Podcast Episodes
Back to SearchTax Planning with Pensions [Episode 17]
Season 1 Episode 17
Pensions are super valuable in retirement, but they can also make tax planning that much trickier. That's why in this episode of Joe Knows Retirement…
2 years, 4 months ago
How to Leave Your Current Financial Advisor Cordially [Episode 16]
Season 1 Episode 16
If you've been working with your financial advisor for a while but they aren't providing the high level of service you deserve, then it may be time t…
2 years, 4 months ago
Joe and His Parents Were On the Radio! [Episode 15]
Season 1 Episode 15
In this special episode of Joe Knows Retirement, Joe is back in the studio with Mindy and Boots, this time with special guests: his parents! From the…
2 years, 4 months ago
7 Questions to Help You Find the Right Financial Advisor [Episode 14]
Season 1 Episode 14
Although there are many financial advisors out there, not all of them provide the same level of expert care. In this episode of Joe Knows Retirement,…
2 years, 4 months ago
How to Have More Purpose With Your Wealth in Retirement [Episode 13]
Season 1 Episode 13
Retirement is a time of transition, and in that transition, you may not know what to do with all the wealth you've accumulated over the past 30 to 40…
2 years, 4 months ago
Everything Retirees Need to Know About Tax Planning [Episode 12]
Season 1 Episode 12
There are a lot of tax items to keep track of in retirement: investments, social security, pensions, RMDs, and more. In this episode of Joe Knows Ret…
2 years, 5 months ago
Do You Have a Plan or a Portfolio? [Episode 11]
Season 1 Episode 11
Do you know the difference between a financial plan and a financial portfolio? In this episode of Joe Knows Retirement, Joe explains how you may have…
2 years, 5 months ago
What Estate Planning Documents Do You Need? [Episode 10]
Season 1 Episode 10
In this episode of Joe Knows Retirement, Joe covers the important topic of end-of-life planning. Making sure you have all the proper estate planning …
2 years, 5 months ago
4 Ways to Protect Your Wealth in Retirement [Episode 9]
Season 1 Episode 9
For many retirees and soon-to-be retirees, it's important to transition from an 'accumulation' mindset about wealth to a 'protection' mindset. That's…
2 years, 5 months ago
Check THESE 10 Items Before the End of 2023 [Episode 8]
Season 1 Episode 8
As we come to the end of 2023, it's important to look over your investments and make sure you're maximizing your growth and savings. That's why in th…
2 years, 5 months ago