Podcast Episodes
Back to SearchI Am Retired. What Should I Do With My 401k?
Season 1 Episode 256
What should you do with your 401(k) when you retire? After working for 30 or 40 years and saving diligently, many retirees reach the same question: s…
1 month, 2 weeks ago
3 Roth Conversion Myths Retirees Still Believe
Season 1 Episode 255
Roth conversions can be one of the most powerful tax strategies for retirees. But we constantly see people avoid them because of a few common myths. …
1 month, 3 weeks ago
Inherited IRA... Use These 7 Strategies Before You Withdraw
Season 1 Episode 254
If you recently inherited an IRA or expect to receive one in the future, there are some major tax mistakes you need to avoid. Many retirees assume th…
1 month, 3 weeks ago
Why Prepaying Your RMDs Could Save You Thousands in Retirement
Season 1 Episode 253
If you have a pension and $1 million or more saved, Required Minimum Distributions (RMDs) could become one of the biggest tax challenges in your reti…
1 month, 3 weeks ago
The 7-Point Retirement Checklist For Those Retiring With a Pension
Season 1 Episode 252
If you have a pension and serious savings, your retirement planning needs to be different. What works for most people can actually cost you hundreds …
1 month, 4 weeks ago
3 HUGE Tax Wins in the One Big Beautiful Bill That Retirees Can't Ignore in 2026
Season 1 Episode 251
If you have a pension and serious savings, this new tax law could be one of the biggest retirement opportunities you'll ever see. In this episode of …
2 months ago
Pension, Social Security, and $1 Million Saved… Consider These Points
Season 1 Episode 250
If you have a pension, Social Security, and $1 million or more saved, you are in a rare group of retirees. You did everything right. But when all thr…
2 months ago
Have a Pension? Need an Income Annuity?
Season 1 Episode 249
If you already have a pension, you may already own the best income annuity there is and you might not need another one. In this video, Joe breaks dow…
2 months ago
100 Things Midwestern Millionaires Do
Season 1 Episode 248
Midwestern Millionaires do not look flashy, but they retire financially secure. In this episode of Joe Knows Retirement, Joe breaks down 60 real habi…
2 months, 1 week ago
Stop Guessing Your Roth Conversions Before This Window Closes
Season 1 Episode 247
Most retirees guess when to do Roth conversions and that mistake can cost hundreds of thousands in unnecessary taxes. In this video, Joe explains why…
2 months, 1 week ago