Podcast Episodes
Back to Search7 Pension Mistakes In Retirement
Season 1 Episode 206
If you've worked hard, saved diligently, and earned a pension, congratulations, you're part of the 2% Club! But with that comes a new challenge: avoi…
6 months ago
Can You REALLY Live Tax-Free in Retirement If You Have a Pension?
Season 1 Episode 205
Can you live completely tax-free in retirement, even if you have a pension? In this episode of Joe Knows Retirement, Joe breaks down exactly how your…
6 months, 1 week ago
5 Roth Conversion MISTAKES That Could Cost You Hundreds of Thousands in Retirement
Season 1 Episode 204
If you have a pension and $1M+ saved, chances are you've thought about a Roth conversion, but most people make critical mistakes that can cost them h…
6 months, 1 week ago
From $1M to $5M in Retirement?! Here's How It Actually Happens
Season 1 Episode 203
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, 1 week ago
Why the 4% Rule Could Be Dangerous If You Have a Pension
Season 1 Episode 202
If you've worked hard, saved diligently, and now have a pension, the 4% Rule might be holding you back. In this episode, Joe reveals how retirees wit…
6 months, 2 weeks ago
5 Retirement Moves to Protect Your Spouse (Before It's Too Late)
Season 1 Episode 201
One of the biggest fears in retirement is, "Will my spouse be okay if something happens to me?" This video breaks down 5 must-know retirement strateg…
6 months, 2 weeks ago
Is the 12% Tax Bracket Enough for Roth Conversions? (The Truth for Millionaires with Pensions)
Season 1 Episode 200
Are you thinking about doing a Roth conversion but wondering "How much should I convert?" or "Should I stop at the 12% bracket?" If you've got a pens…
6 months, 3 weeks ago
Most Pension Retirees Think They're Ready… But Are You Truly Prepared?
Season 1 Episode 199
Are you truly ready for retirement or just hoping you are? In this video, Joe walks through 10 critical checklist items that every pension holder nee…
6 months, 3 weeks ago
Should You Really Work Until 65 If You Have $1M+ & a Pension?
Season 1 Episode 198
Many people assume they have to work until 65 just to afford health insurance or avoid running out of money. But if you've got a pension and at least…
6 months, 4 weeks ago
Why Roth Conversions Could Save Your Retirement (or Ruin It)
Season 1 Episode 197
If you have a pension and $1 Million+ saved, you're in the 2% of retirees facing the toughest tax problems in retirement. Most advisors never talk ab…
7 months ago