Joe Knows Retirement
By Joe Schmitz Jr., CFP® ChFC® CKA®
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Category: Investing
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Episodes: 301
Description
Welcome to the Joe Knows Retirement Podcast! Where Joe will take you through strategies to make the most of your retirement.
| Episode | Date |
|---|---|
|
The Biggest Retirement Mistake Isn't Running Out of Money... It's This
|
Jul 09, 2026 |
|
7 Retirement Mistakes I See Every Week (Don't Make These)
|
Jul 07, 2026 |
|
98% of Retirees Should Be Worried About These 3 Risks
|
Jul 02, 2026 |
|
The Truth About Having Both a Pension and an IRA
|
Jun 30, 2026 |
|
The Biggest Retirement Lies That Could Cost You Thousands
|
Jun 27, 2026 |
|
Don't Retire Until You Answer These 5 Questions First
|
Jun 25, 2026 |
|
Watch Out For Tax Bracket Creep If You Have a Pension
|
Jun 18, 2026 |
|
Pension Mistakes That Could Cost You Six Figures in Retirement
|
Jun 16, 2026 |
|
Roth Conversion Windows For Those With Pensions
|
Jun 11, 2026 |
|
10 Pension Mistakes Near Retirement
|
Jun 09, 2026 |
|
The 2% Club (Full Audiobook)
|
Jun 05, 2026 |
|
I Hate Taxes (Full Audiobook)
|
Jun 05, 2026 |
|
Midwestern Millionaire (Full Audiobook)
|
Jun 05, 2026 |
|
Peak Retirement (Full Audiobook)
|
Jun 05, 2026 |
|
7 Biggest Decisions in Retirement
|
Jun 04, 2026 |
|
Your Pension Might ONLY Be Worth HALF in Retirement
|
Jun 02, 2026 |
|
Most Pension Retirees Miss These Opportunities
|
May 30, 2026 |
|
The 5 WORST Things About Retirement
|
May 28, 2026 |
|
The Retirement Tax Trap NO One Warns High Net Worth Investors About
|
May 26, 2026 |
|
I'm 60 With $1M + A Pension… Can I REALLY Retire?
|
May 23, 2026 |
|
7 Questions to Ask Before Roth Converting
|
May 21, 2026 |
|
10 Retirement Questions You MUST Answer Before It's Too Late
|
May 19, 2026 |
|
Are You Spending Enough Money in Retirement?
|
May 16, 2026 |
|
Pension Jail Is REAL… But Walking Away Could Cost You $1M+
|
May 14, 2026 |
|
10 Tax Planning Considerations For Those With Pensions
|
May 12, 2026 |
|
Wealthy Retirees ALL Regret These 5 Mistakes… Don't Be One of Them
|
May 09, 2026 |
|
How to Maximize Your Pension and Social Security Income
|
May 07, 2026 |
|
The $1M Tax Savings Lie… What Roth Conversions ACTUALLY Do
|
May 05, 2026 |
|
FAQs You NEED to Know Before Hiring a Financial Planning Team
|
May 02, 2026 |
|
These 3 Pension Pillars Can Make or Break Your Retirement
|
Apr 30, 2026 |
|
Bad Retirement Advice I've Seen (Real Client Story)
|
Apr 28, 2026 |
|
Why Your Future Net Worth Is MUCH Bigger Than You Think
|
Apr 25, 2026 |
|
Do You ACTUALLY Have Enough? (The Truth for Pension + $1M Retirees)
|
Apr 23, 2026 |
|
Widows, Be Aware of This BEFORE It's Too Late
|
Apr 21, 2026 |
|
Stop Saving… Start Spending? The 4 Things You MUST Do With Your Money in Retirement
|
Apr 18, 2026 |
|
If Your Advisor Isn't Doing THIS… You're Overpaying
|
Apr 16, 2026 |
|
4 Considerations If You Have a Pension
|
Apr 14, 2026 |
|
If Your Advisor Says THIS… They Don't Work With High-Net-Worth Investors (10 Red Flags)
|
Apr 09, 2026 |
|
80% of Retirees Pay $0 in Federal Income Taxes… Here's Why You Won't
|
Apr 07, 2026 |
|
Income Planning With a Pension. Should You Be Concerned About Market Volatility?
