Podcast Episodes
Back to Search7 Reasons Why You Should NOT Work With A Financial Planner [Episode 27]
Season 1 Episode 27
Working with a financial planner can be a great idea, but unfortunately not all financial planners offer the same great service. In this episode of J…
2 years, 2 months ago
$1 Million in Tax-Deferred Investments? Watch This! [Episode 26]
Season 1 Episode 26
If you're the millionaire next door who has diligently saved all your life, it's important that you plan properly for these sneaky expenses in retire…
2 years, 3 months ago
How to Lower Your RMDs [Episode 25]
Season 1 Episode 25
RMDs, or required minimum distributions, can throw an unexpected wrench in your retirement income and tax plans (and cost you thousands of dollars) i…
2 years, 3 months ago
Is Your Financial Advisor Doing A Good Job For You? [Episode 24]
Season 1 Episode 24
When was the last time you asked yourself, "Is my financial advisor doing a good job for me?" Just because you have a financial advisor doesn't mean …
2 years, 3 months ago
The Three Buckets of Tax Planning [Episode 23]
Season 1 Episode 23
All investments fall into one of three buckets: taxable, tax-deferred, or tax-free. In this episode of Joe Knows Retirement, Joe explains how each bu…
2 years, 3 months ago
The Widow's Penalty and How to Plan For It [Episode 22]
Season 1 Episode 22
While losing a spouse is hard enough on its own, it can be made even harder by the widow's penalty, which is a significant increase in taxes that wid…
2 years, 3 months ago
How Much Do You Need to Retire? [Episode 21]
Season 1 Episode 21
The question every soon-to-be retiree asks themselves is, "How much money do I actually need to retire?" In this episode of Joe Knows Retirement, Joe…
2 years, 3 months ago
Joe on the Radio Talking About 2024 Planning Items [Episode 20]
Season 1 Episode 20
In this episode of Joe Knows Retirement, Joe is back in the studio with Mindy and Boots to talk about all things retirement. From how much money you …
2 years, 3 months ago
Everything You Need to Know About Social Security [Episode 19]
Season 1 Episode 19
With over 2,700 rules and 500 different ways to claim it, social security is complex. That's why in this episode of Joe Knows Retirement, Joe makes t…
2 years, 4 months ago
Will You Pay HIGHER Taxes in Retirement?? [Episode 18]
Season 1 Episode 18
If you've ever been told, "You'll pay less taxes in retirement," you may have been misinformed. In this episode of Joe Knows Retirement, Joe talks ab…
2 years, 4 months ago