All Episodes
Joe Knows Retirement — 295 episodes
Watch Out For Tax Bracket Creep If You Have a Pension
Pension Mistakes That Could Cost You Six Figures in Retirement
Roth Conversion Windows For Those With Pensions
10 Pension Mistakes Near Retirement
The 2% Club (Full Audiobook)
I Hate Taxes (Full Audiobook)
Midwestern Millionaire (Full Audiobook)
Peak Retirement (Full Audiobook)
7 Biggest Decisions in Retirement
Your Pension Might ONLY Be Worth HALF in Retirement
Most Pension Retirees Miss These Opportunities
The 5 WORST Things About Retirement
The Retirement Tax Trap NO One Warns High Net Worth Investors About
I'm 60 With $1M + A Pension… Can I REALLY Retire?
7 Questions to Ask Before Roth Converting
10 Retirement Questions You MUST Answer Before It's Too Late
Are You Spending Enough Money in Retirement?
Pension Jail Is REAL… But Walking Away Could Cost You $1M+
10 Tax Planning Considerations For Those With Pensions
Wealthy Retirees ALL Regret These 5 Mistakes… Don't Be One of Them
How to Maximize Your Pension and Social Security Income
The $1M Tax Savings Lie… What Roth Conversions ACTUALLY Do
FAQs You NEED to Know Before Hiring a Financial Planning Team
These 3 Pension Pillars Can Make or Break Your Retirement
Bad Retirement Advice I've Seen (Real Client Story)
Why Your Future Net Worth Is MUCH Bigger Than You Think
Do You ACTUALLY Have Enough? (The Truth for Pension + $1M Retirees)
Widows, Be Aware of This BEFORE It's Too Late
Stop Saving… Start Spending? The 4 Things You MUST Do With Your Money in Retirement
If Your Advisor Isn't Doing THIS… You're Overpaying
4 Considerations If You Have a Pension
If Your Advisor Says THIS… They Don't Work With High-Net-Worth Investors (10 Red Flags)
80% of Retirees Pay $0 in Federal Income Taxes… Here's Why You Won't
Income Planning With a Pension. Should You Be Concerned About Market Volatility?
Pension and Social Security?… Here's What Most Miss
5 Considerations Before Doing Roth Conversions With Pensions
You Did Everything Right… So Why Are Your Taxes So High?
Why Retirees With $1M+ STILL Fear Running Out of Money
5 Things You MUST Know Before Moving to Another State in Retirement
I Am Retired. What Should I Do With My 401k?
3 Roth Conversion Myths Retirees Still Believe
Inherited IRA... Use These 7 Strategies Before You Withdraw
Why Prepaying Your RMDs Could Save You Thousands in Retirement
The 7-Point Retirement Checklist For Those Retiring With a Pension
3 HUGE Tax Wins in the One Big Beautiful Bill That Retirees Can't Ignore in 2026
Pension, Social Security, and $1 Million Saved… Consider These Points
Have a Pension? Need an Income Annuity?
100 Things Midwestern Millionaires Do
Stop Guessing Your Roth Conversions Before This Window Closes
Your 401k Might Be Your Biggest Retirement Mistake If You Have a Pension
10 Retirement Fixes You Can Do TODAY
10 Tax Planning Moves Every Pension Retiree Must Know
DIY Retirement Planning? 4 Reasons to Hire an Advisor
These 5 Retirement Income Strategies Change Everything if You Have a Pension
Biggest Retirement Mistakes for Those With Pensions
5 In-Service Withdrawal Rules You Must Know (401k/TSP)
90% of People Should NOT Do a Roth Conversion?… But You Might Need To If You Have a Pension
The 7-Step Retirement Checklist Pension Owners Can't Ignore
These Retirement Regrets Cost People Their Best Years
5 Tax Traps That Can Destroy Your Pension in Retirement
10 Reasons You Should NEVER Pay a Financial Advisor 1%
The 2% Club (Pension and $1 Million+ Saved)
4 Things NO ONE Tells You If You Have a Pension
If You're 60 With $3 Million Saved… This Retirement Tax Problem Is Coming
Tax Planning with Pensions
Pension + Social Security = A Tax Nightmare?