|
Apr 04, 2026 |
|
Pension and Social Security?… Here's What Most Miss
|
Apr 02, 2026 |
|
5 Considerations Before Doing Roth Conversions With Pensions
|
Mar 31, 2026 |
|
You Did Everything Right… So Why Are Your Taxes So High?
|
Mar 26, 2026 |
|
Why Retirees With $1M+ STILL Fear Running Out of Money
|
Mar 24, 2026 |
|
5 Things You MUST Know Before Moving to Another State in Retirement
|
Mar 21, 2026 |
|
I Am Retired. What Should I Do With My 401k?
|
Mar 19, 2026 |
|
3 Roth Conversion Myths Retirees Still Believe
|
Mar 17, 2026 |
|
Inherited IRA... Use These 7 Strategies Before You Withdraw
|
Mar 14, 2026 |
|
Why Prepaying Your RMDs Could Save You Thousands in Retirement
|
Mar 12, 2026 |
|
The 7-Point Retirement Checklist For Those Retiring With a Pension
|
Mar 10, 2026 |
|
3 HUGE Tax Wins in the One Big Beautiful Bill That Retirees Can't Ignore in 2026
|
Mar 07, 2026 |
|
Pension, Social Security, and $1 Million Saved… Consider These Points
|
Mar 05, 2026 |
|
Have a Pension? Need an Income Annuity?
|
Mar 03, 2026 |
|
100 Things Midwestern Millionaires Do
|
Feb 28, 2026 |
|
Stop Guessing Your Roth Conversions Before This Window Closes
|
Feb 26, 2026 |
|
Your 401k Might Be Your Biggest Retirement Mistake If You Have a Pension
|
Feb 24, 2026 |
|
10 Retirement Fixes You Can Do TODAY
|
Feb 19, 2026 |
|
10 Tax Planning Moves Every Pension Retiree Must Know
|
Feb 17, 2026 |
|
DIY Retirement Planning? 4 Reasons to Hire an Advisor
|
Feb 14, 2026 |
|
These 5 Retirement Income Strategies Change Everything if You Have a Pension
|
Feb 12, 2026 |
|
Biggest Retirement Mistakes for Those With Pensions
|
Feb 10, 2026 |
|
5 In-Service Withdrawal Rules You Must Know (401k/TSP)
|
Feb 07, 2026 |
|
90% of People Should NOT Do a Roth Conversion?… But You Might Need To If You Have a Pension
|
Feb 05, 2026 |
|
The 7-Step Retirement Checklist Pension Owners Can't Ignore
|
Feb 03, 2026 |
|
These Retirement Regrets Cost People Their Best Years
|
Jan 29, 2026 |
|
5 Tax Traps That Can Destroy Your Pension in Retirement
|
Jan 27, 2026 |
|
10 Reasons You Should NEVER Pay a Financial Advisor 1%
|
Jan 24, 2026 |
|
The 2% Club (Pension and $1 Million+ Saved)
|
Jan 22, 2026 |
|
4 Things NO ONE Tells You If You Have a Pension
|
Jan 20, 2026 |
|
If You're 60 With $3 Million Saved… This Retirement Tax Problem Is Coming
|
Jan 17, 2026 |
|
Tax Planning with Pensions
|
Jan 15, 2026 |
|
Pension + Social Security = A Tax Nightmare?
|
Jan 13, 2026 |
|
Traditional vs Roth: Smarter Retirement Moves If You Have a Pension
|
Jan 08, 2026 |
|
10 Things You MUST Do If You're Retiring With a Pension
|
Jan 06, 2026 |
|
Federal Employees: This TSP Roth Conversion Rule Changes Everything
|
Jan 03, 2026 |
|
Have a Pension & $1M+ Saved? Here's Why Smart Retirees STILL Hire Help
|
Jan 01, 2026 |
|
Stop Working if You Have a Pension!
