Podcast Episodes
Back to Search2025 Tax Planning Changes: Everything You Need to Know
Season 1 Episode 106
As we move from 2024 to 2025, it's important to keep track of what changes could take place with your tax planning. In this episode of Joe Knows Reti…
1 year, 4 months ago
Estate Planning Must-Knows For Those With Over $1 Million
Season 1 Episode 105
Only 30% of people have an estate plan, but for those with $1 million or more saved or with a pension, they're a non-negotiable. In this episode of J…
1 year, 4 months ago
55-70 With $1 Million+: What To Plan For In Retirement (Especially If You Have A Pension)
Season 1 Episode 104
If you're a Midwestern (Middle Class) Millionaire, you need specialized retirement planning for your unique situation. In this episode of Joe Knows R…
1 year, 4 months ago
5 Tax Planning Strategies For Retirement
Season 1 Episode 103
Taxes can be one of your biggest expenses in retirement if you don't plan for them. In this episode of Joe Knows Retirement, Joe shares five tax plan…
1 year, 4 months ago
How To Break Up With Your Financial Advisor The Right Way
Season 1 Episode 102
Breaking up is hard to do. In this episode of Joe Knows Retirement, Joe talks about the difficult process of breaking up with your financial advisor …
1 year, 4 months ago
Here's Why Having An Estate Plan Is Important For All Retirees With $1 Million+
Season 1 Episode 101
Did you know there's a difference between having estate documents in place and having an estate plan in place? In this episode of Joe Knows Retiremen…
1 year, 4 months ago
If You're 62 With Over $1 Million, Be Aware Of This
Season 1 Episode 100
Required minimum distributions (RMDs) can be problematic in retirement, but they're particularly problematic for those with at least $1 million saved…
1 year, 4 months ago
Don't Retire With A Pension Without Knowing These Things
Season 1 Episode 99
Pensions will help you live more comfortably in retirement, but if you don't plan for them accordingly, that could end up costing you money. In this …
1 year, 5 months ago
If You're Retiring With $1 Million Or More, You NEED To Know This Strategy
Season 1 Episode 98
Roth conversions are a helpful money-saving strategy for many retirees, but for those retiring with at least $1 million or who have a pension, they'r…
1 year, 5 months ago
Is Your Spouse Financially Okay If You Pass?
Season 1 Episode 97
Losing a spouse if very difficult, but it can be made even more difficult if the surviving spouse doesn't have a financial plan. In this episode of J…
1 year, 5 months ago