Podcast Episodes
Back to SearchOne-Time Financial Plan vs. Ongoing Plan: What's The Difference? [Episode 57]
Season 1 Episode 57
Some retirees who try to DIY their retirement plan might seek out a one-time plan from a financial advisor. But while one-time plans can be helpful, …
1 year, 11 months ago
5 Reasons to Roth Convert If You Have A Pension [Episode 56]
Season 1 Episode 56
Pensions are a huge asset to have in retirement, but they can also make tax planning trickier. In this episode of Joe Knows Retirement, Joe shares fi…
1 year, 11 months ago
THIS Shows How Devastating the Widow's Penalty Can Be [Episode 55]
Season 1 Episode 55
The widow's penalty can have major consequences on your retirement if you don't plan for it. In this episode of Joe Knows Retirement, Joe explains ho…
1 year, 11 months ago
Is It Enough To Work With A Fiduciary In Retirement Planning? [Episode 54]
Season 1 Episode 54
Working with a fiduciary in retirement planning is important, but is it enough? Fiduciaries are professionals who are obligated to work in your best …
1 year, 11 months ago
Tax Planning is the KEY to Retirement Planning [Episode 53]
Season 1 Episode 53
Out of the five pillars of retirement planning, tax planning is the most central and most important. In this episode of Joe Knows Retirement, Joe exp…
1 year, 11 months ago
Joe Talks Midwestern Millionaires and Retirement on 610 WTVN [Episode 52]
Season 1 Episode 52
In this episode of Joe Knows Retirement, Joe is on the radio to talk all about retirement and Peak Retirement Planning. He answers questions like, "W…
1 year, 11 months ago
Annuities: Everything You Need To Know [Episode 51]
Season 1 Episode 51
An annuity is an investment tool that is great for some people and not so great for others. In this episode of Joe Knows Retirement, Joe shares every…
2 years ago
The 2 MOST IMPORTANT Things to Plan for in Retirement [Episode 50]
Season 1 Episode 50
Retirement is a time of relaxation and enjoyment, but it can also be time of worry. Two of the biggest worries retirees have is paying more than they…
2 years ago
Financial Advisors Say Some Crazy Stuff... [Episode 49]
Season 1 Episode 49
Sometimes, financial advisors give advice that isn't helpful, or worse, say things that just aren't true. In this episode of Joe Knows Retirement, Jo…
2 years ago
If You're Retired With a High Net Worth, Be Aware of This! [Episode 48]
Season 1 Episode 48
IRMAA, or Medicare premiums, could end up costing you thousands in retirement if you have a high net worth and don't plan properly. In this episode o…
2 years ago