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Joe Knows Retirement Joe Knows Retirement Joe Schmitz Jr., CFP® ChFC® CKA® The Legal Podcast Network The Legal Podcast Network The Legal Podcast Network (LPN) HER Extraordinary LIFE By Design HER Extraordinary LIFE By Design Leslie Gaudet The SMB Deal Hunter Podcast The SMB Deal Hunter Podcast Helen Guo Evan Carmichael - Believe: Unlocking Your True Potential Evan Carmichael - Believe: Unlocking Your True Potential Evan Carmichael Beauty Bytes with Dr. Kay: Secrets of a Plastic Surgeon™ Beauty Bytes with Dr. Kay: Secrets of a Plastic Surgeon™ Kay Durairaj, MD, FACS @beautybydrkay JMO Podcast JMO Podcast Jason Mitchell Outdoors Hedgeye Podcasts Hedgeye Podcasts Hedgeye Risk Management SignalsAZ.com - Arizona News Podcast SignalsAZ.com - Arizona News Podcast Talking Glass Media, LLC UPTHINKING FINANCE UPTHINKING FINANCE Emerson Fersch MasilyJohn MasilyJohn MasilyJohn Travel to Profit Travel to Profit Derek Hey Gibraltar! Hey Gibraltar! Ahmed Rehan and Adam Kaan deepdive. deepdive. CountingWorks PRO Marketing Team Kitco NEWS Kitco NEWS Kitco Media Rock Solid Conversations Rock Solid Conversations Eric Zwigart 120 jaar IJsfabriek Strombeek 120 jaar IJsfabriek Strombeek The Podcast Planet The Art of Accomplishment The Art of Accomplishment Joe Hudson and Brett Kistler The Unscripted SEO Interview Podcast The Unscripted SEO Interview Podcast Jeremy Rivera Halftime Report Halftime Report CNBC Squawk Pod Squawk Pod CNBC Fox Business Hourly Report Fox Business Hourly Report FOX News Podcasts Bloomberg News Now Bloomberg News Now Samejo Rainer on Leadership Rainer on Leadership Church Answers Digital Social Hour Digital Social Hour Sean Kelly Joel Bomgar on Bitcoin: The FB Live Audio Joel Bomgar on Bitcoin: The FB Live Audio Joel Bomgar Vermont Viewpoint Vermont Viewpoint Vermont Viewpoint Focus with Paul W. Smith Focus with Paul W. Smith Cumulus Media Detroit B2B Podcasting Insights - business strategy podcast for founders and brands B2B Podcasting Insights - business strategy podcast for founders and brands Podknows Podcasting - B2B Podcasting Experts Remarkable Results Radio Podcast Remarkable Results Radio Podcast Carm Capriotto, AAP KGCI: Real Estate on Air KGCI: Real Estate on Air KGCI: Real Estate on Air TV Santa Barbara TV Santa Barbara TV Santa Barbara The Dutch Investors The Dutch Investors The Dutch Investors Nonprofit Launch Plan Podcast for Startup, Small, and Growing Nonprofits Nonprofit Launch Plan Podcast for Startup, Small, and Growing Nonprofits Matt Stockman The Vignette Effect The Vignette Effect Raquel Furman Talks with Gallagher Talks with Gallagher John Gallagher Dagen med Di Dagen med Di Dagens industri
Joe Knows Retirement

Business

Joe Knows Retirement

Joe Schmitz Jr., CFP® ChFC® CKA®

Don't Retire Until You Answer These 5 Questions First

June 25, 2026 4:15pm 17 min

Retirement is one of the biggest decisions you'll ever make. Before you hand in your retirement notice, make sure you've answered these 5 critical questions that could determine whether your retirement is a success or a ...

Watch Out For Tax Bracket Creep If You Have a Pension

June 18, 2026 4:15pm 16 min

If you have a pension and $1 million or more saved, you could be heading toward one of the biggest retirement tax traps most retirees never see coming. In this episode of Joe Knows Retirement, Joe breaks down the hidden ...

Pension Mistakes That Could Cost You Six Figures in Retirement

June 16, 2026 4:15pm 14 min

If you have a pension and $1 million or more saved, this video is a must-watch. Too many retirees make costly pension mistakes that quietly drain six figures from their retirement over time. In today's episode of Joe Kno...

Roth Conversion Windows For Those With Pensions

June 11, 2026 4:15pm 16 min

If you have a pension and $1 million or more saved, there's a major Roth conversion window you need to understand before it closes. In this video, Joe breaks down the biggest opportunities retirees have right now to redu...

