Big Picture Retirement Podcast
1) 7 Keys to a More Financially Stable Retirement
For many people, retirement feels less like a reward and more like a financial cliff. In this episode, we break down seven key factors that lead to a more financially stable retirement. You'll learn h...Show More
2) How to Buy or Sell a Business the Right Way
Selling a business isn't just about finding a buyer and shaking hands on the terms — it's about choosing the right structure. In this episode, we break down stock sales, asset sales, common tax traps,...Show More
3) Inbox Question | Should Advisors Provide Client References
Frank is interviewing financial advisors and asks whether it is reasonable to expect them to share client names as references. Although this show does not provide specific tax, legal, or financial adv...Show More
4) The Federal Income Tax: Coming to an End?
In this episode, we break down the headlines about eliminating the federal income tax, $2,000 tariff-funded checks, and "no taxes below $150,000." We look at the math, the Supreme Court challenges, an...Show More
5) Inbox Question | Managing Allocation Across Many Accounts
Scott finds it difficult to manage asset allocation and buckets across multiple accounts and asks for an efficient way to coordinate everything. Although this show does not provide specific tax, legal...Show More
6) Key Changes for 2026
In this episode, Devin and John break down the key tax and retirement planning changes coming in 2026 and what they mean for your income, benefits, and long term strategy. We cover the latest Social S...Show More
7) 5 Things Your Attorney Doesn't Want to Hear
In this episode, John talks about the 5 things that he hates to hear from his clients. You will learn why certain statements (and thinking) slow everything down, what your attorney wishes you understo...Show More
8) Inbox Question | Roth Conversion Strategy for High Earners
Meera and her husband have $4.5 million in retirement accounts and a $430K income. They want guidance on when to start Roth conversions, how much to convert each year, and whether to continue 401(k) c...Show More
9) Is This the Worst Time to Retire? 3 Ways to Prepare (Just in Case)
Everyone's wondering if this is the worst time to retire. With high valuations, stubborn inflation, and constant uncertainty, it's easy to feel uneasy about your timing. In this episode, we look at wh...Show More
10) Inbox Question | Typical Costs of Estate Planning
David asks for a general idea of what estate planning services typically cost, following up on the six-part podcast series. Although this show does not provide specific tax, legal, or financial advice...Show More