|
Dec 26, 2025 |
|
Pension? Millionaire? THIS Is Your Real Problem in Retirement
|
Dec 23, 2025 |
|
Do NOT Roth Convert If You Meet These 6 Rules
|
Dec 18, 2025 |
|
Most 62-Year-Olds Miss This… Even With $2M Saved
|
Dec 16, 2025 |
|
Have a Pension? This Will Help You Spend Your Money…
|
Dec 13, 2025 |
|
3 Things to Do if You Have a Pension
|
Dec 11, 2025 |
|
Everything to Know About Roth Conversions if You Have a Pension - 21 Things to Consider
|
Dec 10, 2025 |
|
Why Advisors HATE Roth Conversions
|
Dec 06, 2025 |
|
10 Tax Considerations Before the End of the Year
|
Dec 04, 2025 |
|
A Mentor's Legacy: Joe's Journey Into Financial Planning
|
Dec 03, 2025 |
|
The Truth About the 60/40 Portfolio (Pension Holders Beware)
|
Dec 02, 2025 |
|
Must-Know Pension Moves for Your 50s & 60s
|
Nov 25, 2025 |
|
3 Things to plan for Retirement (Millionaires with a Pension)
|
Nov 22, 2025 |
|
The 2% Club: Are You Among the Elite Ready for Retirement?
|
Nov 18, 2025 |
|
Defer Taxes Into Retirement? BIG Mistake for Pension Holders
|
Nov 15, 2025 |
|
Why Your Pension Could Make You Pay MORE in Taxes!
|
Nov 13, 2025 |
|
Stop Waiting to Break Even on Your ROTH!
|
Nov 11, 2025 |
|
Retiring Single with a Pension? You Could Pay nearly DOUBLE in Taxes
|
Nov 09, 2025 |
|
Why Millionaires Still Feel Broke in Retirement
|
Nov 07, 2025 |
|
7 Pension Mistakes In Retirement
|
Nov 04, 2025 |
|
Can You REALLY Live Tax-Free in Retirement If You Have a Pension?
|
Nov 01, 2025 |
|
5 Roth Conversion MISTAKES That Could Cost You Hundreds of Thousands in Retirement
|
Oct 30, 2025 |
|
From $1M to $5M in Retirement?! Here's How It Actually Happens
|
Oct 28, 2025 |
|
Why the 4% Rule Could Be Dangerous If You Have a Pension
|
Oct 23, 2025 |
|
5 Retirement Moves to Protect Your Spouse (Before It's Too Late)
|
Oct 21, 2025 |
|
Is the 12% Tax Bracket Enough for Roth Conversions? (The Truth for Millionaires with Pensions)
|
Oct 18, 2025 |
|
Most Pension Retirees Think They're Ready… But Are You Truly Prepared?
|
Oct 16, 2025 |
|
Should You Really Work Until 65 If You Have $1M+ & a Pension?
|
Oct 11, 2025 |
|
Why Roth Conversions Could Save Your Retirement (or Ruin It)
|
Oct 07, 2025 |
|
Lump Sum Pension: 5 Questions You Can't Afford to Ignore
|
Oct 04, 2025 |
|
Roth Conversion Hidden Traps That DIY'ers Must Know
|
Sep 30, 2025 |
|
What Retired Millionaires Regret Most (It's Not Money!)
|
Sep 27, 2025 |
|
Pension Planning: Build a Legacy That Lasts
|
Sep 25, 2025 |
|
Roth Conversions After 60: The Hidden Window of Opportunity
|
Sep 18, 2025 |
|
Roth IRA 5-Year Rule: Everything to Know
|
Sep 16, 2025 |
|
The 5 Pillars of Pension Planning: Must-Haves for a Secure Retirement
|
Sep 13, 2025 |
|
Medicare with a Pension: Avoid Tax & Premium Surprises in Retirement
|
Sep 11, 2025 |
|
Taking VERA? 6 Things Federal Employees Must Know!
|
Sep 11, 2025 |
|
What Every DIY Needs to Know for Retirement Planning
|
Sep 08, 2025 |
|
8 Retirement Tax Strategies CPAs Won't Tell You
|
Sep 05, 2025 |
|
Should You DIY Your Retirement? 4 Questions to Ask Yourself First
|
Sep 05, 2025 |
|
You've Saved $1M+… Now What? The Emotional Side of Retirement
|
Sep 03, 2025 |
|
Should You Tax-Loss Harvest? These Are The People It Makes Most Sense For...
