Podcast Episodes
Back to SearchThe 5 Retirement Traps That Catch Millionaires With Pensions Off Guard
Season 1 Episode 166
If you have a pension and $1 million or more saved, there are unique issues you need to plan for in retirement. In this episode of Joe Knows Retireme…
10 months ago
Have An Advisor? Make Sure They're Doing These 10 Things
Season 1 Episode 165
Just because you've worked with a financial advisor for a while doesn't mean they're the best advisor for you. In this episode of Joe Knows Retiremen…
10 months, 1 week ago
Retired With A Pension And Still Paying Too Much in Taxes? Here's the Fix...
Season 1 Episode 164
Your pension can increase your tax burden in retirement if you don't plan properly. In this episode of Joe Knows retirement, Joe talks about how a pe…
10 months, 1 week ago
Wait... Can Your Pension Be Considered An Asset Class?
Season 1 Episode 163
Have you ever considered the value of your pension as it relates to your overall net worth? In this episode of Joe Knows Retirement, Joe talks about …
10 months, 1 week ago
How To Find A Financial Planning Team Who Shares Your Christian Values (Certified Kingdom Advisor®)
Season 1 Episode 162
If you're a Christian and it's important for you to incorporate your faith into your financial planning, then it could be a great idea to work with a…
10 months, 2 weeks ago
7 Financial Fears Midwestern Millionaires Won't Say Out Loud
Season 1 Episode 161
If you're a Midwestern Millionaire, you might face unique challenges in retirement, but as Joe discusses in this episode of Joe Knows Retirement, the…
10 months, 2 weeks ago
Retiring With a Pension in 2025: What You Need To Know
Season 1 Episode 160
If you're retiring with a pension and $1 million or more saved in 2025, your planning needs to be as unique as your financial situation. In this epis…
10 months, 2 weeks ago
Why You May Want To Do Roth Conversions If You're Still Working & Have A Pension (Case Study)
Season 1 Episode 159
You may be considering waiting until retirement to do Roth conversions, but this might not be the best idea. In this episode of Joe Knows Retirement,…
10 months, 3 weeks ago
Want To Retire Early With A Pension & $1 Million+? Watch This First!
Season 1 Episode 158
If you have a pension and have been a diligent saver for the past 30-40 years, you could be in a great position to retire early. In this episode of J…
10 months, 3 weeks ago
What Should You Do With Your 401k/403b/TSP/457 When You Retire?
Season 1 Episode 157
If you have an old 401k or other savings vehicle, you may have wondered what happens to it once you retire. In this episode of Joe Knows Retirement, …
10 months, 3 weeks ago