Podcast Episodes
Back to SearchYour 401k Might Be Your Biggest Retirement Mistake If You Have a Pension
Season 1 Episode 246
If you have a pension and a large 401k balance, you could be sitting on a massive tax problem in retirement without even realizing it. In this video,…
2 months, 2 weeks ago
10 Retirement Fixes You Can Do TODAY
Season 1 Episode 245
Most people overthink retirement when what they really need are a few smart fixes they can implement right now. In this episode of Joe Knows Retireme…
2 months, 2 weeks ago
10 Tax Planning Moves Every Pension Retiree Must Know
Season 1 Episode 244
If you have a pension and $1 Million or more saved, taxes will likely be the biggest expense of your retirement. In this video, Joe breaks down 10 cr…
2 months, 3 weeks ago
DIY Retirement Planning? 4 Reasons to Hire an Advisor
Season 1 Episode 243
You've done everything right. You saved. You invested. You built a pension. But many of the best DIY retirees we see eventually reach a point where w…
2 months, 3 weeks ago
These 5 Retirement Income Strategies Change Everything if You Have a Pension
Season 1 Episode 242
If you have a pension, your retirement income planning is completely different, and most people get it wrong. In this video, Joe breaks down 5 proven…
2 months, 3 weeks ago
Biggest Retirement Mistakes for Those With Pensions
Season 1 Episode 241
If you have a pension and $1 million or more saved, you're in a great position, but that also means small mistakes can cost you hundreds of thousands…
2 months, 4 weeks ago
5 In-Service Withdrawal Rules You Must Know (401k/TSP)
Season 1 Episode 240
If you're 59½ or older and still working, there's a powerful retirement strategy most people don't fully understand: the in-service withdrawal. In th…
3 months ago
90% of People Should NOT Do a Roth Conversion?… But You Might Need To If You Have a Pension
Season 1 Episode 239
Most people should NOT do a Roth conversion, but if you have a pension and $1 million or more saved, the rules completely change. In this video, Joe …
3 months ago
The 7-Step Retirement Checklist Pension Owners Can't Ignore
Season 1 Episode 238
If you have a pension and retirement is getting close, this checklist could save you thousands, if not hundreds of thousands of dollars. In this vide…
3 months ago
These Retirement Regrets Cost People Their Best Years
Season 1 Episode 237
Most retirees don't regret saving too little; they regret not enjoying retirement enough. In this video, Joe breaks down the most common retirement r…
3 months, 1 week ago