Best Devin Carroll Podcasts (2025)

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Inbox Question | Roth Conversion Strategy for High Earners 8:30

Play Pause

3h ago8:30

8:30

Meera and her husband have $4.5 million in retirement accounts and a $430K income. They want guidance on when to start Roth conversions, how much to convert each year, and whether to continue 401(k) contributions. Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through their individual firm…

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Looking Back, Moving Forward: 5 Lessons from 50 Episodes 30:37

11h ago30:37

30:37

The Big Gorgeous Goals: Official Workbook can be ordered now! Grab your copy. We mark 51 episodes of Figure 8 by pausing to extract five powerful lessons from fifty conversations with women who scaled, exited, and reinvented. We share what changed for us, why belief work precedes strategy, and how purpose and profit move together when you lead in p…

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Is This the Worst Time to Retire? 3 Ways to Prepare (Just in Case) 31:11

1h ago31:11

31:11

Everyone's wondering if this is the worst time to retire. With high valuations, stubborn inflation, and constant uncertainty, it's easy to feel uneasy about your timing. In this episode, we look at what history teaches from past "lost decades," why the order of returns matters, and how to protect your plan without panic. You'll learn three ways to …

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Inbox Question | Typical Costs of Estate Planning 9:22

4h ago9:22

9:22

David asks for a general idea of what estate planning services typically cost, following up on the six-part podcast series. 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 ht…

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The Hidden Cost of Delaying Social Security 33:22

3d ago33:22

33:22

You've heard it a thousand times: "Wait until 70 to file for Social Security." But if that's such obvious advice, why do most retirees file earlier? In this episode, we uncover the hidden cost of waiting and the trade-offs most experts ignore. You'll learn how early withdrawals, taxes, and real-life emotions all change the math—and why the "right" …

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Inbox Question | What's the Big Deal with HSAs 8:13

20d ago8:13

8:13

Daryl wants a simple explanation of why Health Savings Accounts matter and what makes them such a powerful retirement planning tool. 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 t…

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Financial Strategy Meets Entrepreneurship with Tracey Lundell 36:34

7d ago36:34

36:34

Julie's brand new Big Gorgeous Goals: Official Workbook can be ordered now! Grab your copy. Tracey Lundell shares her journey from banking to entrepreneurship, revealing how she built a wealth management company that breaks industry norms while providing better client service. With 30+ years of expertise in finance strategy, Tracey helps women inve…

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Inbox Question | Using IRA Withdrawals to Fund Daughter's Roth 7:08

22d ago7:08

7:08

John asks if taking larger IRA withdrawals beyond his RMD to fund his daughter's Roth IRA makes sense as a strategy to reduce future RMDs, lower estate taxes, and pass on tax-free assets. 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 a…

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From Managing Rock Stars to Empowering Entrepreneurs with Tarra Stubbins 38:00

29d ago38:00

38:00

Julie's brand new Big Gorgeous Goals: Official Workbook can be ordered now! Grab your copy. Tarra Stubbins shares insights from her journey managing rock stars to founding Take it Easy, a company providing executive assistants and chiefs of staff to entrepreneurs looking to scale their businesses. Tarra Stubbins is the founder of Take It Easy Group…

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The Great Retirement Plan Illusion 26:14

1M ago26:14

26:14

Many retirees think they have a plan when what they really have is an investment pitch dressed up as planning. This episode uncovers why that illusion is dangerous, the costly mistakes it hides, and how to spot the difference between true planning and portfolio sales. Although this show does not provide specific tax, legal, or financial advice, you…

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Mindful Entrepreneurship with Casey Carroll 39:13

1M ago39:13

39:13

Julie's brand new Big Gorgeous Goals: Official Workbook can be ordered now! Grab your copy. Casey Carroll shares her entrepreneurial journey through nonlinear career paths, balancing multiple businesses, and creating transformative experiences for clients through her holistic approach to business and branding. Casey Carroll (she/her) is an entrepre…

