.com/pl/2148282517" rel="noopener noreferrer">https://www.carrolladvisory.com/pl/2148282517</a> Want to ask Devin or John your question? Just visit <a href="https://www.bigpictureretirement.com/" rel="noopener noreferrer">https://www.bigpictureretirement.com/</a> and click on the "Ask A Question" menu selection.

They Froze His $3,000,000 Retirement Account

Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through their individual firms. 📍Contact Devin's team at <a href= "https://www.carrolladvisory.com/"></a><a href= "https://carrolladvisory.co/podcast1">https://carrolladvisory.co/podcast1</a> 📍Contact John's team at <a href= "https://www.rossandshoalmire.com/">https://www.rossandshoalmire.com/</a> If you're thinking, "I love the Big Picture Retirement podcast!" please consider rating and reviewing this show! This helps us support more people -- just like you -- move toward a confident retirement. Just scroll down to the "ratings and reviews" section, tap to rate with five stars, and select "Write a Review." Then be sure to let us know what you loved most about the episode! Also, if you haven't done so already, follow the podcast. We add new content every week, and if you're not following, you'll likely miss out. Follow now! Don't miss the Big Picture Retirement Planning Cheat Sheet. We've distilled the essential brackets, thresholds, and rules of retirement into an easy-to-digest, three-page summary. <a href= "https://www.carrolladvisory.com/pl/2148282517">https://www.carrolladvisory.com/pl/2148282517</a> Want to ask Devin or John your question? Just visit <a href= "https://www.bigpictureretirement.com/">https://www.bigpictureretirement.com/</a> and click on the "Ask A Question" menu selection.

Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through their individual firms. 📍Contact Devin's team at https://carrolladvisory.co/podcast1 📍Contact John's team at https://www.rossandshoalmire.com/ If you're thinking, "I love the Big Picture Retirement podcast!" please consider rating and reviewing this show! This helps us support more people -- just like you -- move toward a confident retirement. Just scroll down to the "ratings and reviews" section, tap to rate with five stars, and select "Write a Review." Then be sure to let us know what you loved most about the episode! Also, if you haven't done so already, follow the podcast. We add new content every week, and if you're not following, you'll likely miss out. Follow now! Don't miss the Big Picture Retirement Planning Cheat Sheet. We've distilled the essential brackets, thresholds, and rules of retirement into an easy-to-digest, three-page summary. https://www.carrolladvisory.com/pl/2148282517 Want to ask Devin or John your question? Just visit https://www.bigpictureretirement.com/ and click on the "Ask A Question" menu selection.

Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through their individual firms. 📍Contact Devin's team at <a href="https://www.carrolladvisory.com/" rel="noopener noreferrer"></a><a href="https://carrolladvisory.co/podcast1" rel="noopener noreferrer">https://carrolladvisory.co/podcast1</a> 📍Contact John's team at <a href="https://www.rossandshoalmire.com/" rel="noopener noreferrer">https://www.rossandshoalmire.com/</a> If you're thinking, "I love the Big Picture Retirement podcast!" please consider rating and reviewing this show! This helps us support more people -- just like you -- move toward a confident retirement. Just scroll down to the "ratings and reviews" section, tap to rate with five stars, and select "Write a Review." Then be sure to let us know what you loved most about the episode! Also, if you haven't done so already, follow the podcast. We add new content every week, and if you're not following, you'll likely miss out. Follow now! Don't miss the Big Picture Retirement Planning Cheat Sheet. We've distilled the essential brackets, thresholds, and rules of retirement into an easy-to-digest, three-page summary. <a href="https://www.carrolladvisory.com/pl/2148282517" rel="noopener noreferrer">https://www.carrolladvisory.com/pl/2148282517</a> Want to ask Devin or John your question? Just visit <a href="https://www.bigpictureretirement.com/" rel="noopener noreferrer">https://www.bigpictureretirement.com/</a> and click on the "Ask A Question" menu selection.

The Gift Tax Loophole Congress Wants to Close

What 75 Year Old Retirees Regret Most

What is Big Picture Retirement? Hosts Devin Carroll and John Ross, both professionals in the financial industry, launch this new show to help those about to retire or are already retired. For more about us or information about this show, visit <a href= "http://bigpictureretirement.net" target= "_blank">http://bigpictureretirement.net</a>

What is Big Picture Retirement? Hosts Devin Carroll and John Ross, both professionals in the financial industry, launch this new show to help those about to retire or are already retired. For more about us or information about this show, visit http://bigpictureretirement.net

What is Big Picture Retirement? Hosts Devin Carroll and John Ross, both professionals in the financial industry, launch this new show to help those about to retire or are already retired. For more about us or information about this show, visit <a href="http://bigpictureretirement.net" rel="noopener noreferrer">http://bigpictureretirement.net</a>

#000: Introductory Episode of Big Picture Retirement Show

What is Big Picture Retirement? Hosts Devin Carroll and John Ross, both professionals in the financial industry, launch this new show to help those about to retire or are already retired. For more about us or information about this show, visit <a href= "http://bigpictureretirement.net" target= "_blank">http://bigpictureretirement.net</a>

What is Big Picture Retirement? Hosts Devin Carroll and John Ross, both professionals in the financial industry, launch this new show to help those about to retire or are already retired. For more about us or information about this show, visit <a href="http://bigpictureretirement.net" rel="noopener noreferrer">http://bigpictureretirement.net</a>

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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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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