by Devin Carroll, CFP® & John Ross, JD
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.
Language
🇺🇲
Publishing Since
1/1/2017
Email Addresses
1 available
Phone Numbers
0 available
April 28, 2025
Hosts Devin Carroll and John Shoalmire examine non-probate transfer strategies like beneficiary designations and trusts, which help families avoid probate costs and keep more assets.
April 24, 2025
Devin Carroll and John Shoalmire explain Social Security earnings limits for business owners, focusing on income structuring to potentially avoid benefit reductions.
April 21, 2025
Hosts Devin Carroll and John Shoalmire explore long-term care options like home care, assisted living, and nursing homes, and how to plan financially using private pay, long-term care insurance, or Medicaid planning.
Andy Panko
Benjamin Brandt CFP®, RICP®
Jason Parker
Jim Saulnier, CFP® & Chris Stein, CFP®
Taylor Schulte, CFP®
Roger Whitney, CFP®, CIMA®, RMA, CPWA®
James Conole, CFP®
Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors
Steve Chen
Casey Weade
Ari Taublieb, CFP®, MBA
Wade Pfau & Alex Murguia
Wes Moss
Rob Berger
The Great Retirement Debate with Ed Slott & Jeffrey Levine
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