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The Hidden Estate Tax Lesson in the $1.8 Billion Powerball 23:51

1M ago23:51

23:51

Winning the lottery may be rare, but estate tax mistakes aren't. In this episode, we use the recent $1.8 billion Powerball jackpot to highlight how generational wealth can be eroded by estate taxes and how tools like a BDIT can help protect growth assets. We'll also show why this strategy isn't just for lottery winners, but for anyone holding asset…

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Why So Many Americans Are Claiming Social Security Early in 2025 24:48

2M ago24:48

24:48

So far in 2025, early Social Security filings have jumped dramatically compared to last year. Nearly half of those filing early say they're doing so because they're worried about cuts. But will filing early really help? In this episode, we talk about what the data shows, what most people get wrong about Social Security cuts, and how to think about …

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Counting on Curiosity with Jennifer Devine 32:34

2M ago32:34

32:34

Julie's brand new Big Gorgeous Goals: Official Workbook can be ordered now! Grab your copy. Jennifer Devine shares her journey from controller at a commercial real estate development firm to owner of an accounting and technology solutions business that provides outsourced accounting services to clients. Jennifer Devine is a highly accomplished Cert…

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After the Exit: Living, Leading, and Learning Forward with Sarah Michelle Boes 32:17

2M ago32:17

32:17

Julie's brand new Big Gorgeous Goals: Official Workbook can be ordered now! Grab your copy. Sarah Michelle Boes created and sold a multi-million dollar nurse practitioner test prep company before turning 30, only to face her newborn daughter's heart condition diagnosis just weeks after the acquisition. Her journey reveals how entrepreneurial succes…

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Three Priorities That Should Shape Your Social Security Decision 25:58

2M ago25:58

25:58

When should you claim Social Security? For high-net-worth retirees, this is not a simple decision. In this episode, we explain why Social Security is not just a monthly check but a strategic part of a well-built retirement plan. Devin begins by challenging the common belief that wealthy retirees do not need to think about Social Security. In realit…

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What Millionaire Retirees Fear Most (But Rarely Talk About) 41:22

3M ago41:22

41:22

For many affluent retirees, the biggest financial fear isn't market volatility or rising taxes. It's this simple question: What happens if I'm not the one here to manage the plan? In this episode, we talk about a deeply personal concern shared by countless couples. When one spouse manages the investment strategy, the tax planning, and the long-term…

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Scaling a Photography Startup to $10 Million with Jennifer Yeh 31:01

3M ago31:01

31:01

Julie's brand new Big Gorgeous Goals: Official Workbook can be ordered now! Jennifer Yeh, COO of Shoott, transformed her startup photography business from $800K to over $10M in revenue in just six years by expertly connecting photographers with busy families. She shares her journey of pivoting from targeting influencers to serving moms, navigating …

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Private Equity Meets Your 401(k) 24:07

3M ago24:07

24:07

Should everyday investors be allowed to hold private equity, venture capital, or even crypto in their 401(k)s? A new executive order suggests it might soon be possible. In this episode, we walk through the real implications of this move, especially for retirement savers who may not be equipped to handle the risks. We start with a quick quiz that hi…

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Sticky Notes and Mindset Shifts: An Entrepreneur's Transformation with Lori Rogers 34:45

3M ago34:45

34:45

Julie's brand new Big Gorgeous Goals: Official Workbook can be ordered now! Grab your copy. Lori Rogers, president and co-founder of Rogers Marketing, shares her journey of implementing positive practices to overcome overwhelm and transform her business approach. Lori is the president and co-founder of Rogers Marketing, a muilti-million-dollar woma…

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From Clinical Practice to Biotech Pioneer with Dr. Joan Fallon 35:55