Traditional vs Roth: Smarter Retirement Moves If You Have a Pension
10 Things You MUST Do If You're Retiring With a Pension
Federal Employees: This TSP Roth Conversion Rule Changes Everything
Have a Pension & $1M+ Saved? Here's Why Smart Retirees STILL Hire Help
Stop Working if You Have a Pension!
Pension? Millionaire? THIS Is Your Real Problem in Retirement
Do NOT Roth Convert If You Meet These 6 Rules
Most 62-Year-Olds Miss This… Even With $2M Saved
Have a Pension? This Will Help You Spend Your Money…
3 Things to Do if You Have a Pension
Everything to Know About Roth Conversions if You Have a Pension - 21 Things to Consider
Why Advisors HATE Roth Conversions
10 Tax Considerations Before the End of the Year
A Mentor's Legacy: Joe's Journey Into Financial Planning
The Truth About the 60/40 Portfolio (Pension Holders Beware)
Must-Know Pension Moves for Your 50s & 60s
3 Things to plan for Retirement (Millionaires with a Pension)
The 2% Club: Are You Among the Elite Ready for Retirement?
Defer Taxes Into Retirement? BIG Mistake for Pension Holders
Why Your Pension Could Make You Pay MORE in Taxes!
Stop Waiting to Break Even on Your ROTH!
Retiring Single with a Pension? You Could Pay nearly DOUBLE in Taxes
Why Millionaires Still Feel Broke in Retirement
7 Pension Mistakes In Retirement
Can You REALLY Live Tax-Free in Retirement If You Have a Pension?
5 Roth Conversion MISTAKES That Could Cost You Hundreds of Thousands in Retirement
From $1M to $5M in Retirement?! Here's How It Actually Happens
Why the 4% Rule Could Be Dangerous If You Have a Pension
5 Retirement Moves to Protect Your Spouse (Before It's Too Late)
Is the 12% Tax Bracket Enough for Roth Conversions? (The Truth for Millionaires with Pensions)
Most Pension Retirees Think They're Ready… But Are You Truly Prepared?
Should You Really Work Until 65 If You Have $1M+ & a Pension?
Why Roth Conversions Could Save Your Retirement (or Ruin It)
Lump Sum Pension: 5 Questions You Can't Afford to Ignore
Roth Conversion Hidden Traps That DIY'ers Must Know
What Retired Millionaires Regret Most (It's Not Money!)
Pension Planning: Build a Legacy That Lasts
Roth Conversions After 60: The Hidden Window of Opportunity
Roth IRA 5-Year Rule: Everything to Know
The 5 Pillars of Pension Planning: Must-Haves for a Secure Retirement
Medicare with a Pension: Avoid Tax & Premium Surprises in Retirement
Taking VERA? 6 Things Federal Employees Must Know!
What Every DIY Needs to Know for Retirement Planning
8 Retirement Tax Strategies CPAs Won't Tell You
Should You DIY Your Retirement? 4 Questions to Ask Yourself First
You've Saved $1M+… Now What? The Emotional Side of Retirement
Should You Tax-Loss Harvest? These Are The People It Makes Most Sense For...
10 Things You NEED To Know If You Want To DIY Your Retirement
$1 Million Lump Sum vs $50,000/Year Pension: Which Is Worth More?
If You're 65 Or Older, The 22% Tax Bracket Has Changed. Here's Everything You Need to Know
6 Things $1M+ Savers With A Pension Get Wrong About Income Planning In Retirement
5 Things Midwestern Millionaires In The 2% Club Do Right In Retirement Planning
Pension and $1M+? Save $10k By Roth Converting Before Age 63!
"You'll Be In A Lower Tax Bracket In Retirement." Is That True If You Have A Pension & $1M+?
Why You Should NOT Use The 4% Rule Or Guardrails Strategy In Retirement If You Have A Pension & $1M+
Should You Move States In Retirement? The Ultimate Checklist For Those With A Pension & $1 Million+
Should You Do A Life Insurance Retirement Plan (LIRP) If You Have A Pension & $1M+ Saved?
