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Joe Knows Retirement Joe Knows Retirement Joe Schmitz Jr., CFP® ChFC® CKA® 富邦期貨:富邦期權通 富邦期貨:富邦期權通 富邦期貨 Magazeum Magazeum Patrick Mitchell Real Estate Exam Prep Real Estate Exam Prep Ran Chen, EA, CFP® NZZ Akzent NZZ Akzent NZZ The Accounting Podcast The Accounting Podcast Blake Oliver & David Leary The Kings Code Podcast The Kings Code Podcast Tate NTD Evening News NTD Evening News NTD Evening News Larry Reidy’s America Larry Reidy’s America larryreidy Handelsblatt Disrupt - Der Podcast über die Zukunft der Wirtschaft Handelsblatt Disrupt - Der Podcast über die Zukunft der Wirtschaft Larissa Holzki, Handelsblatt Handelsblatt Economic Challenges - Podcast über Wirtschaft, Konjunktur, Geopolitik und Welthandel Handelsblatt Economic Challenges - Podcast über Wirtschaft, Konjunktur, Geopolitik und Welthandel Professor Michael Hüther und Professor Bert Rürup, Handelsblatt The Crazy One The Crazy One Stephen Gates OMR Podcast OMR Podcast Philipp Westermeyer - OMR Money Making Conversations Master Class Money Making Conversations Master Class Rushion McDonald Secrets From a Coach -  Debbie Green & Laura Thomson's Podcast Secrets From a Coach - Debbie Green & Laura Thomson's Podcast Laura Thomson-Staveley & Debbie Green OHNE AKTIEN WIRD SCHWER - Tägliche Börsen-News OHNE AKTIEN WIRD SCHWER - Tägliche Börsen-News Noah Leidinger, OMR Members Podcast Members Podcast Marcus Today Against All Odds Podcast, The Less than 1% Chance with Maria Aponte Against All Odds Podcast, The Less than 1% Chance with Maria Aponte Maria Good Sleep: Positive Affirmations Good Sleep: Positive Affirmations Optimal Living Daily | Sleepy Meditation The Aaron Novello Podcast The Aaron Novello Podcast Aaron Novello Your Daily Holiday Briefing Your Daily Holiday Briefing Checkiday.com Il Caffettino di Mario Moroni Il Caffettino di Mario Moroni OnePodcast Peter Lewis' Money Talk Peter Lewis' Money Talk Peter Lewis' Money Talk 游庭皓的財經皓角 游庭皓的財經皓角 游庭皓的財經皓角 The Corporate Entrepreneur The Corporate Entrepreneur Sue Gilenson, Marc Gilenson Mindset Reloaded - Brian Tracy Motivation Daily Mindset Reloaded - Brian Tracy Motivation Daily Motiv FlavorVille Radio – Straight Outta the Kitchen (Premiere Episode) FlavorVille Radio – Straight Outta the Kitchen (Premiere Episode) Brian M Inspired The Property Couch The Property Couch Bryce Holdaway & Ben Kingsley 4biddenknowledge Podcast 4biddenknowledge Podcast Billy Carson 4biddenknowledge ELANA 5 a.m. Club ELANA 5 a.m. Club ELANA Trading Startup Insider Startup Insider Startup Insider CountryWide CONNECT CountryWide CONNECT CountryWide Media Flash Stock Reports (Video) Flash Stock Reports (Video) Flash by StockSentinel.AI Desayuno con Bancolombia Desayuno con Bancolombia Bancolombia JIJI news for English Learners-時事通信英語学習ニュース‐ JIJI news for English Learners-時事通信英語学習ニュース‐ 時事通信社 The Voice of Florida Architecture The Voice of Florida Architecture AIA Florida Die Potenzialwerkstatt Die Potenzialwerkstatt Andreas Nemeth - Der Potenzialentwickler
Joe Knows Retirement

Business

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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