Podcast Episodes
Back to SearchPension Case Study: Partial Lump Sum and Survivorship Options
Season 1 Episode 146
Have you ever wondered how pension options are calculated? In this episode of Joe Knows Retirement, Joe shares a real-life Peak Retirement Planning c…
11 months, 2 weeks ago
Consider These Things Before Gifting Money To Your Kids & Grandkids (w/ A Pension & $1 M+ Saved)
Season 1 Episode 145
If you have a pension and $1 million or more saved, giving might be your preferred way to give your money purpose. In this episode of Joe Knows Retir…
11 months, 3 weeks ago
Everything You Need To Know About The 2% Club (Retiring w/ A Pension & $1M+ Saved)
Season 1 Episode 144
The 2% Club is made up of retirees who have a pension and at least $1 million saved. In this episode of Joe Knows Retirement, Joe talks about his hea…
1 year ago
7 Things Financial Advisors Could Say That Should Make You Nervous
Season 1 Episode 143
If your financial advisor says these things, it might be time to find a new advisor. In this episode of Joe Knows Retirement, Joe shares seven things…
1 year ago
Pension, Social Security, & $1 Million+ Saved: Tax Efficient Income Planning
Season 1 Episode 142
How does a pension affect social security taxes, and how does social security affect taxes on investment withdrawals? In this episode of Joe Knows Re…
1 year ago
5 Tax-Free Strategies Before You Retire
Season 1 Episode 141
If you're part of the 2% Club (you have a pension and $1 million or more saved), your tax planning should be as specialized as your financial situati…
1 year ago
If You Have A Pension & $1M+ Saved, Consider These Five Pillars Of Planning In Retirement
Season 1 Episode 140
If you're part of the 2% Club (you have a pension and $1 million or more saved), it's important that you incorporate the five pillars of retirement p…
1 year ago
Should You Rent Or Buy A Second Home In Retirement?
Season 1 Episode 139
Have you thought about getting a second home in retirement? In this episode of Joe Knows Retirement, Joe talks through the pros and cons of buying a …
1 year ago
How To Maximize Your Pension & Avoid Mistakes In Retirement
Season 1 Episode 138
Your pension is a great asset to have in retirement, but it's important to plan for it properly in order to keep as much of it as possible. In this e…
1 year ago
$3K Pension Per Month & $1 Million+ Saved: What Should I Do?
Season 1 Episode 137
How should you plan for retirement if you have a $3,000 per month pension and over $1 million saved? In this episode of Joe Knows Retirement, Joe bre…
1 year ago