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 14, 2025
Devin Carroll and John Shoalmire discuss the importance of planning for incapacity in estate planning, highlighting essential documents and real-life scenarios.
March 20, 2025
Financial advisor Devin Carroll discusses the pros and cons of sector-specific investing in the S&P 500 with John, who explores alternative strategies to index funds.
March 13, 2025
Rosemary asks Devin Carroll and John Ross about how reducing work hours at 60 will affect Social Security benefits, and the hosts explain the calculation of benefits and considerations for this transition.
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