Joe Knows Retirement

Welcome to the Joe Knows Retirement Podcast! Where Joe will take you through strategies to make the most of your retirement.

Joe Knows Retirement is a business podcast hosted by Unknown Host, with 312 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Unknown Host hosts Joe Knows Retirement, a business show with 312 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  Episode #314

  Do THIS Instead of a Roth Conversion

  Aug 21, 202616 minS1

  Roth conversions can be one of the best tax planning strategies in retirement, especially if you have a pension and $1 million or more saved. But what if the bigger opportunity isn't just saving taxes? In this episode of Joe Knows Retirement, Joe challenges Midwestern Millionaires to think beyond Roth conversions and ask a much bigger question: What is the real purpose of your money? Subscribe to our YouTube channel: https://bit.ly/430T9Lv Get a FREE copy of Joe's book "Midwestern Millionaire": https://keap.page/bsd964/midwestern-millionaire-toolkit-podcast.html Read our latest article featured in Kiplinger: https://www.kiplinger.com/taxes/tax-planning/times-that-a-roth-conversion-is-a-bad-idea-for-retirees Schedule a call with our team: https://peakretirementplanning.com/schedule-a-meeting/

  ListenShow Notes
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  Episode #313

  8 Tax Strategies Your CPA Won't Tell You - Part 2

  Aug 18, 202619 minS1

  If you have a pension and $1 million or more saved for retirement, simply filing your taxes may not be enough. The bigger opportunity could be proactive tax planning. In this episode of Joe Knows Retirement, Joe covers 8 more retirement tax strategies your CPA or financial planner may not be talking about. Subscribe to our YouTube channel: https://bit.ly/430T9Lv Get a FREE copy of Joe's book "I Hate Taxes": https://keap.page/bsd964/toolkit-podcast.html Read our latest article featured in Kiplinger: https://www.kiplinger.com/personal-finance/cpa-vs-tax-planner-whats-the-difference Schedule a call with our team: https://peakretirementplanning.com/schedule-a-meeting/

  ListenShow Notes
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  Episode #312

  I'm 60 With $2 Million and a Pension... Should I Do Roth Conversions?

  Aug 14, 202618 minS1

  You're 60 years old, you have a pension, and you've saved $2 million for retirement. Congratulations! But now comes one of the biggest tax planning decisions you'll ever make: should you be doing Roth conversions? In this episode, Joe walks through a real-world case study showing why Roth conversions may make sense for retirees with pensions and substantial retirement savings. You'll learn why this situation is different than most retirees, how Required Minimum Distributions (RMDs) can create a future tax problem, and how proper planning could potentially save hundreds of thousands of dollars over your lifetime. Subscribe to our YouTube channel: https://bit.ly/430T9Lv Get a FREE copy of Joe's book "I Hate Taxes": https://keap.page/bsd964/toolkit-podcast.html Read our latest article featured in Kiplinger: https://www.kiplinger.com/retirement/retirement-planning/regrets-for-retirees-with-a-pension-and-a-million-dollars Schedule a call with our team: https://peakretirementplanning.com/schedule-a-meeting/

  ListenShow Notes
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  Episode #311

  Retiring With a Pension? Watch This

  Aug 11, 202620 minS1

  If you're retiring soon with a pension, your retirement planning is different than most people. Less than 20% of retirees have a pension, and if you've also saved $1 million or more, you're in a unique financial position that requires more advanced planning. In this episode of Joe Knows Retirement, Joe covers the biggest retirement mistakes to avoid before making irreversible pension decisions. Subscribe to our YouTube channel: https://bit.ly/430T9Lv Get a FREE copy of Joe's book "2% Club": https://keap.page/bsd964/2-percent-toolkit-podcast.html Read our latest article featured in Kiplinger: https://www.kiplinger.com/retirement/reasons-roth-conversions-and-pensions-work-well-together Schedule a call with our team: https://peakretirementplanning.com/schedule-a-meeting/

  ListenShow Notes
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  Episode #310

  13 Roth Conversion Windows You CAN'T Afford To Miss

  Aug 7, 202619 minS1

  If you have a pension and $1 Million or more saved, often the question is not whether you should do a Roth conversion, but when. In this episode of Joe Knows Retirement, Joe walks through 13 Roth conversion windows that could help you reduce taxes, lower future required minimum distributions and make smarter retirement decisions. From early retirement to Medicare, Social Security, the widow's penalty, charitable giving, and more, you'll learn the key opportunities that could make Roth conversions far more valuable. Subscribe to our YouTube channel: https://bit.ly/430T9Lv Get a FREE copy of Joe's book "I Hate Taxes": https://keap.page/bsd964/toolkit-podcast.html Read our latest article featured in Kiplinger: https://www.kiplinger.com/taxes/tax-planning/times-that-a-roth-conversion-is-a-bad-idea-for-retirees Schedule a call with our team: https://peakretirementplanning.com/schedule-a-meeting/

  ListenShow Notes

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