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Artwork for Joe Knows Retirement
Retirement Planning
Social Security
Tax Planning
Roth Conversions
Pensions
Roth Conversion
Income Planning
Tax Cuts and Jobs Act
Market Volatility
Permanent Life Insurance
Medicare Premiums
Financial Advisors
Financial Planning
Investment Strategies
Medicare
Estate Planning
Retirement Spending
Midwestern Millionaires
Trump Administration
Tax Rates

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

PublishesDailyEpisodes223Founded2 years ago
Number of ListenersCategories
BusinessInvesting

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Artwork for Joe Knows Retirement

Latest Episodes

Most people hear "Roth conversions save taxes"… but that's NOT always true. In today's episode, Joe breaks down 6 situations where a Roth conversion can actually hurt you, especially if you are in or near retirement. Whether you have a pension, you'r... more

He worked 40 years, saved $2M, has a $40K pension, and claimed Social Security at 62, but the real surprise came after we ran his analysis.

🎥 Subscribe to our YouTube channel: bit.ly/430T9Lv

📚Get a FREE copy of Joe's book "Midwestern Mi... more

Most retirees in the Midwestern Millionaire category are great savers and terrible spenders, even when they have $1M+ and a pension. Today, Joe breaks down the Paychecks vs. Playchecks tool we use at Peak Retirement Planning to show clients how much ... more

Are you one of the few people with a pension? Then you're in the Top 20% and your planning needs are completely different. In this video, Joe breaks down 3 must-know moves every pension holder should make so you don't leave six or seven figures on th... more

Key Facts

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Number of Listeners
Find out how many people listen to this podcast per episode and each month.

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Host

Joe Schmitz
CEO and founder of Peak Retirement Planning, and Host of the Joe Knows Retirement Podcast, offering expert insights into retirement strategies and financial planning.

Reviews

4.9 out of 5 stars from 50 ratings
  • Joe Definitely Knows

    Joe offers insights and actionable takeaways for tax planning, investments, income, estate and healthcare all under one roof! And better yet it’s at a level anyone can understand!

    Apple Podcasts
    5
    Sarah-Schweet
    United Statesa month ago
  • Joe Knows Retirement offers practical insight every retiree needs

    Joe’s podcasts are the perfect mix of informative, yet concise. He explains his points at a level that makes it understandable to any listener.

    Apple Podcasts
    5
    ERayer4
    United Statesa month ago
  • Love this!

    Great content here, very in-depth and informative.

    Apple Podcasts
    5
    haley3636
    United Statesa month ago
  • From a fellow Midwestern Millionaire - Great Podcast!

    Educational Podcast for those with $1m+ saved and in or near retirement. Lots of great tips on tax planning. I like Joe’s term “Midwestern Millionaire”, that’s me!

    Apple Podcasts
    5
    John.1960.1
    United Statesa month ago
  • Stop talking about pension!

    Stop talking about pension! Not everyone has pension

    Apple Podcasts
    1
    terence_ip
    United States7 months ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listeners appreciate the actionable insights and practical advice provided, particularly for retirement planning and tax strategies.
There are some criticisms regarding a focus on pensions, as not all listeners may have such financial arrangements.
Many comments highlight the informative nature of the content, making complex financial topics accessible and understandable.

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Talking Points

Recent interactions between the hosts and their guests.

Lump Sum Pension: 5 Questions You Can't Afford to Ignore
Q: What are the five critical questions to consider when deciding on a pension type?
The five questions are about the replacement of income, income need, longevity, tax planning, and legacy goals. Each factor helps individuals assess whether a lump sum or a monthly pension is better suited to their situation.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About Joe Knows Retirement

What is Joe Knows Retirement about and what kind of topics does it cover?

This podcast offers valuable insights and strategies for individuals preparing for retirement, particularly those navigating the complexities of financial planning. Key topics include tax planning, investment management, and maximizing Social Security benefits, often focusing on unique challenges faced by high-net-worth retirees, especially those with pensions. The content is tailored to educate listeners on how to effectively manage their wealth, mitigate tax burdens, and ensure a secure financial future as they transition into retirement. The host's practical approach and engaging style make difficult financial concepts accessible to listeners of varying financial backgrounds.

One distinctive feature is the emphasis on unique concepts su... more

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Which podcasts are similar to Joe Knows Retirement?

These podcasts share a similar audience with Joe Knows Retirement:

1. Retirement Answers
2. Ready For Retirement
3. Stay Wealthy Retirement Podcast
4. Retirement Starts Today
5. Retirement Answer Man

How many episodes of Joe Knows Retirement are there?

Joe Knows Retirement launched 2 years ago and published 223 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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