Why You Should NOT Roth Convert Into The 32% Bracket
These Are The Sweet Spots For Roth Conversions If You Are 55-63 w/ A Pension & $1M+
The Big Beautiful Bill $6k Bonus Deduction: What You Need To Know If You're 65 w/ A Pension & $1m+
What You Need To Know About The One Big Beautiful Bill If You Have A Pension & $1M+ Saved
What You Need To Know If You're A Widow With A Pension & $1 M+ Saved
Most Retirees With A Pension & $1M+ Do These Things... And Regret It Later
The 5 Retirement Traps That Catch Millionaires With Pensions Off Guard
Have An Advisor? Make Sure They're Doing These 10 Things
Retired With A Pension And Still Paying Too Much in Taxes? Here's the Fix...
Wait... Can Your Pension Be Considered An Asset Class?
How To Find A Financial Planning Team Who Shares Your Christian Values (Certified Kingdom Advisor®)
7 Financial Fears Midwestern Millionaires Won't Say Out Loud
Retiring With a Pension in 2025: What You Need To Know
Why You May Want To Do Roth Conversions If You're Still Working & Have A Pension (Case Study)
Want To Retire Early With A Pension & $1 Million+? Watch This First!
What Should You Do With Your 401k/403b/TSP/457 When You Retire?
This Is How Pension Options Are Calculated
Can You Retire At 60 With $1.5 Million & A $5k mo Pension? Let's Run The Numbers...
8 Reasons When You Should Take Out From Your Roth (If You Have A Pension)
You Might Be A Midwestern Millionaire If...
Joe Shares Peak's Purpose, Impact, & Growth On The Advisor Journey
Her Advisor Said No To Roth Conversions?? (Pension & $2M+ Case Study)
10 Questions To Consider If You're Retiring With A Pension & $1M+ Saved
5 Reasons Why Your Financial Advisor Should Do Tax Prep For You
What To Do If You Have Financial Freedom In Retirement
Watch This If You Give $5,000 Or More To Charities Each Year & Want To Save Money In Taxes
Pension Case Study: Partial Lump Sum and Survivorship Options
Consider These Things Before Gifting Money To Your Kids & Grandkids (w/ A Pension & $1 M+ Saved)
Everything You Need To Know About The 2% Club (Retiring w/ A Pension & $1M+ Saved)
7 Things Financial Advisors Could Say That Should Make You Nervous
Pension, Social Security, & $1 Million+ Saved: Tax Efficient Income Planning
5 Tax-Free Strategies Before You Retire
If You Have A Pension & $1M+ Saved, Consider These Five Pillars Of Planning In Retirement
Should You Rent Or Buy A Second Home In Retirement?
How To Maximize Your Pension & Avoid Mistakes In Retirement
$3K Pension Per Month & $1 Million+ Saved: What Should I Do?
Running Out Of Money Vs Running Out Of Time To Enjoy Your Money In Retirement
How To Lower Your Taxes If You Have A Pension
How To Diversify Your Taxes If You Have A Pension
What To Do After Two 20%+ Return Years In The Market (Positive Sequence Of Returns)
Is $1 Million With A Pension Enough To Retire? (Realistic Breakdown & Strategies)
Spend, Give, Or Gift If You Have A Pension & $1 Million+
$1 Million Lump Sum vs $50K Per Year Pension: Which Is Better?
Avoid Pension Tax Traps In Retirement With These Strategies
Don't Retire With A Pension Without Knowing These Hidden Costs
Joe Leads A Radio Show Discussing Taxes, Tariffs, DOGE, & State of the Union
How To Plan For Early Retirement With A Pension
Feel Better About Making Big Purchases In Retirement If You Have A Pension
Roth Conversion Planning With A Pension: Everything You Need To Know
If Your Pension Is Over $100K, Pay Attention To These Things
Pros And Cons Of Being Single With A Pension
If You Can Do These Things Yourself, You May Not Need A Financial Advisor In Retirement
Think About These Things Before Taking Social Security If You Have A Pension
Joe Talks About Everything from Retirement to Pensions, Federal Employees, and Pizza on the Radio
3 Things To Know If You Have A Pension And $1 Million+ Saved
Joe Shares His Story And The Story Of Peak Retirement Planning
If You Have A Pension, Spend More Money In Retirement!
