Free Daily Podcast Summary
Joe Knows Retirement: Daily Summaries Delivered
by 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.
Latest Episodes
The most recent episodes — sign up to get AI-powered summaries of each one.
- 2 days ago25 min
If You Have $3 Million Saved, Pay Attention to This
If you have $3 million or more saved for retirement, there are planning opportunities you may want to start thinking about differently. In this episode of Joe Knows Retirement, Joe walks through several advanced strategies that can become more important as your wealth continues to grow. 🎥 Subscribe to our YouTube channel: https://bit.ly/430T9Lv 📚Get a FREE copy of Joe's book "Midwestern Millionaire": https://keap.page/bsd964/midwestern-millionaire-toolkit-podcast.html 🟥 Read our latest article featured in Kiplinger: https://www.kiplinger.com/retirement/happy-retirement/spend-your-retirement-nest-egg-and-drop-the-guilt 📞 Schedule a call with our team: https://peakretirementplanning.com/schedule-a-meeting/
- 5 days ago18 min
Why Tax Planning Is The Center Of Retirement Planning
Many diligent savers enter retirement with most of their money sitting in tax-deferred accounts, but without a strategy for how those dollars will eventually be taxed. Add a pension, Social Security, required minimum distributions, Medicare premiums, and future estate considerations, and the tax impact can become much larger than expected. In this episode of Joe Knows Retirement, Joe breaks down several important tax planning opportunities for retirees with a pension and significant savings. 🎥 Subscribe to our YouTube channel: https://bit.ly/430T9Lv 📚Get a FREE copy of Joe's book "I Hate Taxes": https://keap.page/bsd964/toolkit-podcast.html 🟥 Read our latest article featured in Kiplinger: https://www.kiplinger.com/taxes/tax-planning/how-pensions-affects-taxes-in-retirement 📞 Schedule a call with our team: https://peakretirementplanning.com/schedule-a-meeting/
- 1 weeks ago22 min
5 Ways to Protect Your Investments in Retirement with a Pension
If you have a pension and $1 million or more saved for retirement, you may not need to protect your investments the same way as the average retiree. Your pension already provides a level of dependable income, which can completely change how you think about your investment allocation. In this episode of Joe Knows Retirement, Joe breaks down 5 protection options retirees may want to consider. He explains the pros and cons of each and why your pension could give you more flexibility than a traditional retirement plan. 🎥 Subscribe to our YouTube channel: https://bit.ly/430T9Lv 📚Get a FREE copy of Joe's book "2% Club": https://keap.page/bsd964/2-percent-toolkit-podcast.html 🟥 Read our latest article featured in Kiplinger: https://www.kiplinger.com/retirement/retirement-planning/ways-to-strengthen-your-retirement-plan-today 📞 Schedule a call with our team: https://peakretirementplanning.com/schedule-a-meeting/
- 1 weeks ago20 min
Retiring With a Pension & $2 Million: A Real Retirement Case Study
If you're retiring with a pension and around $2 million or more saved, you're in a great position. But having enough money doesn't mean your retirement plan is finished. In this case study, Joe breaks down a couple preparing to retire with a strong pension, substantial savings, and plenty of opportunities to make the most of the retirement they've worked so hard to build. 🎥 Subscribe to our YouTube channel: https://bit.ly/430T9Lv 📚Get a FREE copy of Joe's book "2% Club": https://keap.page/bsd964/2-percent-toolkit-podcast.html 🟥 Read our latest article featured in Kiplinger: https://www.kiplinger.com/taxes/tax-planning/how-pensions-affects-taxes-in-retirement 📞 Schedule a call with our team: https://peakretirementplanning.com/schedule-a-meeting/
- 2 weeks ago19 min
Have $100K+ Sitting in the Bank? Do THIS Instead
If you have $100,000 or more sitting in the bank, is that really the best place for it? For diligent savers, especially retirees with a pension and $1 million or more saved, holding extra cash can feel safe. But too much cash could mean missed growth opportunities and unnecessary taxes. In this episode of Joe Knows Retirement, Joe breaks down how much you may actually need in an emergency fund and several ways excess cash could potentially be put to better use. 🎥 Subscribe to our YouTube channel: https://bit.ly/430T9Lv 📚Get a FREE copy of Joe's book "2% Club": https://keap.page/bsd964/2-percent-toolkit-podcast.html 🟥 Read our latest article featured in Kiplinger: https://www.kiplinger.com/taxes/tax-planning/keep-more-of-your-retirement-savings-standard-deduction-planning 📞 Schedule a call with our team: https://peakretirementplanning.com/schedule-a-meeting/
- 2 weeks ago18 min
Single With A Pension? Don't Let Taxes Ruin Your Retirement
If you're single and retiring with a pension, your retirement plan may look very different from the typical retiree. From higher tax brackets and Medicare premiums to Roth conversions, legacy planning, and your pension election, several important decisions could have a major impact on your retirement. 🎥 Subscribe to our YouTube channel: https://bit.ly/430T9Lv 📚Get a FREE copy of Joe's book "2% Club": https://keap.page/bsd964/2-percent-toolkit-podcast.html 🟥 Read our latest article featured in Kiplinger: https://www.kiplinger.com/taxes/widows-penalty-how-to-prepare 📞 Schedule a call with our team: https://peakretirementplanning.com/schedule-a-meeting/
- 3 weeks ago18 min
If Roth Conversions Only Save You 2%... Are They Really Worth It?
Many retirees hesitate to do Roth conversions because they believe the savings are only a couple of percentage points. But is that really the full story? In this episode of Joe Knows Retirement, Joe explains why focusing only on today's tax bracket can lead to costly mistakes later. If you have a pension, $1 million or more saved, or expect Required Minimum Distributions (RMDs), the true benefit of Roth conversions goes far beyond a simple 2% tax difference. 🎥 Subscribe to our YouTube channel: https://bit.ly/430T9Lv 📚Get a FREE copy of Joe's book "I Hate Taxes": https://keap.page/bsd964/toolkit-podcast.html 🟥 Read our latest article featured in Kiplinger: https://www.kiplinger.com/retirement/roth-conversion-can-head-off-medicare-irmaa 📞 Schedule a call with our team: https://peakretirementplanning.com/schedule-a-meeting/
- 3 weeks ago14 min
Should the 2% Club Own Real Estate?
Should you own real estate if you have a pension and $1 million or more saved? Many retirees assume real estate is the obvious next investment, but the answer is more complicated than most people realize. In this video, Joe breaks down the biggest tax advantages of real estate and explains why most of our clients ultimately choose not to own rental properties in retirement despite the potential tax savings. 🎥 Subscribe to our YouTube channel: https://bit.ly/430T9Lv 📚Get a FREE copy of Joe's book "I Hate Taxes": https://keap.page/bsd964/toolkit-podcast.html 🟥 Read our latest article featured in Kiplinger: https://www.kiplinger.com/taxes/tax-planning/what-being-in-the-2-percent-club-means-for-your-retirement 📞 Schedule a call with our team: https://peakretirementplanning.com/schedule-a-meeting/
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