Straight From Our Inbox: Listener Voicemails and more
Big Picture Retirement®
Devin Carroll
4.7 • 546 Ratings
🗓️ 9 October 2023
⏱️ 49 minutes
🧾️ Download transcript
Summary
In today's episode, Devin and John answer a few questions from listener's voicemails!
Join us as we dissect these questions, providing you with actionable insights and strategies to give you clarity and confidence about your retirement. 🎙️📈👥
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Want to ask Devin or John your question? Just visit https://www.bigpictureretirement.com/ and look for the tab on the right 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. |
| 0:10.8 | Hey, everyone, welcome to the Big Picture Retirement Show. |
| 0:13.7 | I'm your host, Devin, joined again by my co-host, John Ross. |
| 0:18.0 | Howdy. |
| 0:28.6 | All right, John, today let's tackle some more of these voicemails. |
| 0:37.2 | We're trying to get work through these because we haven't done an episode in a long time prior to this last one that we did where we answered some of these questions. |
| 0:38.7 | Yeah, we got with some catching up to do. |
| 0:39.8 | We do, yeah. |
| 0:46.6 | Working through a backlog, let's just jump right into this and go to our first question from Brian. |
| 0:52.3 | Hi, Devin. This is Brian from Florida. I'm 64. I'm an attorney. I practice part-time. My wife, who is Social Security eligible or will be soon, |
| 0:56.2 | will be 62 in a few months, and we're both reasonably healthy. I have military retirement, |
| 1:02.4 | some interest income and little income from my law practice, about $2,500 a month. But we would |
| 1:08.1 | like to explore supplementing that now without waiting with two things. |
| 1:13.6 | Social Security retirement benefits. |
| 1:16.2 | For me, when I turn 65 soon, plus either my wife's spousal benefits, whatever those may be, |
| 1:23.4 | or her Social Security retirement benefits once she's eligible. |
| 1:27.9 | Please help. |
| 1:28.8 | All right, John. |
| 1:29.3 | So Brian, like so many of our listeners, he has a Social Security question. |
| 1:33.4 | And he is 64 and his wife will be 62 in a few months. |
| 1:38.7 | And kind of embarrassed to say it, but those few months have already passed since he left this voicemail. And he said they're both |
... |
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