Rephonic
Artwork for Joe Knows Retirement
Retirement Planning
Social Security
Tax Planning
Pension
Roth Conversions
Pensions
Roth Conversion
Taxes
Medicare
Estate Planning
Financial Freedom
Roth IRA
Financial Planning
Required Minimum Distributions
Investment Management
Midwestern Millionaires
Midwestern Millionaire
Income Planning
Financial Advisors
Widow's Penalty

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

PublishesDailyEpisodes270Founded2 years ago
Number of ListenersCategories
BusinessInvesting

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Artwork for Joe Knows Retirement

Latest Episodes

If you have a pension and $1 million saved, you might be sitting on far more wealth than you realize. In this video, Joe breaks down why many retirees in this situation end up with way more money than they ever expected and more importantly, why that... more

If you have a pension and $1M+ saved, you might be asking the wrong question… It's not "Do I have enough?" It's "What should I do with all of it?" In today's episode, Joe breaks down exactly how to run your numbers, what your pension is really worth,... more

If you're a widow or planning ahead for your spouse, this is one of the most important retirement videos you'll watch. There are 4 shocking stats that most people don't realize until it's too late, and they can cost you thousands in taxes, lost incom... more

If you've saved $1M+ and still struggle to spend… this video is for you. Most retirees we work with are what we call "Midwestern Millionaires:" hardworking, disciplined savers who did everything right, but now can't enjoy their money. And that leads ... more

Key Facts

Contact Information
Podcast Host
Number of Listeners
Find out how many people listen to this podcast per episode and each month.

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Host

Joe Schmitz
Joe Schmitz is the CEO and founder of Peak Retirement Planning, specializing in strategies for individuals approaching retirement. He offers insights on tax planning, investments, and estate planning, reflecting a wealth of experience in retirement strategies.

Reviews

4.9 out of 5 stars from 53 ratings
  • Joe Definitely Knows

    Joe offers insights and actionable takeaways for tax planning, investments, income, estate and healthcare all under one roof! And better yet it’s at a level anyone can understand!

    Apple Podcasts
    5
    Sarah-Schweet
    United States5 months ago
  • Joe Knows Retirement offers practical insight every retiree needs

    Joe’s podcasts are the perfect mix of informative, yet concise. He explains his points at a level that makes it understandable to any listener.

    Apple Podcasts
    5
    ERayer4
    United States5 months ago
  • Love this!

    Great content here, very in-depth and informative.

    Apple Podcasts
    5
    haley3636
    United States5 months ago
  • From a fellow Midwestern Millionaire - Great Podcast!

    Educational Podcast for those with $1m+ saved and in or near retirement. Lots of great tips on tax planning. I like Joe’s term “Midwestern Millionaire”, that’s me!

    Apple Podcasts
    5
    John.1960.1
    United States5 months ago
  • Stop talking about pension!

    Stop talking about pension! Not everyone has pension

    Apple Podcasts
    1
    terence_ip
    United Statesa year ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

There are concerns among some listeners about overly specific focuses, such as pensions, which may not apply to everyone.
Many commend Joe Schmitz for making complex financial topics accessible and understandable.
Listeners appreciate the actionable retirement strategies and tax planning insights shared in episodes.

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Talking Points

Recent interactions between the hosts and their guests.

Lump Sum Pension: 5 Questions You Can't Afford to Ignore
Q: What are the five critical questions to consider when deciding on a pension type?
The five questions are about the replacement of income, income need, longevity, tax planning, and legacy goals. Each factor helps individuals assess whether a lump sum or a monthly pension is better suited to their situation.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About Joe Knows Retirement

What is Joe Knows Retirement about and what kind of topics does it cover?

The discussion focuses on effective strategies for retirement planning, particularly emphasizing the financial complexities faced by retirees, especially those with pensions. Topics often include tax management, investment options, and specific challenges related to Social Security, communications with financial advisors, and comprehensive estate planning. The host frequently addresses the unique needs of high-net-worth individuals and offers actionable insights tailored for 'Midwestern Millionaires,' a term referring to individuals with substantial retirement savings. Episodes discuss common mistakes in retirement planning, such as tax traps and lack of diversification, and encourage listeners to take proactive steps in financial planning ... more

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Which podcasts are similar to Joe Knows Retirement?

These podcasts share a similar audience with Joe Knows Retirement:

1. Retirement Answers
2. Retirement Starts Today
3. Ready For Retirement
4. Big Picture Retirement®
5. Retirement Answer Man

How many episodes of Joe Knows Retirement are there?

Joe Knows Retirement launched 2 years ago and published 270 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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