Podcast Episodes
Back to SearchShould You Retire Early? Here are some things you should think about...
Season 1 Episode 97
If you've been a diligent saver all your life, you might be thinking about retiring as early as possible. In this episode of Joe Knows Retirement, Jo…
1 year, 5 months ago
2024 End-of-Year Tax Planning | Don't Miss These Tax Planning Items Before the End of the Year
Season 1 Episode 96
As 2024 comes to an end, it's important to double check the areas where you could save money in taxes. In this episode of Joe Knows Retirement, Joe w…
1 year, 5 months ago
What's Going to Happen to the Tax Cuts & Jobs Act? (And Trump's Other Tax Proposals)
Season 1 Episode 95
The Tax Cuts & Jobs Act is set to sunset in 2026, but with the results of the 2024 presidential election, could it be extended? In this episode of Jo…
1 year, 5 months ago
The BEST Savers Are The WORST Spenders In Retirement
Season 1 Episode 94
If you're a Midwestern Millionaire (or Middle Class Millionaire), it might be easier to save money than to spend it. On this episode of Joe Knows Ret…
1 year, 5 months ago
4 Things To Know If You're Retiring With A Pension
Season 1 Episode 93
Did you know only 20% of people have a pension? In this episode of Joe Knows Retirement, Joe shares four things you need to know if you have a pensio…
1 year, 5 months ago
Is Your Financial Planner As Specialized As You Need?
Season 1 Episode 92
Your financial situation is specialized, so you financial planner should be specialized. In this episode of Joe Knows Retirement, Joe talks about the…
1 year, 6 months ago
How Could The Election Impact Your Retirement? (The Answer Might Surprise You)
Season 1 Episode 91
With the 2024 presidential election coming up, one common question people ask is, "How will this affect my investments?" In this episode of Joe Knows…
1 year, 6 months ago
How Much Should You Roth Convert? (The Higher Your Income, The Trickier It Gets)
Season 1 Episode 90
So you've decided to do a Roth conversion, now it's time to determine just how much to Roth convert. In this episode of Joe Knows Retirement, Joe goe…
1 year, 6 months ago
About To Retire? You Can Do These Things With An Old 401k
Season 1 Episode 89
If you have a 401k from a past employer, you might not know what to do with it. In this episode of Joe Knows Retirement, Joe discusses three options …
1 year, 6 months ago
Why Is Retirement Planning So Prevalent Today For Those 55-70?
Season 1 Episode 88
What's the big deal with retirement planning? In this episode of Joe Knows Retirement, Joe explains why retirement planning is more important now tha…
1 year, 6 months ago