『Joe Knows Retirement』のカバーアート

Joe Knows Retirement

Joe Knows Retirement

著者: Joe Schmitz Jr. CFP® ChFC® CKA®
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Welcome to the Joe Knows Retirement Podcast! Where Joe will take you through strategies to make the most of your retirement.2023 個人ファイナンス 経済学
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  • 5 Things That Disappear After You Retire
    2026/07/24

    Retirement changes more than just your paycheck. There are things that quietly disappear once your career ends, and many retirees never see them coming. In today's episode of Joe Knows Retirement, Joe covers five things that often disappear after retirement. If you have a pension and $1 million or more saved, some of these may affect you differently than the average retiree. We'll also discuss why planning ahead can help you enjoy retirement with more confidence and fewer regrets.

    🎥 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/do-you-need-one-million-to-retire-if-you-have-a-pension

    📞 Schedule a call with our team: https://peakretirementplanning.com/schedule-a-meeting/

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    14 分
  • You're Not the Average Retiree... Here's Why
    2026/07/21

    If you have a pension and $1 million or more saved, your retirement is completely different from the average retiree. Most retirement advice is designed for people who need more income. But if your pension already covers your lifestyle, your biggest opportunities shift toward optimizing taxes, growing your wealth wisely, protecting your legacy, and making the most of the retirement you've worked so hard for. In this video, Joe walks through the biggest differences between the average retiree and those who have reached financial freedom, plus the five things our clients actually want once they no longer have to worry about running out of money.

    🎥 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/retiring-with-a-pension-what-to-know

    📞 Schedule a call with our team: https://peakretirementplanning.com/schedule-a-meeting/

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    16 分
  • The #1 Thing Wealthy Retirees Do Differently
    2026/07/16

    What separates wealthy retirees from everyone else? It is not chasing higher investment returns. It is having a proactive tax strategy. In this episode of Joe Knows Retirement, Joe explains why taxes often become the largest expense for retirees with pensions and significant retirement savings. Learn how required minimum distributions, Roth conversions, estate planning, charitable giving, and tax diversification can dramatically impact your retirement.

    🎥 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/who-hates-taxes-the-best-time-to-plan-for-taxes-is-now

    📞 Schedule a call with our team: https://peakretirementplanning.com/schedule-a-meeting/

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    17 分
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