Podcast Episodes
Back to Search8 Retirement Tax Strategies CPAs Won't Tell You
Season 1 Episode 186
Most CPAs only look at your taxes one year at a time. But retirement requires a 30-year tax plan — and if you don't plan ahead, you could end up payi…
8 months ago
Should You DIY Your Retirement? 4 Questions to Ask Yourself First
Season 1 Episode 185
Thinking about handling your retirement plan on your own? Before you decide, take this quick 4-question DIY retirement quiz to see if you're really g…
8 months ago
You've Saved $1M+… Now What? The Emotional Side of Retirement
Season 1 Episode 184
You've saved $1M+ but what's next? In this video, we explore the emotional side of retirement: finding purpose, knowing how to give, gift, and spend …
8 months ago
Should You Tax-Loss Harvest? These Are The People It Makes Most Sense For...
Season 1 Episode 183
Tax-loss harvesting is a simple investment strategy that can help you save money and offset costs over time. In this episode of Joe Knows Retirement,…
8 months, 1 week ago
10 Things You NEED To Know If You Want To DIY Your Retirement
Season 1 Episode 182
Many retirees choose to DIY their retirement, but they may not know what they're getting themselves into. In this episode of Joe Knows Retirement, Jo…
8 months, 1 week ago
$1 Million Lump Sum vs $50,000/Year Pension: Which Is Worth More?
Season 1 Episode 181
Many retirees with a pension have the option to take a lump sum payout instead of the monthly payout, but which option is better? In this episode of …
8 months, 2 weeks ago
If You're 65 Or Older, The 22% Tax Bracket Has Changed. Here's Everything You Need to Know
Season 1 Episode 180
The One Big Beautiful Bill introduced a bonus deduction for those 65 and older that might change the way you do your tax planning. In this episode of…
8 months, 2 weeks ago
6 Things $1M+ Savers With A Pension Get Wrong About Income Planning In Retirement
Season 1 Episode 179
As one of the five pillars of retirement planning, income planning is an essential part of any retirement plan, yet many retirees---especially those …
8 months, 3 weeks ago
5 Things Midwestern Millionaires In The 2% Club Do Right In Retirement Planning
Season 1 Episode 178
If you have a pension and $1 million or more saved, you want to get the most out of the retirement you've worked so hard for. That's why in this epis…
8 months, 3 weeks ago
Pension and $1M+? Save $10k By Roth Converting Before Age 63!
Season 1 Episode 177
Medicare premiums can be a sneaky cost for many retirees, especially those with a pension and $1 million or more saved. That's why in this episode of…
8 months, 3 weeks ago