Podcast Episodes
Back to SearchThis Is How Pension Options Are Calculated
Season 1 Episode 156
Have you ever wondered how pension options are calculated? In this episode of Joe Knows Retirement, Joe discusses the factors that determine a pensio…
10 months, 4 weeks ago
Can You Retire At 60 With $1.5 Million & A $5k mo Pension? Let's Run The Numbers...
Season 1 Episode 155
If you've dreamed of retiring early and you have a pension and $1 million or more saved, then early retirement could be a reality for you. In this ep…
10 months, 4 weeks ago
8 Reasons When You Should Take Out From Your Roth (If You Have A Pension)
Season 1 Episode 154
You might have heard to not touch your Roth IRA so that your tax-free investments grow as much as possible. But in this episode of Joe Knows Retireme…
10 months, 4 weeks ago
You Might Be A Midwestern Millionaire If...
Season 1 Episode 153
Being a Midwestern Millionaire means being frugal, hardworking, and a diligent saver, but it likely also means you love saving money any way you can,…
11 months ago
Joe Shares Peak's Purpose, Impact, & Growth On The Advisor Journey
Season 1 Episode 152
In this video, Peak Retirement Planning founder and CEO Joe Schmitz joins The Advisor Journey to talk about his journey as a financial advisor and th…
11 months, 1 week ago
Her Advisor Said No To Roth Conversions?? (Pension & $2M+ Case Study)
Season 1 Episode 151
Does doing a Roth conversion make sense if you're retiring with a pension and $2 million+ saved? In this episode of Joe Knows Retirement, Joe shares …
11 months, 1 week ago
10 Questions To Consider If You're Retiring With A Pension & $1M+ Saved
Season 1 Episode 150
If you're a Midwestern Millionaire (i.e., you're a diligent saver, frugal, and hardworking), it's important to give your money purpose in retirement.…
11 months, 1 week ago
5 Reasons Why Your Financial Advisor Should Do Tax Prep For You
Season 1 Episode 149
Tax planning in retirement is important, but it's also important to make sure you're getting proper tax prep done. In this episode of Joe Knows Retir…
11 months, 1 week ago
What To Do If You Have Financial Freedom In Retirement
Season 1 Episode 148
Retiring with financial freedom means being able to do what you want, when you want, with who you want. In this episode of Joe Knows Retirement, Joe …
11 months, 2 weeks ago
Watch This If You Give $5,000 Or More To Charities Each Year & Want To Save Money In Taxes
Season 1 Episode 147
If you're charitable-minded, you want as much of your giving to go to the charities you love as possible. In this episode of Joe Knows Retirement, Jo…
11 months, 2 weeks ago