HeyJaredBig Picture Retirement®
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.
- Indexed episodes, last 90 days
- 4
- Latest publication
- Sep 21, 2026
- Audience
- Checking…
- Earliest in this view
- Aug 11, 2026
Latest episodes
7 Social Security Rules Every Retiree Needs to Know (opens the original)
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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
Can ChatGPT Write Your Will? (opens the original)
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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 adv
Do Retirees Actually Run Out of Money? (opens the original)
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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 retiree
They Froze His $3,000,000 Retirement Account (opens the original)
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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 te
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