Podcast Episodes
Back to SearchRunning Out Of Money Vs Running Out Of Time To Enjoy Your Money In Retirement
Season 1 Episode 136
Many retirees are worried about running out of money in retirement, but that may not be as big of a concern as it seems. In this episode of Joe Knows…
1 year ago
How To Lower Your Taxes If You Have A Pension
Season 1 Episode 135
If you have a pension, you might find yourself tipping Uncle Same through taxes if you don't plan well. In this episode of Joe Knows Retirement, Joe …
1 year ago
How To Diversify Your Taxes If You Have A Pension
Season 1 Episode 134
If you have a pension and $1 million or more saved, then tax diversification can be just as important as investment diversification. In this episode …
1 year, 1 month ago
What To Do After Two 20%+ Return Years In The Market (Positive Sequence Of Returns)
Season 1 Episode 133
You may have heard of sequence of returns risk, but have you heard of positive sequence of returns? In this episode of Joe Knows Retirement, Joe talk…
1 year, 1 month ago
Is $1 Million With A Pension Enough To Retire? (Realistic Breakdown & Strategies)
Season 1 Episode 132
How much money do you need to retire? In this episode of Joe Knows Retirement, Joe does a realistic breakdown of income sources in retirement and giv…
1 year, 1 month ago
Spend, Give, Or Gift If You Have A Pension & $1 Million+
Season 1 Episode 131
You can't take your money with you when you're gone, so how will you use it purposefully in retirement? In this episode of Joe Knows Retirement, Joe …
1 year, 1 month ago
$1 Million Lump Sum vs $50K Per Year Pension: Which Is Better?
Season 1 Episode 130
Is it better to take the pension lump sum option or keep your monthly pension? In this episode of Joe Knows Retirement, Joe talks about the pros and …
1 year, 1 month ago
Avoid Pension Tax Traps In Retirement With These Strategies
Season 1 Episode 129
Don't tip Uncle Sam in retirement! In this episode of Joe Knows Retirement, Joe talks about the different ways you might end up paying more in taxes …
1 year, 1 month ago
Don't Retire With A Pension Without Knowing These Hidden Costs
Season 1 Episode 128
Pensions are a great asset to have in retirement, but did you know they can have hidden costs? In this episode of Joe Knows Retirement, Joe talks abo…
1 year, 1 month ago
Joe Leads A Radio Show Discussing Taxes, Tariffs, DOGE, & State of the Union
Season 1 Episode 127
In this special episode, Peak Retirement Planning founder and CEO Joe Schmitz leads a radio show with several co-hosts as they discuss current events…
1 year, 1 month ago