Podcast Episodes
Back to SearchAre You A DIY Retirement Planner? Four Things You Need to Know [Episode 67]
Season 1 Episode 67
When it comes to retirement planning, doing it yourself can be risky. As Joe explains in this episode of Joe Knows Retirement, DIY retirement plannin…
1 year, 9 months ago
I'm 60 Years Old With A Pension And $1 Million Saved. What's Next? [Episode 66]
Season 1 Episode 66
If you're 60 years old, have a pension, and have $1 million+ in savings, you're in a very unique position as you approach and enter retirement. In th…
1 year, 10 months ago
Why You Should NOT Roth Convert Everything... [Episode 65]
Season 1 Episode 65
Roth conversions are a great tool for retirees and soon-to-be retirees, but that doesn't mean they should be the only tool in your investment tool be…
1 year, 10 months ago
If You Have $1-3 Million Or More, LISTEN TO THIS! [Episode 64]
Season 1 Episode 64
Are you familiar with the estate tax? As Joe explains in this episode of Joe Knows Retirement, if you have $1-3 million or more and you don't plan fo…
1 year, 10 months ago
Long-Term Care Insurance: Is It Right For You? [Episode 63]
Season 1 Episode 63
Should long-term care insurance be a part of your retirement plan? It can be a good tool for some retirees, but for others, better options are out th…
1 year, 10 months ago
Estate Planning Documents: Everything You Need To Know [Episode 62]
Season 1 Episode 62
When it comes to estate planning, it might be hard to know where to start. Do you need a will? How about a trust? In this episode of Joe Knows Retire…
1 year, 10 months ago
Why Your Kids Should Work With Your Financial Advisor [Episode 61]
Season 1 Episode 61
Have you ever thought about having your kids work with your financial advisor? Well as Joe explains in this episode of Joe Knows Retirement, it could…
1 year, 10 months ago
Joe and Mindy Talk All Things Retirement Planning [Episode 60]
Season 1 Episode 60
In this fun episode of Joe Knows Retirement, Joe joins Mindy Drayer to talk about Peak Retirement Planning and the amazing growth it's seen over the …
1 year, 10 months ago
How Buckets Can Help You Pay Less Taxes On Your Investments [Episode 59]
Season 1 Episode 59
Investing can be overwhelming, and if you don't do it properly, you could end up paying more in taxes than you need to. In this episode of Joe Knows …
1 year, 10 months ago
Retiring at 59.5 Could Be The BEST Thing For You... [Episode 58]
Season 1 Episode 58
If you're near retirement, you might imagine retiring as early as you can at 59.5. In this episode of Joe Knows Retirement, Joe explains how this cou…
1 year, 11 months ago