Podcast Episodes
Back to SearchIf Your Advisor Isn't Doing THIS… You're Overpaying
Season 1 Episode 266
If your advisor isn't doing tax planning AND tax prep… you may be leaving thousands on the table. In today's episode of Joe Knows Retirement, Joe bre…
3 weeks, 2 days ago
4 Considerations If You Have a Pension
Season 1 Episode 265
If you have a pension and have saved $1 million or more, your retirement is very different than most people… and most advice out there simply doesn't…
3 weeks, 4 days ago
If Your Advisor Says THIS… They Don't Work With High-Net-Worth Investors (10 Red Flags)
Season 1 Episode 264
If your financial advisor is telling you certain things… it might be a HUGE red flag. In today's episode, Joe breaks down the exact phrases and strat…
1 month ago
80% of Retirees Pay $0 in Federal Income Taxes… Here's Why You Won't
Season 1 Episode 263
Most retirees are paying little to NO federal taxes… so why are YOU paying so much? In this episode of Joe Knows Retirement, Joe breaks down the shoc…
1 month ago
Income Planning With a Pension. Should You Be Concerned About Market Volatility?
Season 1 Episode 262
If you're planning to take income from your investments in retirement, this could be one of the biggest risks you'll ever face… It's called sequence …
1 month ago
Pension and Social Security?… Here's What Most Miss
Season 1 Episode 261
If you have a pension, there's a high chance up to 85% of your Social Security could be taxable… and most retirees don't see this coming. If you're a…
1 month, 1 week ago
5 Considerations Before Doing Roth Conversions With Pensions
Season 1 Episode 260
If you have a pension and $1M+ saved, Roth conversions aren't just about if… they're about WHEN and HOW MUCH. In today's episode of Joe Knows Retirem…
1 month, 1 week ago
You Did Everything Right… So Why Are Your Taxes So High?
Season 1 Episode 259
If you have a pension or $1 million saved for retirement, you could be walking straight into a massive tax problem… without even realizing it. Joe br…
1 month, 1 week ago
Why Retirees With $1M+ STILL Fear Running Out of Money
Season 1 Episode 258
Most retirees think their biggest fear is running out of money. But for many of the people we work with, that's actually not the real concern. If you…
1 month, 2 weeks ago
5 Things You MUST Know Before Moving to Another State in Retirement
Season 1 Episode 257
If you're thinking about moving to another state in retirement, there are 5 major things you need to consider before making the decision. Many retire…
1 month, 2 weeks ago