#012: Listener Questions - Power of Attorney for Social Security and ABLE Accounts
Big Picture Retirement®
Devin Carroll
4.7 • 546 Ratings
🗓️ 20 March 2017
⏱️ 24 minutes
🧾️ Download transcript
Summary
Devin and John answer a question from Mitch about why the Social Security Office would not recognize his Power of Attorney statement.
Charlotte is asking about ABLE accounts - tax-advantaged savings accounts for individuals with disabilities and their families.
If you want us to address your question on the air, send them to questions@bigpictureretirement.net
Transcript
Click on a timestamp to play from that location
| 0:00.0 | The Big Picture Retirement Show does not provide specific tax, legal, or financial advice. |
| 0:05.1 | Listeners are encouraged to seek out their own advisors in these areas. |
| 0:12.5 | Hey everyone and welcome to the Big Picture Retirement Show where we deliver insight on what you need to know for a meaningful retirement. |
| 0:20.7 | If you are planning for or living in |
| 0:22.8 | retirement, this is the show for you. Hey, I'm Devin and joined today, as always by my co-host, |
| 0:29.5 | John. Hey, John. Howdy. All right. So today is that episode where we get to go over one of my favorites, some listener |
| 0:38.8 | questions. Sure. Yeah. Let's see what the folks out there want to know about. So this lets |
| 0:43.0 | us know that people are actually listening to our show, right? So we get these questions in and |
| 0:47.6 | frankly, we get more questions. I get emails constantly about social security issues, about other |
| 0:53.2 | issues. And I know in your practice, you get a lot of these as well. Sure. More than we can answer. So we try to pick out the best questions and answer them here on the show. So listeners for you, if you have a question you'd like to send us, send it to questions at big picture retirement.net. And if we think that question will be of interest to the |
| 1:10.9 | wide audience, then we will record it live on the show. All right, bath and no seatbelt. |
| 1:16.8 | Always put your mask on those people who are assisting another customer or child. |
| 1:20.7 | All right, John, let's jump in. This first question comes from a guy named Mitch. Now, he gave us some more |
| 1:28.9 | background information in the email, but I'll try to condense this down. His basic issue is that |
| 1:35.9 | he went to the Social Security office on behalf of his mother, and he brought them his power |
| 1:42.3 | of attorney. Yeah, I bet he didn't have a good time. |
| 1:44.8 | Yeah. |
| 1:45.6 | And so he's saying, wait a minute, Social Security's not accepting my power of attorney. |
| 1:50.3 | What's going on? |
| 1:51.6 | Yeah, this is a common complaint that we get or common situation that we run into pretty regular. |
| 1:57.2 | You know, especially clients of my own that I have said, you know, look, everybody |
| 2:01.8 | are walking around over the age of 18 should have a few things in place. And one of those |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Devin Carroll, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Devin Carroll and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.