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Joe Knows Retirement

Joe Knows Retirement

Por: Joe Schmitz Jr., CFP® ChFC® CKA®

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

200 episodios disponibles

Latest episodes of the podcast Joe Knows Retirement

Is the 12% Tax Bracket Enough for Roth Conversions? (The Truth for Millionaires with Pensions) 18/10/2025

Most Pension Retirees Think They’re Ready… But Are You Truly Prepared? 16/10/2025

Should You Really Work Until 65 If You Have $1M+ & a Pension? 11/10/2025

Why Roth Conversions Could Save Your Retirement (or Ruin It) 07/10/2025

Lump Sum Pension: 5 Questions You Can’t Afford to Ignore 04/10/2025

Roth Conversion Hidden Traps That DIY'ers Must Know 30/09/2025

What Retired Millionaires Regret Most (It’s Not Money!) 27/09/2025

Pension Planning: Build a Legacy That Lasts 25/09/2025

Roth Conversions After 60: The Hidden Window of Opportunity 18/09/2025

Roth IRA 5-Year Rule: Everything to Know 16/09/2025

The 5 Pillars of Pension Planning: Must-Haves for a Secure Retirement 13/09/2025

Medicare with a Pension: Avoid Tax & Premium Surprises in Retirement 11/09/2025

Taking VERA? 6 Things Federal Employees Must Know! 11/09/2025

What Every DIY Needs to Know for Retirement Planning 08/09/2025

8 Retirement Tax Strategies CPAs Won’t Tell You 05/09/2025

Should You DIY Your Retirement? 4 Questions to Ask Yourself First 05/09/2025

You’ve Saved $1M+… Now What? The Emotional Side of Retirement 03/09/2025

Should You Tax-Loss Harvest? These Are The People It Makes Most Sense For... 02/09/2025

10 Things You NEED To Know If You Want To DIY Your Retirement 02/09/2025

$1 Million Lump Sum vs $50,000/Year Pension: Which Is Worth More? 19/08/2025

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