|
Sep 02, 2025 |
|
10 Things You NEED To Know If You Want To DIY Your Retirement
|
Sep 02, 2025 |
|
$1 Million Lump Sum vs $50,000/Year Pension: Which Is Worth More?
|
Aug 19, 2025 |
|
If You're 65 Or Older, The 22% Tax Bracket Has Changed. Here's Everything You Need to Know
|
Aug 19, 2025 |
|
6 Things $1M+ Savers With A Pension Get Wrong About Income Planning In Retirement
|
Aug 12, 2025 |
|
5 Things Midwestern Millionaires In The 2% Club Do Right In Retirement Planning
|
Aug 12, 2025 |
|
Pension and $1M+? Save $10k By Roth Converting Before Age 63!
|
Aug 12, 2025 |
|
"You'll Be In A Lower Tax Bracket In Retirement." Is That True If You Have A Pension & $1M+?
|
Aug 12, 2025 |
|
Why You Should NOT Use The 4% Rule Or Guardrails Strategy In Retirement If You Have A Pension & $1M+
|
Aug 05, 2025 |
|
Should You Move States In Retirement? The Ultimate Checklist For Those With A Pension & $1 Million+
|
Aug 05, 2025 |
|
Should You Do A Life Insurance Retirement Plan (LIRP) If You Have A Pension & $1M+ Saved?
|
Jul 26, 2025 |
|
Why You Should NOT Roth Convert Into The 32% Bracket
|
Jul 25, 2025 |
|
These Are The Sweet Spots For Roth Conversions If You Are 55-63 w/ A Pension & $1M+
|
Jul 25, 2025 |
|
The Big Beautiful Bill $6k Bonus Deduction: What You Need To Know If You're 65 w/ A Pension & $1m+
|
Jul 21, 2025 |
|
What You Need To Know About The One Big Beautiful Bill If You Have A Pension & $1M+ Saved
|
Jul 16, 2025 |
|
What You Need To Know If You're A Widow With A Pension & $1 M+ Saved
|
Jul 16, 2025 |
|
Most Retirees With A Pension & $1M+ Do These Things... And Regret It Later
|
Jul 07, 2025 |
|
The 5 Retirement Traps That Catch Millionaires With Pensions Off Guard
|
Jul 07, 2025 |
|
Have An Advisor? Make Sure They're Doing These 10 Things
|
Jul 02, 2025 |
|
Retired With A Pension And Still Paying Too Much in Taxes? Here's the Fix...
|
Jul 02, 2025 |
|
Wait... Can Your Pension Be Considered An Asset Class?
|
Jul 02, 2025 |
|
How To Find A Financial Planning Team Who Shares Your Christian Values (Certified Kingdom Advisor®)
|
Jun 24, 2025 |
|
7 Financial Fears Midwestern Millionaires Won't Say Out Loud
|
Jun 21, 2025 |
|
Retiring With a Pension in 2025: What You Need To Know
|
Jun 20, 2025 |
|
Why You May Want To Do Roth Conversions If You're Still Working & Have A Pension (Case Study)
|
Jun 18, 2025 |
|
Want To Retire Early With A Pension & $1 Million+? Watch This First!
|
Jun 18, 2025 |
|
What Should You Do With Your 401k/403b/TSP/457 When You Retire?
|
Jun 12, 2025 |
|
This Is How Pension Options Are Calculated
|
Jun 11, 2025 |
|
Can You Retire At 60 With $1.5 Million & A $5k mo Pension? Let's Run The Numbers...
|
Jun 11, 2025 |
|
8 Reasons When You Should Take Out From Your Roth (If You Have A Pension)
|
Jun 11, 2025 |
|
You Might Be A Midwestern Millionaire If...
