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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.

225 episodios disponibles

Latest episodes of the podcast Joe Knows Retirement

Stop Working if You Have a Pension! 26/12/2025

Pension? Millionaire? THIS Is Your Real Problem in Retirement 23/12/2025

Do NOT Roth Convert If You Meet These 6 Rules 18/12/2025

Most 62-Year-Olds Miss This… Even With $2M Saved 16/12/2025

Have a Pension? This Will Help You Spend Your Money… 13/12/2025

3 Things to Do if You Have a Pension 11/12/2025

Everything to Know About Roth Conversions if You Have a Pension - 21 Things to Consider 10/12/2025

Why Advisors HATE Roth Conversions 06/12/2025

10 Tax Considerations Before the End of the Year 04/12/2025

A Mentor's Legacy: Joe's Journey Into Financial Planning 03/12/2025

The Truth About the 60/40 Portfolio (Pension Holders Beware) 02/12/2025

Must-Know Pension Moves for Your 50s & 60s 25/11/2025

3 Things to plan for Retirement (Millionaires with a Pension) 22/11/2025

The 2% Club: Are You Among the Elite Ready for Retirement? 18/11/2025

Defer Taxes Into Retirement? BIG Mistake for Pension Holders 15/11/2025

Why Your Pension Could Make You Pay MORE in Taxes! 13/11/2025

Stop Waiting to Break Even on Your ROTH! 11/11/2025

Retiring Single with a Pension? You Could Pay nearly DOUBLE in Taxes 09/11/2025

Why Millionaires Still Feel Broke in Retirement 07/11/2025

7 Pension Mistakes In Retirement 04/11/2025

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