Podcast Episodes
Back to SearchHave a Pension & $1M+ Saved? Here's Why Smart Retirees STILL Hire Help
Season 1 Episode 226
You've done everything right: you have a pension, $1M+ saved, and no real fear of running out of money. So why do so many smart, financially savvy re…
4 months, 1 week ago
Stop Working if You Have a Pension!
Season 1 Episode 225
If you're earning $80,000 a year but could retire today with a $50,000 pension, are you actually working for just $30,000? In this episode of Joe Kno…
4 months, 1 week ago
Pension? Millionaire? THIS Is Your Real Problem in Retirement
Season 1 Episode 224
Are you a hard-working, frugal Midwestern Millionaire who saved diligently, lived below your means, and now… can't get yourself to actually spend in …
4 months, 2 weeks ago
Do NOT Roth Convert If You Meet These 6 Rules
Season 1 Episode 223
Most people hear "Roth conversions save taxes"… but that's NOT always true. In today's episode, Joe breaks down 6 situations where a Roth conversion …
4 months, 3 weeks ago
Most 62-Year-Olds Miss This… Even With $2M Saved
Season 1 Episode 222
He worked 40 years, saved $2M, has a $40K pension, and claimed Social Security at 62, but the real surprise came after we ran his analysis.
🎥 Subscri…
4 months, 3 weeks ago
Have a Pension? This Will Help You Spend Your Money…
Season 1 Episode 221
Most retirees in the Midwestern Millionaire category are great savers and terrible spenders, even when they have $1M+ and a pension. Today, Joe break…
4 months, 3 weeks ago
3 Things to Do if You Have a Pension
Season 1 Episode 220
Are you one of the few people with a pension? Then you're in the Top 20% and your planning needs are completely different. In this video, Joe breaks …
4 months, 4 weeks ago
Everything to Know About Roth Conversions if You Have a Pension - 21 Things to Consider
Season 1 Episode 219
Thinking about a Roth conversion? If you have a pension and $1M+ saved, this is REQUIRED viewing. Joe breaks down 21 must-know rules to avoid massive…
4 months, 4 weeks ago
Why Advisors HATE Roth Conversions
Season 1 Episode 218
Most advisors don't understand retirees with a pension + $1M+ saved… and today, Joe exposes why so many of them hate Roth conversions and why that ad…
5 months ago
10 Tax Considerations Before the End of the Year
Season 1 Episode 217
If you have a pension and $1M+ saved, 2025 may be one of the last years to take advantage of historically low tax rates. In today's episode, Joe brea…
5 months ago