|
Jun 04, 2025 |
|
Joe Shares Peak's Purpose, Impact, & Growth On The Advisor Journey
|
Jun 02, 2025 |
|
Her Advisor Said No To Roth Conversions?? (Pension & $2M+ Case Study)
|
Jun 02, 2025 |
|
10 Questions To Consider If You're Retiring With A Pension & $1M+ Saved
|
May 27, 2025 |
|
5 Reasons Why Your Financial Advisor Should Do Tax Prep For You
|
May 27, 2025 |
|
What To Do If You Have Financial Freedom In Retirement
|
May 22, 2025 |
|
Watch This If You Give $5,000 Or More To Charities Each Year & Want To Save Money In Taxes
|
May 22, 2025 |
|
Pension Case Study: Partial Lump Sum and Survivorship Options
|
May 19, 2025 |
|
Consider These Things Before Gifting Money To Your Kids & Grandkids (w/ A Pension & $1 M+ Saved)
|
May 12, 2025 |
|
Everything You Need To Know About The 2% Club (Retiring w/ A Pension & $1M+ Saved)
|
May 08, 2025 |
|
7 Things Financial Advisors Could Say That Should Make You Nervous
|
May 05, 2025 |
|
Pension, Social Security, & $1 Million+ Saved: Tax Efficient Income Planning
|
May 01, 2025 |
|
5 Tax-Free Strategies Before You Retire
|
Apr 28, 2025 |
|
If You Have A Pension & $1M+ Saved, Consider These Five Pillars Of Planning In Retirement
|
Apr 24, 2025 |
|
Should You Rent Or Buy A Second Home In Retirement?
|
Apr 23, 2025 |
|
How To Maximize Your Pension & Avoid Mistakes In Retirement
|
Apr 21, 2025 |
|
$3K Pension Per Month & $1 Million+ Saved: What Should I Do?
|
Apr 16, 2025 |
|
Running Out Of Money Vs Running Out Of Time To Enjoy Your Money In Retirement
|
Apr 14, 2025 |
|
How To Lower Your Taxes If You Have A Pension
|
Apr 10, 2025 |
|
How To Diversify Your Taxes If You Have A Pension
|
Apr 08, 2025 |
|
What To Do After Two 20%+ Return Years In The Market (Positive Sequence Of Returns)
|
Apr 03, 2025 |
|
Is $1 Million With A Pension Enough To Retire? (Realistic Breakdown & Strategies)
|
Mar 27, 2025 |
|
Spend, Give, Or Gift If You Have A Pension & $1 Million+
|
Mar 22, 2025 |
|
$1 Million Lump Sum vs $50K Per Year Pension: Which Is Better?
|
Mar 21, 2025 |
|
Avoid Pension Tax Traps In Retirement With These Strategies
|
Mar 20, 2025 |
|
Don't Retire With A Pension Without Knowing These Hidden Costs
|
Mar 17, 2025 |
|
Joe Leads A Radio Show Discussing Taxes, Tariffs, DOGE, & State of the Union
|
Mar 12, 2025 |
|
How To Plan For Early Retirement With A Pension
|
Mar 05, 2025 |
|
Feel Better About Making Big Purchases In Retirement If You Have A Pension
|
Feb 27, 2025 |
|
Roth Conversion Planning With A Pension: Everything You Need To Know
|
Feb 25, 2025 |
|
If Your Pension Is Over $100K, Pay Attention To These Things
|
Feb 24, 2025 |
|
Pros And Cons Of Being Single With A Pension
|
Feb 20, 2025 |
|
If You Can Do These Things Yourself, You May Not Need A Financial Advisor In Retirement
|
Feb 18, 2025 |
|
Think About These Things Before Taking Social Security If You Have A Pension
|
Feb 17, 2025 |
|
Joe Talks About Everything from Retirement to Pensions, Federal Employees, and Pizza on the Radio
|
Feb 13, 2025 |
|
3 Things To Know If You Have A Pension And $1 Million+ Saved
|
Feb 10, 2025 |
|
Joe Shares His Story And The Story Of Peak Retirement Planning
|
Feb 10, 2025 |
|
If You Have A Pension, Spend More Money In Retirement!
