Podcast Episodes
Back to SearchPensions & Roth Conversions: What To Plan For In Retirement
Season 1 Episode 87
Did you know only 20% of people have a pension? If that's you and you're hoping to utilize Roth conversions in retirement, then you need to make sure…
1 year, 6 months ago
5 Tax Planning Strategies For Retirement
Season 1 Episode 86
If tax planning isn't part of your retirement plan, you could donate thousands of dollars to Uncle Sam and not even know it. In this episode of Joe K…
1 year, 7 months ago
Could YOU Be A Midwestern Millionaire? (Even Without Being From The Midwest)
Season 1 Episode 85
You could be a Midwestern Millionaire and not even know it. In this episode of Joe Knows Retirement, Joe explains who the Midwestern Millionaire is a…
1 year, 7 months ago
Roth Conversions: Are They Worth It?
Season 1 Episode 84
What's the big deal with Roth conversions? In this episode of Joe Knows Retirement, Joe answers that question and describes who Roth conversions migh…
1 year, 7 months ago
CFP® Talks the Current Market and Tips for Better Investing | Peak Retirement Planning
Season 1 Episode 83
In this episode of Joe Knows Retirement, Joe joins Mindy and Boots on 610 WTVN to discuss the current market and share some tips on how to invest wis…
1 year, 7 months ago
Permanent Life Insurance: Is It NECESSARY In Retirement?
Season 1 Episode 82
Has anyone ever told you that you need permanent life insurance in retirement? As Joe talks about in this episode of Joe Knows Retirement, it may be …
1 year, 7 months ago
3 Keys To Creating Income In Retirement
Season 1 Episode 81
If you don't plan on working in retirement and you don't have a pension, then it's important to have an income plan. In this episode of Joe Knows Ret…
1 year, 7 months ago
Only 25% of People Have a Roth IRA. Here's Why That Should Be Higher...
Season 1 Episode 80
Did you know only 25% of people have a Roth IRA? In this episode of Joe Knows Retirement, Joe talks about why Roth IRAs are rarer than you may have t…
1 year, 8 months ago
Generational Wealth Can Change the Lives of Your Kids and Grandkids
Season 1 Episode 79
Generational wealth can provide opportunities for your family for years to come. In this episode of Joe Knows Retirement, Joe discusses the impact ge…
1 year, 8 months ago
Do You Know Aunt IRMAA & Uncle Sam? This Is How They Can Impact Your Retirement
Season 1 Episode 78
You may have an Aunt Erma, but did you know you also have an Aunt IRMAA? As Joe explains in this episode of Joe Knows Retirement, IRMAA (or Income-Re…
1 year, 8 months ago