Everything You Need To Know About Income Planning With A Pension In Retirement
If You Have A Pension & $1 Million+ Saved, Watch Out For These Things In Retirement
Vanguard's 2025 Market Projections Might Surprise You...
If You Have A Pension, Plan For RMDs
DON'T Work With A Financial Advisor If This Is You
Pensions Affect EVERY Area Of Your Retirement (Five Pillars Of Pension Planning)
10 Reasons Why You Should NOT Pay 1% For An Advisor
Do You Need An Annuity If You Have A Pension?
3 Realities Of Retiring With A Pension
2025 Tax Planning Changes: Everything You Need to Know
Estate Planning Must-Knows For Those With Over $1 Million
55-70 With $1 Million+: What To Plan For In Retirement (Especially If You Have A Pension)
5 Tax Planning Strategies For Retirement
How To Break Up With Your Financial Advisor The Right Way
Here's Why Having An Estate Plan Is Important For All Retirees With $1 Million+
If You're 62 With Over $1 Million, Be Aware Of This
Don't Retire With A Pension Without Knowing These Things
If You're Retiring With $1 Million Or More, You NEED To Know This Strategy
Is Your Spouse Financially Okay If You Pass?
Should You Retire Early? Here are some things you should think about...
2024 End-of-Year Tax Planning | Don't Miss These Tax Planning Items Before the End of the Year
What's Going to Happen to the Tax Cuts & Jobs Act? (And Trump's Other Tax Proposals)
The BEST Savers Are The WORST Spenders In Retirement
4 Things To Know If You're Retiring With A Pension
Is Your Financial Planner As Specialized As You Need?
How Could The Election Impact Your Retirement? (The Answer Might Surprise You)
How Much Should You Roth Convert? (The Higher Your Income, The Trickier It Gets)
About To Retire? You Can Do These Things With An Old 401k
Why Is Retirement Planning So Prevalent Today For Those 55-70?
Pensions & Roth Conversions: What To Plan For In Retirement
5 Tax Planning Strategies For Retirement
Could YOU Be A Midwestern Millionaire? (Even Without Being From The Midwest)
Roth Conversions: Are They Worth It?
CFP® Talks the Current Market and Tips for Better Investing | Peak Retirement Planning
Permanent Life Insurance: Is It NECESSARY In Retirement?
3 Keys To Creating Income In Retirement
Only 25% of People Have a Roth IRA. Here's Why That Should Be Higher...
Generational Wealth Can Change the Lives of Your Kids and Grandkids
Do You Know Aunt IRMAA & Uncle Sam? This Is How They Can Impact Your Retirement
It's Okay To Spend Money In Retirement!
This Is What Taxes Will Look Like In 2026 (Unless Something Changes)
Are You Retiring with a Pension? You Have These Decisions to Make...
