Podcast Episodes
Back to SearchIt's Okay To Spend Money In Retirement!
Season 1 Episode 77
If you're a Midwestern Millionaire, you may be better at saving money than spending it. But as Joe talks about in this episode of Joe Knows Retiremen…
1 year, 8 months ago
This Is What Taxes Will Look Like In 2026 (Unless Something Changes)
Season 1 Episode 76
Big changes could be coming to tax rates in 2026. In this episode of Joe Knows Retirement, Joe talks about the Tax Cuts and Jobs Act and how tax rate…
1 year, 8 months ago
Are You Retiring with a Pension? You Have These Decisions to Make...
Season 1 Episode 75
Pensions can be a huge asset in retirement, but they can also present unique decisions for you to make. In this episode of Joe Knows Retirement, Joe …
1 year, 8 months ago
How to Plan for the Three Phases of Retirement
Season 1 Episode 74
Have you ever heard of the different phases of retirement? In this episode of Joe Knows Retirement, Joe talks about the go go years, the slow go year…
1 year, 8 months ago
Joe Talks The 2024 Presidential Election and How It Could Impact Your Retirement
Season 1 Episode 73
In this episode of Joe Knows Retirement, Joe joins Mindy and Boots to discuss the upcoming 2024 presidential election and share this expert opinion o…
1 year, 8 months ago
5 Types of People Roth Conversions Almost ALWAYS Make Sense For
Season 1 Episode 72
Roth conversions aren't always the best investment option for everyone, but for these five types of people, they almost always are. In this episode o…
1 year, 8 months ago
If You Are 59.5, You Must Know This Strategy
Season 1 Episode 71
If you're 59.5 or older and you have a 401k, an in-service withdrawal could be an excellent investment opportunity for you. In this episode of Joe Kn…
1 year, 9 months ago
If You're 55-59, Prepare for Retirement By Doing These Things... [Episode 70]
Season 1 Episode 70
It's never too early to start planning for your retirement, especially if you're between the ages of 55 and 59. In this episode of Joe Knows Retireme…
1 year, 9 months ago
I Love and Hate Pensions [Episode 69]
Season 1 Episode 69
Pensions can be an invaluable asset to have in retirement, but if you don't plan for them accordingly, they can also become your biggest liability. I…
1 year, 9 months ago
CFP® Reacts to Trump Assassination Attempt | What If Trump Wins the Election? [Episode 68]
Season 1 Episode 68
In this episode of Joe Knows Retirement, Joe joins Mindy and Boots to respond to the recent assassination attempt on former president Donald Trump. T…
1 year, 9 months ago