|
Feb 04, 2025 |
|
Everything You Need To Know About Income Planning With A Pension In Retirement
|
Jan 30, 2025 |
|
If You Have A Pension & $1 Million+ Saved, Watch Out For These Things In Retirement
|
Jan 28, 2025 |
|
Vanguard's 2025 Market Projections Might Surprise You...
|
Jan 27, 2025 |
|
If You Have A Pension, Plan For RMDs
|
Jan 23, 2025 |
|
DON'T Work With A Financial Advisor If This Is You
|
Jan 22, 2025 |
|
Pensions Affect EVERY Area Of Your Retirement (Five Pillars Of Pension Planning)
|
Jan 21, 2025 |
|
10 Reasons Why You Should NOT Pay 1% For An Advisor
|
Jan 17, 2025 |
|
Do You Need An Annuity If You Have A Pension?
|
Jan 13, 2025 |
|
3 Realities Of Retiring With A Pension
|
Jan 09, 2025 |
|
2025 Tax Planning Changes: Everything You Need to Know
|
Jan 09, 2025 |
|
Estate Planning Must-Knows For Those With Over $1 Million
|
Jan 02, 2025 |
|
55-70 With $1 Million+: What To Plan For In Retirement (Especially If You Have A Pension)
|
Jan 02, 2025 |
|
5 Tax Planning Strategies For Retirement
|
Dec 27, 2024 |
|
How To Break Up With Your Financial Advisor The Right Way
|
Dec 24, 2024 |
|
Here's Why Having An Estate Plan Is Important For All Retirees With $1 Million+
|
Dec 17, 2024 |
|
If You're 62 With Over $1 Million, Be Aware Of This
|
Dec 11, 2024 |
|
Don't Retire With A Pension Without Knowing These Things
|
Dec 09, 2024 |
|
If You're Retiring With $1 Million Or More, You NEED To Know This Strategy
|
Dec 04, 2024 |
|
Is Your Spouse Financially Okay If You Pass?
|
Dec 02, 2024 |
|
Should You Retire Early? Here are some things you should think about...
|
Nov 27, 2024 |
|
2024 End-of-Year Tax Planning | Don't Miss These Tax Planning Items Before the End of the Year
|
Nov 21, 2024 |
|
What's Going to Happen to the Tax Cuts & Jobs Act? (And Trump's Other Tax Proposals)
|
Nov 20, 2024 |
|
The BEST Savers Are The WORST Spenders In Retirement
|
Nov 14, 2024 |
|
4 Things To Know If You're Retiring With A Pension
|
Nov 13, 2024 |
|
Is Your Financial Planner As Specialized As You Need?
|
Nov 09, 2024 |
|
How Could The Election Impact Your Retirement? (The Answer Might Surprise You)
|
Nov 02, 2024 |
|
How Much Should You Roth Convert? (The Higher Your Income, The Trickier It Gets)
|
Oct 29, 2024 |
|
About To Retire? You Can Do These Things With An Old 401k
|
Oct 19, 2024 |
|
Why Is Retirement Planning So Prevalent Today For Those 55-70?
|
Oct 16, 2024 |
|
Pensions & Roth Conversions: What To Plan For In Retirement
|
Oct 14, 2024 |
|
5 Tax Planning Strategies For Retirement
|
Oct 08, 2024 |
|
Could YOU Be A Midwestern Millionaire? (Even Without Being From The Midwest)
|
Sep 24, 2024 |
|
Roth Conversions: Are They Worth It?
|
Sep 21, 2024 |
|
CFP® Talks the Current Market and Tips for Better Investing | Peak Retirement Planning
|
Sep 19, 2024 |
|
Permanent Life Insurance: Is It NECESSARY In Retirement?
|
Sep 18, 2024 |
|
3 Keys To Creating Income In Retirement
|
Sep 16, 2024 |
|
Only 25% of People Have a Roth IRA. Here's Why That Should Be Higher...
|
Sep 10, 2024 |
|
Generational Wealth Can Change the Lives of Your Kids and Grandkids
|
Sep 06, 2024 |
|
Do You Know Aunt IRMAA & Uncle Sam? This Is How They Can Impact Your Retirement
|
Sep 03, 2024 |
|
It's Okay To Spend Money In Retirement!
