Podcast Episodes
Back to Search"You'll Be In A Lower Tax Bracket In Retirement." Is That True If You Have A Pension & $1M+?
Season 1 Episode 176
It's common to hear that you'll be in a lower tax bracket in retirement, but that likely won't be the case if you're part of the 2% Club, which means…
8 months, 3 weeks ago
Why You Should NOT Use The 4% Rule Or Guardrails Strategy In Retirement If You Have A Pension & $1M+
Season 1 Episode 175
The 4% Rule and Guardrails income strategy are helpful tools for many retirees when it comes to income planning in retirement, but as Joe explains in…
9 months ago
Should You Move States In Retirement? The Ultimate Checklist For Those With A Pension & $1 Million+
Season 1 Episode 174
Should you stay or should you go? In this episode of Joe Know's Retirement, Joe provides a comprehensive breakdown of the costs and tax rates across …
9 months ago
Should You Do A Life Insurance Retirement Plan (LIRP) If You Have A Pension & $1M+ Saved?
Season 1 Episode 173
Have you ever been invited to a nice steak dinner where you were told that you need a life insurance retirement plan (LIRP)? In this episode of Joe K…
9 months, 1 week ago
Why You Should NOT Roth Convert Into The 32% Bracket
Season 1 Episode 172
If you've thought about Roth converting all the way into the 32% bracket, you might want to think again. In this episode of Joe Knows Retirement, Joe…
9 months, 2 weeks ago
These Are The Sweet Spots For Roth Conversions If You Are 55-63 w/ A Pension & $1M+
Season 1 Episode 171
If you're between the ages of 55-63 and will retire with a pension and $1 million or more saved, this video is for you. In this video, Joe talks abou…
9 months, 2 weeks ago
The Big Beautiful Bill $6k Bonus Deduction: What You Need To Know If You're 65 w/ A Pension & $1m+
Season 1 Episode 170
The One Big Beautiful Bill introduced many changes when it comes to taxes and retirement, and one of those changes is an additional $6,000 deduction …
9 months, 2 weeks ago
What You Need To Know About The One Big Beautiful Bill If You Have A Pension & $1M+ Saved
Season 1 Episode 169
The One Big Beautiful Bill (OBBB) is here and will have a big impact on many Americans, especially retirees with a pension and $1 million or more sav…
9 months, 3 weeks ago
What You Need To Know If You're A Widow With A Pension & $1 M+ Saved
Season 1 Episode 168
Widows and single retirees can face unique and harsh tax situations in retirement that can be devastating if not properly planned for. In this episod…
9 months, 3 weeks ago
Most Retirees With A Pension & $1M+ Do These Things... And Regret It Later
Season 1 Episode 167
If you're retiring with a pension and $1 million or more saved, you're set up for success in retirement. But as Joe shares in this episode of Joe Kno…
10 months ago