The Big Picture Retirement Show does not provide specific tax, legal, or financial advice.

Listeners are encouraged to seek out their own advisors in these areas.

Hey everyone and welcome to the Big Picture Retirement Show,

where we deliver insight on what you need to know for a meaningful retirement.

If you are planning for

or living in retirement, this is the show for you. I'm Devin Carroll and I'm joined by my co-host

John Ross. Hey John. Howdy. All right. We've been planning this for a long time. Yes, we have.

We've been talking about it. We've been buying equipment. That's been a lot of fun, by the way.

Oh, yeah. And we've been hiring people,'s been a lot of fun, by the way. Oh, yeah.

And we've been hiring people, talking to people about doing different aspects of the job, but the day is finally here.

It's time to hit record. That's right. First episode. That's it. So let's back up a little bit and let's just explain to people that's going to listen to our shows and be lifelong fans of who we are and exactly what it is that we're doing here.

I think that's a good plan. You know, they need to know who's behind the mic in this deal.

You know, and so I'm John Ross, and I am an elder law attorney. My background is in tax. I started out as a, I got a degree in accounting, took that off and went to law school

with the whole idea of being able to help people plan for their retirement with a focus

on estate planning.

You know, at the time, though, I just thought, you know, estate planning meant planning for death.

I really never dawned on estate planning meant planning for death.

I really never dawned on me this whole period before death. You know, when you go to law school,

they teach you about wills and they teach you about trusts and, and they teach you about these things, but they don't necessarily tell you about all of the life that leads up to when that will comes into

effect. Right. Yeah. And so, you know, I get out of law school.

I start planning people come and see me.

But, you know, relatively quick, I start seeing some of these issues of people are coming in and they're asking me questions that, frankly, I just don't have the answers for.

...