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Joe Knows Retirement

Joe Knows Retirement

By: Joe Schmitz Jr. CFP® ChFC® CKA®
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Welcome to the Joe Knows Retirement Podcast! Where Joe will take you through strategies to make the most of your retirement.2023 Economics Personal Finance
Episodes
  • The Biggest Retirement Lies That Could Cost You Thousands
    Jun 27 2026

    Have you been following retirement advice that could actually hurt your financial future? In today's episode of Joe Knows Retirement, Joe breaks down the 5 biggest retirement lies that many Americans believe, especially those with pensions and substantial retirement savings. From taxes and Social Security to healthcare and retirement income planning, these misconceptions could cost you thousands throughout retirement.

    🎥 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/

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    17 mins
  • Don't Retire Until You Answer These 5 Questions First
    Jun 25 2026

    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 regret. In this episode, Joe breaks down the exact retirement planning questions we walk through with clients before they retire. From creating a reliable income plan to reducing taxes, avoiding pension mistakes, protecting your legacy, and preparing for healthcare costs, these are the conversations every retiree should have.

    🎥 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/retirement-planning/are-you-being-tax-smart-about-your-pension

    📞 Schedule a call with our team: https://peakretirementplanning.com/schedule-a-meeting/

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    18 mins
  • Watch Out For Tax Bracket Creep If You Have a Pension
    Jun 18 2026

    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 dangers of tax bracket creep and why retirees with pensions often end up paying far more in taxes than expected.

    🎥 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/who-hates-taxes-the-best-time-to-plan-for-taxes-is-now

    📞 Schedule a call with our team: https://peakretirementplanning.com/schedule-a-meeting/

    Show More Show Less
    16 mins
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