Listener Voicemails - Answering (mostly) Social Security Questions
Big Picture Retirement®
Devin Carroll
4.7 • 546 Ratings
🗓️ 16 January 2023
⏱️ 28 minutes
🧾️ Download transcript
Summary
Today we go to the voicemail and answer some of our listeners questions. If you want to leave ask a question, visit https://www.bigpictureretirement.com/ and look for the tab on the right-hand side that says, "Send A Voicemail."
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://www.carrolladvisory.com/
Contact John's team at https://www.rossandshoalmire.com/
Transcript
Click on a timestamp to play from that location
| 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. |
| 0:11.0 | Hey, everyone, and welcome to the Big Picture Retirement Show. |
| 0:13.9 | I'm your host, Devin, joined, as I always am, by my co-host, the John Ross. |
| 0:19.4 | Howdy. |
| 0:28.8 | Thank you. am by my co-host, the John Ross. Howdy. All right, John, today is the listener question day. |
| 0:30.6 | So we've got a whole bunch of voicemails from listeners. |
| 0:34.3 | And, John, tell our listeners real quick how they can leave us a voicemail. |
| 0:36.8 | Just go to big pictureretirement.com. |
| 0:37.5 | That's it. On the right hand side, you're going to see a tab. Click that. go to big picture retirement.com. That's it. |
| 0:39.1 | On the right hand side, you're going to see a tab. |
| 0:39.7 | Click that. You can hit a button, leave us your question. It shows up magically on our site. And then we use it in a future episode just like this. Now, a special note, to save my editor some time, if you leave your last name, he's going to bleep that out, right? as he does often with John. |
| 0:56.4 | Except this is the last name. |
| 0:57.7 | So just... name, he's going to bleep that out, right? As he does often with John. |
| 1:01.1 | Except this is the last name. So just your first name is absolutely sufficient. We don't want to be putting all of your information out there. So just leave us your first name, |
| 1:05.1 | leave us your question, and in a future episode, we will answer that question. So we've got a lot of |
| 1:09.9 | these. John, let's dive in and get |
| 1:12.3 | started. I have a question regarding taxes, tax structure, paying taxes on Social Security. |
| 1:20.0 | I'm retiring next May, and I'll be taking in with my wife about $4,900 from Social Security a month. |
| 1:28.0 | And then from my dividends from my stocks, I'll be pulling in about $3,700 a month. |
| 1:34.1 | So I'm trying to figure out what kind of taxes I would be impacted with and how this |
| 1:38.9 | structure works. |
... |
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.