5 Things Your Attorney Doesn't Want to Hear
Big Picture Retirement®
Devin Carroll
4.7 • 545 Ratings
🗓️ 24 November 2025
⏱️ 34 minutes
🧾️ Download transcript
Summary
In this episode, John talks about the 5 things that he hates to hear from his clients. You will learn why certain statements (and thinking) slow everything down, what your attorney wishes you understood before walking into the meeting, and how to approach your plan with clarity, calm thinking, and realistic expectations. If you want to make better decisions and create an estate plan your family can actually rely on, this episode will point you in the right direction.
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/
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Transcript
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| 0:00.0 | The Big Picture Retirement Show does not provide tax, legal, or financial advice. |
| 0:04.3 | Listeners are encouraged to seek out their own advisors in these areas. |
| 0:11.2 | Hey, everyone, welcome to the Big Picture Retirement Show. |
| 0:13.7 | I'm your host, Devin. |
| 0:14.9 | Join today by my co-host, John Ross. |
| 0:18.1 | Howdy? |
| 0:18.9 | John? |
| 0:19.7 | Yo. |
| 0:20.3 | You seem like you're in a pretty good mood today. |
| 0:21.6 | Yeah, well, I'm a little frustrated, spent the morning in a attempting to mediate an estate |
| 0:33.6 | between a surviving spouse and a couple of kids from the first marriage and it did not settle, |
| 0:41.0 | you know, and, and yeah, you got to hate. |
| 0:44.5 | That sounds miserable. |
| 0:45.1 | I hate it for all of them involved, you know. |
| 0:48.6 | It's just, it's just nasty. |
| 0:50.5 | So everyone shows up and they said, you know, we're going to leave here madder than we did when we showed up. That's pretty much. I think that's, yeah, I think that's generally the idea. And that's what happened. You know, funny thing on that, though, now that I think about it, you know, one of the, I heard a judge tell me one time, he said he knows he made the right decision at the end of the case if everybody walks away unhappy. |
| 1:13.4 | Yeah, right. |
| 1:14.5 | Yeah. |
| 1:14.7 | Right? |
| 1:15.0 | Because there's never going to be a situation where somebody walks away happy. |
| 1:19.4 | Yeah. |
| 1:19.7 | If you make these people happy, these are unhappy. |
... |
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