Big Picture Retirement Podcast By Devin Carroll CFP® & John Ross JD cover art

Big Picture Retirement

Big Picture Retirement

By: Devin Carroll CFP® & John Ross JD
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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 hosts attorney John Ross and financial planner Devin Carroll as they dig beneath the surface to help you gain the confidence and clarity needed to navigate your retirement journey successfully.© 2025 Economics Personal Finance Politics & Government
Episodes
  • Should a Blood Test Shape Your Retirement Plan?
    Mar 16 2026

    Advances in predictive medicine are starting to raise a fascinating question: what if we could estimate our longevity with much greater accuracy?

    New blood tests and biomarkers are being developed that may help identify risks for diseases years—or even decades—before symptoms appear. Some researchers believe these tools could eventually provide meaningful clues about how long we might live.

    If that happens, it could have major implications for retirement planning.

    Should information about your potential lifespan influence when you retire, how much you spend, or how you invest?

    In this episode, we explore how predictive medicine is evolving, what scientists are learning from advanced blood testing, and whether this kind of information could one day reshape how people plan for retirement.

    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.

    Show more Show less
    32 mins
  • Why Recency Bias Is Dangerous for Today's Retirees
    Mar 9 2026

    Most people assume the future will look like the recent past. That's called recency bias, and it can quietly wreck a retirement plan.

    If the market has been strong for years, investors start believing those returns will continue forever. If the market crashes, people assume things will only get worse.

    But retirement planning isn't about the last five years. It's about the next thirty.

    In this episode, I explain how recency bias influences investment decisions, why it can lead retirees to take the wrong risks at the wrong time, and how to build a retirement plan that works even when the future looks very different from the past.

    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.

    Show more Show less
    37 mins
  • Five Retirement Loose Ends You Can't Ignore
    Feb 16 2026

    Saving for retirement is only half the job. In this episode, we discuss the five financial loose ends that can quietly drain retirement income and why addressing them early creates flexibility and peace of mind.

    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.

    Show more Show less
    30 mins
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Love the light hearted nature they provide while still giving valuable insights and perspective. Great stuff John and Devin!!

Great banter, great insights!

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