|
Aug 31, 2024 |
|
This Is What Taxes Will Look Like In 2026 (Unless Something Changes)
|
Aug 27, 2024 |
|
Are You Retiring with a Pension? You Have These Decisions to Make...
|
Aug 20, 2024 |
|
How to Plan for the Three Phases of Retirement
|
Aug 17, 2024 |
|
Joe Talks The 2024 Presidential Election and How It Could Impact Your Retirement
|
Aug 15, 2024 |
|
5 Types of People Roth Conversions Almost ALWAYS Make Sense For
|
Aug 13, 2024 |
|
If You Are 59.5, You Must Know This Strategy
|
Aug 09, 2024 |
|
If You're 55-59, Prepare for Retirement By Doing These Things... [Episode 70]
|
Jul 30, 2024 |
|
I Love and Hate Pensions [Episode 69]
|
Jul 23, 2024 |
|
CFP® Reacts to Trump Assassination Attempt | What If Trump Wins the Election? [Episode 68]
|
Jul 16, 2024 |
|
Are You A DIY Retirement Planner? Four Things You Need to Know [Episode 67]
|
Jul 14, 2024 |
|
I'm 60 Years Old With A Pension And $1 Million Saved. What's Next? [Episode 66]
|
Jul 09, 2024 |
|
Why You Should NOT Roth Convert Everything... [Episode 65]
|
Jul 01, 2024 |
|
If You Have $1-3 Million Or More, LISTEN TO THIS! [Episode 64]
|
Jun 25, 2024 |
|
Long-Term Care Insurance: Is It Right For You? [Episode 63]
|
Jun 20, 2024 |
|
Estate Planning Documents: Everything You Need To Know [Episode 62]
|
Jun 18, 2024 |
|
Why Your Kids Should Work With Your Financial Advisor [Episode 61]
|
Jun 15, 2024 |
|
Joe and Mindy Talk All Things Retirement Planning [Episode 60]
|
Jun 10, 2024 |
|
How Buckets Can Help You Pay Less Taxes On Your Investments [Episode 59]
|
Jun 10, 2024 |
|
Retiring at 59.5 Could Be The BEST Thing For You... [Episode 58]
|
Jun 04, 2024 |
|
One-Time Financial Plan vs. Ongoing Plan: What's The Difference? [Episode 57]
|
Jun 01, 2024 |
|
5 Reasons to Roth Convert If You Have A Pension [Episode 56]
|
May 28, 2024 |
|
THIS Shows How Devastating the Widow's Penalty Can Be [Episode 55]
|
May 23, 2024 |
|
Is It Enough To Work With A Fiduciary In Retirement Planning? [Episode 54]
|
May 20, 2024 |
|
Tax Planning is the KEY to Retirement Planning [Episode 53]
|
May 13, 2024 |
|
Joe Talks Midwestern Millionaires and Retirement on 610 WTVN [Episode 52]
|
May 10, 2024 |
|
Annuities: Everything You Need To Know [Episode 51]
|
May 07, 2024 |
|
The 2 MOST IMPORTANT Things to Plan for in Retirement [Episode 50]
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May 03, 2024 |
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Financial Advisors Say Some Crazy Stuff... [Episode 49]
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Apr 30, 2024 |
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If You're Retired With a High Net Worth, Be Aware of This! [Episode 48]
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Apr 26, 2024 |
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6 Reasons to NOT Get Retirement Planning Advice from Peers [Episode 47]
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Apr 23, 2024 |
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Joe Joins Mikaela Hunt on 610 WTVN [Episode 46]
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Apr 19, 2024 |
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Don't Follow Cookie Cutter Retirement Planning Advice [Episode 45]
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Apr 16, 2024 |
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Insurance-Only vs Fully Fiduciary Financial Advisor: What's the Difference? [Episode 44]
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Apr 13, 2024 |
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Why Do CPAs Not Talk Tax Planning? [Episode 43]
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Apr 10, 2024 |
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Do You NEED Life Insurance in Retirement?? [Episode 42]
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Apr 06, 2024 |
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Use THESE Strategies for Long-Term Care Costs in Retirement [Episode 41]
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Apr 03, 2024 |
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$700k Income Each Year and They STILL Had Credit Card Debt?? [Episode 40]
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Mar 30, 2024 |
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4 BEST Charitable Planning Strategies in Retirement [Episode 39]
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Mar 27, 2024 |
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A Second Opinion Could Go Farther Than You Think... [Episode 38]
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Mar 23, 2024 |
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This Trend Could MASSIVELY Impact Your Retirement... [Episode 37]
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Mar 19, 2024 |
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10 Reasons Why You SHOULD Roth Convert [Episode 36]
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Mar 16, 2024 |
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How Government Spending And Tax Changes Could Affect You [Episode 35]
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Mar 13, 2024 |
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Are Annuities Good or Bad? [Episode 34]
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Mar 09, 2024 |
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Best Ways to Pay Taxes When Doing A Roth Conversion [Episode 33]
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Mar 06, 2024 |
