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Wealthy Retirees ALL Regret These 5 Mistakes… Don't Be One of Them

Season 1 Episode 276

Most retirees think they're doing everything right… until it's too late. After working with thousands of people in their 60s with pensions and $1M+ s…

8 hours ago

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How to Maximize Your Pension and Social Security Income

Season 1 Episode 275

When should you take Social Security if you have a pension and solid savings? The answer is not as simple as you think. In this video, Joe breaks dow…

2 days, 2 hours ago

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The $1M Tax Savings Lie… What Roth Conversions ACTUALLY Do

Season 1 Episode 274

Everyone wants to save $1 million in taxes… but what if that's not the full story? In today's episode, Joe breaks down one of the biggest myths in re…

4 days, 2 hours ago

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FAQs You NEED to Know Before Hiring a Financial Planning Team

Season 1 Episode 273

If you've worked 30 to 40 years, built a pension, and saved $1M+, you're in a rare position, but also a risky one if you choose the wrong advisor. In…

1 week ago

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These 3 Pension Pillars Can Make or Break Your Retirement

Season 1 Episode 272

If you have a pension and $1M+ saved, your retirement planning is completely different than most people. In this video, Joe breaks down the 3 key pil…

1 week, 2 days ago

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Bad Retirement Advice I've Seen (Real Client Story)

Season 1 Episode 271

Most financial advisors sound great, but that doesn't mean they're actually giving you the right advice. In today's episode of Joe Knows Retirement, …

1 week, 4 days ago

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Why Your Future Net Worth Is MUCH Bigger Than You Think

Season 1 Episode 270

If you have a pension and $1 million saved, you might be sitting on far more wealth than you realize. In this video, Joe breaks down why many retiree…

2 weeks ago

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Do You ACTUALLY Have Enough? (The Truth for Pension + $1M Retirees)

Season 1 Episode 269

If you have a pension and $1M+ saved, you might be asking the wrong question… It's not "Do I have enough?" It's "What should I do with all of it?" In…

2 weeks, 2 days ago

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Widows, Be Aware of This BEFORE It's Too Late

Season 1 Episode 268

If you're a widow or planning ahead for your spouse, this is one of the most important retirement videos you'll watch. There are 4 shocking stats tha…

2 weeks, 4 days ago

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Stop Saving… Start Spending? The 4 Things You MUST Do With Your Money in Retirement

Season 1 Episode 267

If you've saved $1M+ and still struggle to spend… this video is for you. Most retirees we work with are what we call "Midwestern Millionaires:" hardw…

3 weeks ago

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