4M ago35:55

35:55

Julie's brand new Big Gorgeous Goals: Official Workbook can be ordered now! Grab your copy. Dr. Joan Fallon shares her journey from clinical practice to founding Curemark, a biotech company developing novel therapies for Autism based on her discovery of enzyme deficiencies in children with the condition. Her innovative approach challenges tradition…

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5 Mistake Most Millionaire Retirees Make 31:05

4M ago31:05

31:05

You've done the hard work. You saved consistently, built a seven-figure portfolio, and are ready to enjoy retirement. But even millionaire retirees can make mistakes that put their plans at risk. In this episode, Devin shares the five most common retirement mistakes he sees among high-net-worth clients. These include missing long-term tax planning …

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Overview of the One, Big, Beautiful Bill 32:11

4M ago32:11

32:11

In this episode, we break down the newly signed One Big Beautiful Bill Act (OBBBA) and what it means for retirees. From the extension of the 2017 tax cuts to new rules around Roth conversions, Social Security taxation, and a brand-new "Senior Deduction"—there's a lot packed into this legislation. We'll walk you through the major provisions, highlig…

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Pivoting with Purpose: Learning To Leverage Unlikely Skills with Shari Cedar 36:42

4M ago36:42

36:42

Julie's brand new Big Gorgeous Goals: Official Workbook can be ordered now! Grab your copy. Shari Cedar's remarkable career pivot reveals how seemingly unrelated skills can become your greatest business assets. In this episode of Figure 8, we discover the unconventional journey from TV production to becoming CEO of AK Building Services-- a major co…

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Inbox Question | How Filing Early Impacts the Spousal Benefit 3:06

4M ago3:06

3:06

Today we answer a question from Ken, a recent retiree at 63, about how his Social Security claiming decision impacts his wife's future spousal benefit. We break down how spousal benefits are calculated, whether the FRA (Full Retirement Age) amount is frozen when you claim early, and how COLA (Cost of Living Adjustments) factor into the equation. Al…

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Growing a Million-Dollar Wellness Brand Through Crisis with Amber Briggle 36:12

5M ago36:12

36:12

Julie's brand new Big Gorgeous Goals: Official Workbook can be ordered now! Grab your copy. Amber Briggle shares her inspiring journey from hands-on massage therapist to CEO of Soma Massage Therapy, a business that has grown to two locations grossing over a million dollars annually with plans to franchise nationwide. Amber Briggle (she/her) is the …

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Why Taxes In Retirement Get More Complicated 34:17

5M ago34:17

34:17

Most retirees think tax planning ends with knowing their tax bracket, but that's just the beginning. In this episode, we unpack how different income sources interact in retirement, and how seemingly smart decisions can trigger hidden taxes, Medicare surcharges, and other costly surprises. Learn how to avoid the traps and make your retirement income…

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Inbox Question | The Good Life Abroad: Would We Go? 7:15

5M ago7:15

7:15

Today we answer a question from Chris about The Good Life Abroad and whether we plan to take a trip with the company. We share our thoughts on the concept, what interests us about their offerings, and whether a future review might be on the horizon. Although this show does not provide specific tax, legal, or financial advice, you can engage Devin o…

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Scaling Your Business Beyond Media with Denise Bedell 34:14

5M ago34:14

34:14

Julie's brand new Big Gorgeous Goals: Official Workbook can be ordered now! Grab your copy. Denise Bedell shares her journey pivoting from media to entrepreneurship as the founder of Content Innovo, helping businesses share their content and tell stories worldwide. Denise is an EPPY-nominated journalist and editor, who has been telling the stories …

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Inbox Question | How Much Umbrella Insurance Do You Need? 12:44

6M ago12:44

12:44

Today we answer a question from Sandi about how much umbrella insurance coverage you really need — especially as you approach retirement. We discuss why someone might choose a $2 million policy, how assets like home value, retirement accounts, and savings factor in, and share real-world examples to help you gauge whether you're over- or underinsure…

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Inbox Question | How the Small Estate Affidavit Process Works 13:08

