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Joe Knows Retirement
Joe Schmitz Jr., CFP® ChFC® CKA®
227 episodes
1 day ago
Welcome to the Joe Knows Retirement Podcast! Where Joe will take you through strategies to make the most of your retirement.
Show more...
Investing
Business
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All content for Joe Knows Retirement is the property of Joe Schmitz Jr., CFP® ChFC® CKA® and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Welcome to the Joe Knows Retirement Podcast! Where Joe will take you through strategies to make the most of your retirement.
Show more...
Investing
Business
Episodes (20/227)
Joe Knows Retirement
Federal Employees: This TSP Roth Conversion Rule Changes Everything
1 day ago
14 minutes 10 seconds

Joe Knows Retirement
Have a Pension & $1M+ Saved? Here's Why Smart Retirees STILL Hire Help
3 days ago
14 minutes 23 seconds

Joe Knows Retirement
Stop Working if You Have a Pension!
1 week ago
17 minutes 13 seconds

Joe Knows Retirement
Pension? Millionaire? THIS Is Your Real Problem in Retirement
1 week ago
15 minutes 23 seconds

Joe Knows Retirement
Do NOT Roth Convert If You Meet These 6 Rules
2 weeks ago
17 minutes 39 seconds

Joe Knows Retirement
Most 62-Year-Olds Miss This… Even With $2M Saved
2 weeks ago
19 minutes 45 seconds

Joe Knows Retirement
Have a Pension? This Will Help You Spend Your Money…
3 weeks ago
13 minutes 41 seconds

Joe Knows Retirement
3 Things to Do if You Have a Pension
3 weeks ago
20 minutes

Joe Knows Retirement
Everything to Know About Roth Conversions if You Have a Pension - 21 Things to Consider
3 weeks ago
22 minutes 20 seconds

Joe Knows Retirement
Why Advisors HATE Roth Conversions
4 weeks ago
11 minutes 47 seconds

Joe Knows Retirement
10 Tax Considerations Before the End of the Year
1 month ago
17 minutes 44 seconds

Joe Knows Retirement
A Mentor's Legacy: Joe's Journey Into Financial Planning
1 month ago
18 minutes 34 seconds

Joe Knows Retirement
The Truth About the 60/40 Portfolio (Pension Holders Beware)
1 month ago
18 minutes 23 seconds

Joe Knows Retirement
Must-Know Pension Moves for Your 50s & 60s
1 month ago
21 minutes 23 seconds

Joe Knows Retirement
3 Things to plan for Retirement (Millionaires with a Pension)
1 month ago
17 minutes 38 seconds

Joe Knows Retirement
The 2% Club: Are You Among the Elite Ready for Retirement?
1 month ago
17 minutes 18 seconds

Joe Knows Retirement
Defer Taxes Into Retirement? BIG Mistake for Pension Holders
1 month ago
18 minutes 46 seconds

Joe Knows Retirement
Why Your Pension Could Make You Pay MORE in Taxes!
1 month ago
19 minutes 12 seconds

Joe Knows Retirement
Stop Waiting to Break Even on Your ROTH!
1 month ago
11 minutes 47 seconds

Joe Knows Retirement
Retiring Single with a Pension? You Could Pay nearly DOUBLE in Taxes
1 month ago
16 minutes 5 seconds

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