Joe Knows Retirement

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 Retir

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. Ad

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

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.

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 sav

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 Rot

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

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 com

Do THIS Instead of a Roth Conversion

Roth conversions can be one of the best tax planning strategies in retirement, especially if you have a pension and $1 million or more saved. But what if the bigger oppor

8 Tax Strategies Your CPA Won't Tell You - Part 2

If you have a pension and $1 million or more saved for retirement, simply filing your taxes may not be enough. The bigger opportunity could be proactive tax planning. In

I'm 60 With $2 Million and a Pension... Should I Do Roth Conversions?

You're 60 years old, you have a pension, and you've saved $2 million for retirement. Congratulations! But now comes one of the biggest tax planning decisions you'll ever

Retiring With a Pension? Watch This

If you're retiring soon with a pension, your retirement planning is different than most people. Less than 20% of retirees have a pension, and if you've also saved $1 mill

13 Roth Conversion Windows You CAN'T Afford To Miss

If you have a pension and $1 Million or more saved, often the question is not whether you should do a Roth conversion, but when. In this episode of Joe Knows Retirement,

The 5 Biggest Retirement Concerns I Hear

If you have a pension and $1 million or more saved, your biggest retirement concerns probably aren't what most people think. After helping thousands of retirees, I've not

Why Your Retirement Savings Could KEEP Growing After You Retire

If you have a pension, your retirement may look very different than most people expect. Many retirees assume they'll spend down their investments throughout retirement. B

4 Ways Your Pension Protects You in Retirement

If you have a pension, you're in a unique position that most retirees will never experience. In this video, Joe breaks down four powerful ways your pension can protect yo

5 Things That Disappear After You Retire

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 episod

You're Not the Average Retiree... Here's Why

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 ne

The #1 Thing Wealthy Retirees Do Differently

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 Retir

7 Retirement Numbers You MUST Know If You Have a Pension

If you have a pension, your retirement planning is different than most people. Less than 20% of Americans have a pension, and if you've also built significant retirement