5M ago13:08

13:08

Today we answer a question from Peter about what happens when a parent dies with a fully planned estate that avoids probate — and how the Small Estate Affidavit process works in practice. We discuss handling unexpected estate assets like refund checks, whether you can open an estate bank account without letters testamentary, and who's responsible f…

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Legacy to Leadership: Transforming a Mission-Critical Business with Ania Aliev 33:28

5M ago33:28

33:28

Julie's brand new Big Gorgeous Goals: Official Workbook can be ordered now! Grab your copy. Ania Aliev shares her journey of entrepreneurship through acquisition, transforming Life Support Systems from a paper-based business into a digital operation with growth potential. Her story demonstrates the importance of careful change management and mainta…

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Listener Q&A: Trusts, IRMAA, Inheritance Taxes, Capital Gains, and More 41:10

6M ago41:10

41:10

In this special episode, we catch up on a backlog of insightful listener questions—covering everything from estate planning and Social Security taxation to Roth conversions and Medicare rules. If you've been wrestling with real-world retirement planning decisions, you're not alone. Today's episode delivers practical answers to the kinds of issues m…

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The 3 Parts to a Perfect Estate Plan – Part 3: Protecting the Beneficiaries' Inheritance (Estate Planning Series Finale) 47:55

6M ago47:55

47:55

In the final installment of our 3-part estate planning series, we dive into one of the most overlooked—but critically important—aspects of planning: protecting your heirs' inheritance. It's not enough to simply leave assets to your loved ones. Without proper planning, those assets could be exposed to divorce, lawsuits, creditors, or mismanagement. …

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Inbox Question | Home Equity for Long Term Care 13:05

6M ago13:05

13:05

Today we answer Jeff's question about using home equity to pay for end-of-life care — from tapping into equity for in-home support to selling the home to cover nursing home costs. In high-cost states like California, many seniors are house rich and cash poor, and this episode explores strategies to help families navigate that challenge. Although th…

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Designing Your Ideal Life: The Leveraged Business Model with Fabienne Fredrickson 37:28

6M ago37:28

37:28

Julie's brand new Big Gorgeous Goals: Official Workbook is here! Order your copy today. Fabienne Fredrickson shares how solo business owners can make powerful impact with their work while creating time for rest, joy, and pleasure. She reveals the framework she used to grow her business by 538% in just three years. For 20+ years, Fabienne Fredrickso…

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The 3 Parts to a Perfect Estate Plan – Part 2c: Common Mistakes & Oversights 28:47

6M ago28:47

28:47

In this episode, we shine the light on common estate planning mistakes that can derail even the best intentions. We discuss the risks of failing to update beneficiary designations and why relying solely on joint ownership can create unexpected complications. Although this show does not provide specific tax, legal, or financial advice, you can engag…

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Inbox Question | Medicaid for Parents 12:05

6M ago12:05

12:05

Today we answer a question from Cathy about helping aging parents in California navigate care costs, preserve limited resources, and explore options like pro bono legal support. 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://…

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The 3 Parts to a Perfect Estate Plan – Part 2b: Tax Considerations 38:58

6M ago38:58

38:58

In this episode, we cover key tax considerations around wealth transfer. We cover the differences between federal estate tax and state inheritance tax, and explain why the stepped-up basis is such a powerful tool for minimizing capital gains taxes for heirs. Although this show does not provide specific tax, legal, or financial advice, you can engag…

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Inbox Question | Company Stock in 401K 8:45

6M ago8:45

8:45

In this episode, Brian asks some great questions about using Net Unrealized Appreciation (NUA) for company stock inside a 401(k). We dive into the rules, timing, and strategies that could lead to major tax savings—if you do it right. We cover: What exactly is NUA and why it matters Can you use NUA before retirement? Do you need to be age 59½? Can y…

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From Daycares to Dynasties with Victoria Sopik 31:28