10 Pension Mistakes Near Retirement

June 09, 2026 4:15pm 19 min

If you have a pension and $1 million or more saved, retirement planning is completely different. In this episode of Joe Knows Retirement, Joe breaks down the biggest pension mistakes retirees make and how to avoid paying...

The 2% Club (Full Audiobook)

June 05, 2026 11:09am 2:00

Only 2% of Americans have both pensions and $1 million or more saved for retirement. If that is you, welcome to the 2% Club! This book was written for you. It's dedicated to all the American heroes who've lived a life of...

I Hate Taxes (Full Audiobook)

June 05, 2026 11:06am 2:30

Everyone despises taxes for a reason: they drain your income and limit your financial freedom. Discover the solution in I Hate Taxes and keep more cash in your pocket. You should pay your fair share in taxes—but not a pe...

Midwestern Millionaire (Full Audiobook)

June 05, 2026 10:45am 2:00

In a world obsessed with flashy lifestyles, Midwestern Millionaires embody a different kind of financial success: one built on making smart choices over their working years. Now, they require more advanced and specific p...

Peak Retirement (Full Audiobook)

June 05, 2026 10:42am 1:08

Saving for retirement is like climbing a mountain. It takes a long time and one wrong move can be disastrous. But building a nest egg and getting to the top of the mountain is only half the battle. The journey back down ...

7 Biggest Decisions in Retirement

June 04, 2026 4:15pm 17 min

If you are in or near retirement, these are the 7 biggest decisions you NEED to get right. We see these decisions impact retirees every single day, especially those with pensions and $1M+ saved. 🎥 Subscribe to our YouTub...

Your Pension Might ONLY Be Worth HALF in Retirement

June 02, 2026 4:15pm 15 min

Most retirees think a pension guarantees financial security forever… but what if inflation quietly cuts the value of your pension in half over retirement? In today's episode of Joe Knows Retirement, Joe breaks down one o...

Most Pension Retirees Miss These Opportunities

May 30, 2026 10:15am 17 min

If you have a pension and $1M+ saved, your retirement planning is completely different… and one wrong move could cost you six figures. In this video, Joe breaks down the 7 critical strategies every pension holder needs t...

The 5 WORST Things About Retirement

May 28, 2026 4:15pm 17 min

If you're retiring with a pension and $1M+ saved, retirement isn't all sunshine and rainbows. In today's video, Joe breaks down the 5 worst things about retirement that we see from real clients every day. These are the h...

The Retirement Tax Trap NO One Warns High Net Worth Investors About

May 26, 2026 4:15pm 16 min

If you have a pension and over $1M saved, your retirement taxes could be MUCH higher than you expect. Most people are told they will be in a lower tax bracket in retirement, but for high earners and diligent savers, that...

I'm 60 With $1M + A Pension… Can I REALLY Retire?

May 23, 2026 10:15am 14 min

If you're 60 years old with $1 million saved and a pension, are you actually ready to retire? In this video, Joe breaks down a real scenario and shows you exactly how retirement could work in your favor or completely fal...

7 Questions to Ask Before Roth Converting

May 21, 2026 4:15pm 15 min

If you have a pension and $1M+ saved, a Roth conversion could be one of the biggest financial decisions of your retirement, but most people do it WRONG. In this video, Joe breaks down the 7 critical questions you MUST as...

10 Retirement Questions You MUST Answer Before It's Too Late

May 19, 2026 4:15pm 17 min

If you're nearing retirement or already there, these are the 10 biggest questions you NEED to answer before it's too late. In this episode, Joe breaks down the exact concerns we hear from thousands of retirees, especiall...

Are You Spending Enough Money in Retirement?

May 16, 2026 10:15am 16 min

Are you the best saver but the worst spender in retirement? If you've built up $1M+ and have a pension, you might be what we call a "Midwestern Millionaire," those who are hardworking, frugal, and struggle to enjoy their...

Pension Jail Is REAL… But Walking Away Could Cost You $1M+

May 14, 2026 4:15pm 14 min

Are you stuck in "pension jail"… or sitting on a million-dollar opportunity? In today's video, Joe breaks down a real-life case study of someone facing one of the hardest retirement decisions out there: Walk away now and...

10 Tax Planning Considerations For Those With Pensions

May 12, 2026 4:15pm 17 min

If you're nearing retirement or already there, these are the 10 biggest questions you NEED to answer before it's too late. In this episode, Joe breaks down the exact concerns we hear from thousands of retirees, especiall...

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