Podcast Episodes
Back to SearchA Mentor's Legacy: Joe's Journey Into Financial Planning
Season 1 Episode 216
In this special episode of Radio with Mindy, Joe sits down with the woman who inspired his entire career, longtime financial planner and mentor Kathy…
5 months ago
The Truth About the 60/40 Portfolio (Pension Holders Beware)
Season 1 Episode 215
Are you still holding onto the old-school 60/40 portfolio strategy? For retirees with a pension and $1M+ saved, this traditional mix of stocks and bo…
5 months, 1 week ago
Must-Know Pension Moves for Your 50s & 60s
Season 1 Episode 214
Are you in your 50s or 60s and have a pension? You're in the top 2%, but that also means your retirement planning needs to be different. In this epis…
5 months, 2 weeks ago
3 Things to plan for Retirement (Millionaires with a Pension)
Season 1 Episode 213
You've done it. You're officially part of a group only 2% of retirees are in. You've got over $1 million saved and a pension. But here's the truth: t…
5 months, 2 weeks ago
The 2% Club: Are You Among the Elite Ready for Retirement?
Season 1 Episode 212
Are you part of the 2% Club? This video unveils insights from Joe's upcoming book The 2% Club. Discover what makes this small group of retirees, thos…
5 months, 3 weeks ago
Defer Taxes Into Retirement? BIG Mistake for Pension Holders
Season 1 Episode 211
In this episode of Joe Knows Retirement, Joe breaks down one of the most dangerous myths in retirement planning: the idea that you should defer taxes…
5 months, 3 weeks ago
Why Your Pension Could Make You Pay MORE in Taxes!
Season 1 Episode 210
You've probably heard that when you retire, you'll pay less in taxes. But if you have a pension, that might not be true at all. In fact, many retiree…
5 months, 3 weeks ago
Stop Waiting to Break Even on Your ROTH!
Season 1 Episode 209
Most retirees, and even some advisors, completely misunderstand Roth conversions. They talk about "breaking even," but that concept doesn't even exis…
5 months, 4 weeks ago
Retiring Single with a Pension? You Could Pay nearly DOUBLE in Taxes
Season 1 Episode 208
If you're single with a pension and $1 million or more saved, your retirement could look very different than you expect. Whether you're single now or…
6 months ago
Why Millionaires Still Feel Broke in Retirement
Season 1 Episode 207
They started retirement with $1 million and ended with $5 million without chasing risky investments. In this episode of Joe Knows Retirement, Joe bre…
6 months ago