6M ago31:28

31:28

Entrepreneurs, listen up. Amplify Your Voice 2025, the financial edition is where you need to be. Brought to you by Canadian Small Business Women, a place for entrepreneurs to find the resources to take their businesses to the next stage. You'll learn from incredible keynote speakers and leave feeling more confident about your financial future. Fro…

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The 3 Parts to a Perfect Estate Plan: Part 2a: Non-Probate Transfers 26:42

6M ago26:42

26:42

In this episode, we explore how to pass on your assets smoothly and efficiently—without dragging your loved ones through probate court. You'll learn why probate can be costly and time-consuming, and how non-probate strategies like beneficiary designations, joint ownership, and revocable living trusts can help you keep more money in your family's ha…

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Inbox Question | Running a Business & Collecting Benefits: What Counts Toward the Earnings Limit? 6:57

7M ago6:57

6:57

In this inbox episode, we break down how the Social Security earnings limit works—especially for C corp owners who split income between salary and dividends. Learn what counts toward the limit, what doesn't, and how smart income structuring can help you avoid benefit reductions. Although this show does not provide specific tax, legal, or financial …

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The 3 Parts to a Perfect Estate Plan – Part 1b: Planning for Incapacity 46:11

7M ago46:11

46:11

In the first part of our series on estate planning, we laid the groundwork for why incapacity planning matters and what documents you need to get started. But there's more to it than just having your paperwork in order. In this second episode on planning for incapacity, we take the conversation further by focusing on what happens when long-term car…

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The Art of Business Delegation with Marla Coffin 38:40

7M ago38:40

38:40

Entrepreneurs, listen up. Amplify Your Voice 2025, the financial edition is where you need to be. Brought to you by Canadian Small Business Women, a place for entrepreneurs to find the resources to take their businesses to the next stage. You'll learn from incredible keynote speakers and leave feeling more confident about your financial future. Fro…

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The 3 Parts to a Perfect Estate Plan – Part 1a: Planning for Incapacity 31:04

7M ago31:04

31:04

Today kicks off a brand-new series on estate planning. Estate planning is one of those things everyone knows they should do—but far too many people put it off, sometimes until it's too late. And the truth is, whether your financial situation is complex or pretty straightforward, having a solid estate plan isn't just about what happens after you're …

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Navigating Challenges in Women’s Health and Business with Aeryon Ashlie 35:37

8M ago35:37

35:37

Julie's Big Gorgeous Goals: Official Workbook is here! Order your copy today. Engaging women entrepreneurs and health advocates, our latest episode features the award-winning Aeryon Ashlie, founder of Aeryon Wellness Supplements. We delved into the importance of NPN certifications and supporting Canadian products, navigating business challenges, an…

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Inbox Question | A Better Approach to the S&P 500? 7:42

8M ago7:42

7:42

John asks about buying the individual sectors of the S&P 500 and rebalancing based on performance instead of simply buying an index fund. Devin shares the pros and cons that he can see with this strategy and shares what he thinks is a better approach. Although this show does not provide specific tax, legal, or financial advice, you can engage Devin…

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Why Female Founders Thrive: Lessons from the Frontlines with Jess Schultz 32:25

8M ago32:25

32:25

Julie's Big Gorgeous Goals: Official Workbook is here! Order your copy today. Jess Schultz, the founder and CEO of Amplify Group, shares her unique journey from finance to entrepreneurship. She emphasizes the value of support and progressive networks for women in business. As the founder and CEO of Amplify Group, Jess Schultz is a go-to market supe…

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Inbox Question | Cutting Work Hours at 60: Will It Reduce Social Security? 4:53

8M ago4:53

4:53

Rosemary's husband is scaling back to 32 hours a week as part of his transition plan before switching careers. With Social Security in mind, she asks: Will this reduced income impact their future benefits? In this episode, we break down how Social Security calculates benefits, whether lower earnings in the final working years can reduce your check,…