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Joe Knows Retirement Joe Knows Retirement Joe Schmitz Jr., CFP® ChFC® CKA® Global Economic Press Global Economic Press Global Economic Press PIMCO Pod PIMCO Pod PIMCO Marketplace All-in-One Marketplace All-in-One Marketplace MarketBeat | Stock Market News & Analysis MarketBeat | Stock Market News & Analysis MarketBeat Cattle Current Market Update with Wes Ishmael Cattle Current Market Update with Wes Ishmael Wes Ishmael: cattle business analyst and journalist Finance Exam Prep Finance Exam Prep Ran Chen, EA, CFP® 美股早咖啡 美股早咖啡 Meng Charged Alpha Stock Encyclopedia Charged Alpha Stock Encyclopedia Colton Thomas Buenos Días Mercado Buenos Días Mercado El Conquistador FM Creatives Rule the World Creatives Rule the World Tracy Matthews Money Tips Podcast Money Tips Podcast Charles Kelly The Brad Weisman Show The Brad Weisman Show Brad Weisman Market Updates Market Updates Marcus Today Legit Podcast Pro Legit Podcast Pro Gordon Firemark Finer Market Points' ASX Podcast Finer Market Points' ASX Podcast Finer Market Points The BioCentury Show The BioCentury Show BioCentury 声动早咖啡 声动早咖啡 声动活泼 The Age to Come The Age to Come Intelligence Squared High Voltage Business Builders Podcast High Voltage Business Builders Podcast Neil Twa Product Marketing Life Product Marketing Life Product Marketing Alliance The Times Tech Podcast The Times Tech Podcast The Sunday Times Ladies of Liverpool Ladies of Liverpool Ladies of Liverpool Mad Money w/ Jim Cramer Mad Money w/ Jim Cramer CNBC 开店笔记 ▎一店顶十店·小而美·极致单店 开店笔记 ▎一店顶十店·小而美·极致单店 开店笔记开店做生意 硬核比特--人工智能硬核比特币新闻 硬核比特--人工智能硬核比特币新闻 Meng Le journal d'Europe 1 Le journal d'Europe 1 Europe 1 Abraham Hicks Abraham Hicks Abraham Hicks PWTorch Dailycast PWTorch Dailycast Pro Wrestling Torch Which? Which? Which? Make More Money without Selling Your Soul Make More Money without Selling Your Soul Polly Lavarello Subscription Prescription | Weekly Doses to Boost Ecommerce Revenue Subscription Prescription | Weekly Doses to Boost Ecommerce Revenue Subscription Doc The #WhatsNext Podcast The #WhatsNext Podcast nextAdvisory Insurance Exam Prep Insurance Exam Prep Ran Chen, EA, CFP® 손에 잡히는 경제 손에 잡히는 경제 MBC Digital Marketing Masters Podcast Digital Marketing Masters Podcast Matt Rouse Beat The Books Podcast Beat The Books Podcast Matt Madd
Joe Knows Retirement

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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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