They Know Their Stuff
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“What are you paying for when you hire a “Wealth” Advisor or Financial Advisor. Mimicking the indices isn’t it! As we get older (I’m 66) you need insight and possibly advice on tax strategies to minimize your income in some years and take advantage of lower tax years. If you don’t know about IRMAA (Medicare additional payment for ‘high’ income earners; it’s time to learn). If you don’t know about Roth Rollover IRAs you might start learning. I’m a dusty Chartered Financial Analyst but the ins and outs of RMDs, IRMAA, and Roths is exhausting.”
MaryNashMary via Apple Podcasts ·
United States of America ·
11/07/23
More reviews of Big Picture Retirement
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“I found Big Picture Retirement by searching for information on long-term care because my parents are getting to the point of needing some help. I am so glad I found this podcast! They answered several of my questions in just one episode. I will continue to listen to them. They are funny as well....”Read full review »
Msmmlee via Apple Podcasts ·
United States of America ·
08/20/18
“This is a great podcast particularly for those who already are in the later stages of retirement (or about to inherit from those in later stages of retirement) discussing the technical aspects of SS, wills and estate planning, etc. It balances out the many FIRE (financial independence retire...”Read full review »
Frannie1453 via Apple Podcasts ·
United States of America ·
05/23/17
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“Great podcast. Retirement can be a dry topic and they do a great job!”
ACKC2000 via Apple Podcasts ·
United States of America ·
01/10/17
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