How to Plan for the Three Phases of Retirement
Joe Talks The 2024 Presidential Election and How It Could Impact Your Retirement
5 Types of People Roth Conversions Almost ALWAYS Make Sense For
If You Are 59.5, You Must Know This Strategy
If You're 55-59, Prepare for Retirement By Doing These Things... [Episode 70]
I Love and Hate Pensions [Episode 69]
CFP® Reacts to Trump Assassination Attempt | What If Trump Wins the Election? [Episode 68]
Are You A DIY Retirement Planner? Four Things You Need to Know [Episode 67]
I'm 60 Years Old With A Pension And $1 Million Saved. What's Next? [Episode 66]
Why You Should NOT Roth Convert Everything... [Episode 65]
If You Have $1-3 Million Or More, LISTEN TO THIS! [Episode 64]
Long-Term Care Insurance: Is It Right For You? [Episode 63]
Estate Planning Documents: Everything You Need To Know [Episode 62]
Why Your Kids Should Work With Your Financial Advisor [Episode 61]
Joe and Mindy Talk All Things Retirement Planning [Episode 60]
How Buckets Can Help You Pay Less Taxes On Your Investments [Episode 59]
Retiring at 59.5 Could Be The BEST Thing For You... [Episode 58]
One-Time Financial Plan vs. Ongoing Plan: What's The Difference? [Episode 57]
5 Reasons to Roth Convert If You Have A Pension [Episode 56]
THIS Shows How Devastating the Widow's Penalty Can Be [Episode 55]
Is It Enough To Work With A Fiduciary In Retirement Planning? [Episode 54]
Tax Planning is the KEY to Retirement Planning [Episode 53]
Joe Talks Midwestern Millionaires and Retirement on 610 WTVN [Episode 52]
Annuities: Everything You Need To Know [Episode 51]
The 2 MOST IMPORTANT Things to Plan for in Retirement [Episode 50]
Financial Advisors Say Some Crazy Stuff... [Episode 49]
If You're Retired With a High Net Worth, Be Aware of This! [Episode 48]
6 Reasons to NOT Get Retirement Planning Advice from Peers [Episode 47]
Joe Joins Mikaela Hunt on 610 WTVN [Episode 46]
Don't Follow Cookie Cutter Retirement Planning Advice [Episode 45]
Insurance-Only vs Fully Fiduciary Financial Advisor: What's the Difference? [Episode 44]
Why Do CPAs Not Talk Tax Planning? [Episode 43]
Do You NEED Life Insurance in Retirement?? [Episode 42]
Use THESE Strategies for Long-Term Care Costs in Retirement [Episode 41]
$700k Income Each Year and They STILL Had Credit Card Debt?? [Episode 40]
4 BEST Charitable Planning Strategies in Retirement [Episode 39]
A Second Opinion Could Go Farther Than You Think... [Episode 38]
This Trend Could MASSIVELY Impact Your Retirement... [Episode 37]
10 Reasons Why You SHOULD Roth Convert [Episode 36]
How Government Spending And Tax Changes Could Affect You [Episode 35]
Are Annuities Good or Bad? [Episode 34]
Best Ways to Pay Taxes When Doing A Roth Conversion [Episode 33]
What Federal Employees Need To Know About Retirement Planning [Episode 32]
5 Must-Read Books for Retirement [Episode 31]
What is a Medicaid Asset Protection Trust? [Episode 30]
How to Give Money to Christian Schools in Ohio FOR FREE!! [Episode 29]
Should You Work With An Older Or Younger Advisor? [Episode 28]
7 Reasons Why You Should NOT Work With A Financial Planner [Episode 27]
$1 Million in Tax-Deferred Investments? Watch This! [Episode 26]
How to Lower Your RMDs [Episode 25]
Is Your Financial Advisor Doing A Good Job For You? [Episode 24]
The Three Buckets of Tax Planning [Episode 23]
The Widow's Penalty and How to Plan For It [Episode 22]
Joe on the Radio Talking About 2024 Planning Items [Episode 20]
Everything You Need to Know About Social Security [Episode 19]
Will You Pay HIGHER Taxes in Retirement?? [Episode 18]
Tax Planning with Pensions [Episode 17]
How to Leave Your Current Financial Advisor Cordially [Episode 16]
Joe and His Parents Were On the Radio! [Episode 15]
7 Questions to Help You Find the Right Financial Advisor [Episode 14]
How to Have More Purpose With Your Wealth in Retirement [Episode 13]
Everything Retirees Need to Know About Tax Planning [Episode 12]
Do You Have a Plan or a Portfolio? [Episode 11]
What Estate Planning Documents Do You Need? [Episode 10]
4 Ways to Protect Your Wealth in Retirement [Episode 9]
Check THESE 10 Items Before the End of 2023 [Episode 8]
Joe Goes Live with Mindy and Boots Again [Episode 7]
3 Ways Financial Advisors Get Compensated [Episode 6]
6 Reasons Why Financial Advisors Do Not Talk Taxes [Episode 5]
"I Hate Taxes" Book Interview [Episode 4]
How to Face the Complexities of Retirement Today [Episode 3]
Joe Goes Live with Mindy and Boots [Episode 2]
The History of Peak Retirement Planning, Inc. [Episode 1]