Podcast Episodes
Back to Search5 Tax Traps That Can Destroy Your Pension in Retirement
Season 1 Episode 236
If you have a pension, taxes may be the biggest expense of your retirement, and most people don't see it coming. In this episode, Joe breaks down the…
3 months, 1 week ago
10 Reasons You Should NEVER Pay a Financial Advisor 1%
Season 1 Episode 235
Are you paying a financial advisor 1% and wondering if it's actually worth it? In this video, Joe breaks down 10 clear reasons you should NOT pay an …
3 months, 2 weeks ago
The 2% Club (Pension and $1 Million+ Saved)
Season 1 Episode 234
The 2% Club is officially out! In this post-launch episode, Joe dives deep into why he wrote the book and how it helps those with pensions and $1M+ i…
3 months, 2 weeks ago
4 Things NO ONE Tells You If You Have a Pension
Season 1 Episode 233
Most people are told they'll be in a lower tax bracket in retirement, but if you have a pension, that's often not true. In this episode, Joe breaks d…
3 months, 2 weeks ago
If You're 60 With $3 Million Saved… This Retirement Tax Problem Is Coming
Season 1 Episode 232
If you're around 60 years old, have $3 million or more saved, and a pension, you're in an elite financial group, but you may also be facing a massive…
3 months, 3 weeks ago
Tax Planning with Pensions
Season 1 Episode 231
If you have a pension and $1M+ saved, your retirement taxes may be higher than when you were working, and most retirees never see it coming. In this …
3 months, 3 weeks ago
Pension + Social Security = A Tax Nightmare?
Season 1 Episode 230
Most retirees assume they're in a "low tax bracket" until Social Security taxation, pensions, Medicare premiums, and RMDs collide. In this episode of…
3 months, 3 weeks ago
Traditional vs Roth: Smarter Retirement Moves If You Have a Pension
Season 1 Episode 229
Most people are told they'll be in a lower tax bracket in retirement, but if you have a pension, that's often not true. In this video, Joe breaks dow…
4 months ago
10 Things You MUST Do If You're Retiring With a Pension
Season 1 Episode 228
If you have a pension and you're approaching retirement, your planning is very different than most people and missing just one of these could cost yo…
4 months ago
Federal Employees: This TSP Roth Conversion Rule Changes Everything
Season 1 Episode 227
Federal employees finally have a long-awaited opportunity inside the TSP starting in 2026: Roth Conversions. Here is what you need to know about Roth…
4 months ago