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What Federal Employees Need To Know About Retirement Planning [Episode 32]
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Mar 01, 2024 |
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5 Must-Read Books for Retirement [Episode 31]
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Feb 26, 2024 |
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What is a Medicaid Asset Protection Trust? [Episode 30]
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Feb 20, 2024 |
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How to Give Money to Christian Schools in Ohio FOR FREE!! [Episode 29]
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Feb 16, 2024 |
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Should You Work With An Older Or Younger Advisor? [Episode 28]
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Feb 12, 2024 |
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7 Reasons Why You Should NOT Work With A Financial Planner [Episode 27]
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Feb 10, 2024 |
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$1 Million in Tax-Deferred Investments? Watch This! [Episode 26]
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Feb 06, 2024 |
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How to Lower Your RMDs [Episode 25]
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Jan 31, 2024 |
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Is Your Financial Advisor Doing A Good Job For You? [Episode 24]
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Jan 27, 2024 |
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The Three Buckets of Tax Planning [Episode 23]
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Jan 23, 2024 |
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The Widow's Penalty and How to Plan For It [Episode 22]
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Jan 20, 2024 |
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Joe on the Radio Talking About 2024 Planning Items [Episode 20]
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Jan 12, 2024 |
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Everything You Need to Know About Social Security [Episode 19]
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Jan 08, 2024 |
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Will You Pay HIGHER Taxes in Retirement?? [Episode 18]
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Jan 05, 2024 |
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Tax Planning with Pensions [Episode 17]
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Dec 30, 2023 |
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How to Leave Your Current Financial Advisor Cordially [Episode 16]
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Dec 22, 2023 |
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Joe and His Parents Were On the Radio! [Episode 15]
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Dec 18, 2023 |
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7 Questions to Help You Find the Right Financial Advisor [Episode 14]
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Dec 15, 2023 |
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How to Have More Purpose With Your Wealth in Retirement [Episode 13]
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Dec 11, 2023 |
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Everything Retirees Need to Know About Tax Planning [Episode 12]
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Dec 08, 2023 |
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Do You Have a Plan or a Portfolio? [Episode 11]
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Dec 04, 2023 |
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What Estate Planning Documents Do You Need? [Episode 10]
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Dec 02, 2023 |
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4 Ways to Protect Your Wealth in Retirement [Episode 9]
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Nov 29, 2023 |
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Check THESE 10 Items Before the End of 2023 [Episode 8]
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Nov 21, 2023 |
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Joe Goes Live with Mindy and Boots Again [Episode 7]
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Nov 18, 2023 |
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3 Ways Financial Advisors Get Compensated [Episode 6]
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Nov 15, 2023 |
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6 Reasons Why Financial Advisors Do Not Talk Taxes [Episode 5]
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Nov 10, 2023 |
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"I Hate Taxes" Book Interview [Episode 4]
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Nov 06, 2023 |
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How to Face the Complexities of Retirement Today [Episode 3]
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Nov 03, 2023 |
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Joe Goes Live with Mindy and Boots [Episode 2]
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Oct 31, 2023 |
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The History of Peak Retirement Planning, Inc. [Episode 1]
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Oct 27, 2023 |