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

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

PublishesDailyEpisodes311Founded3 years ago
Number of ListenersCategories
InvestingBusiness

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Artwork for Joe Knows Retirement

Latest Episodes

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 million or more, you're in a unique financial position that requires more advanced p... more

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, Joe walks through 13 Roth conversion windows that could help you reduce taxes, l... more

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 noticed the same five concerns come up over and over again. They aren't worried abo... more

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. But if you have a pension, Social Security, and substantial savings, your portfol... more

Key Facts

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Hosts

Joe Knows Retirement
Host focused on retirement strategies, affiliated with Peak Retirement Planning Inc.
Joe Schmitz
Host of the show, retirement planning expert

Reviews

4.7 out of 5 stars from 62 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 States9 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 States9 months ago
  • Love this!

    Great content here, very in-depth and informative.

    Apple Podcasts
    5
    haley3636
    United States9 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 States9 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.

Listeners praise deep, practical retirement guidance and real-world examples.
Concise, informative episodes that explain complex planning concepts accessibly.
Joe offers actionable insights across taxes, investments, estate and healthcare—clear for a broad audience.
Some episodes are very pension-focused; a few listeners wish for broader topics beyond pensions.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

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?

This show targets retirees and high-net-worth savers who are focused on maximizing retirement security and tax efficiency. Episodes frequently center on pensions, Roth conversions, Social Security optimization, estate planning, and healthcare costs, with practical, action-oriented strategies tailored to people with substantial pensions or savings. A distinctive angle is the emphasis on bespoke, non-cookie-cutter planning for “2% club” clients—those with pensions who can pursue growth and tax efficiency while leveraging guaranteed income. Listeners are likely seeking clear guidance, real-world examples, and resources (books, planning services) to implement advanced retirement planning tactics.

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How many listeners does Joe Knows Retirement get?

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How many subscribers and views does Joe Knows Retirement have?

To see how many followers or subscribers Joe Knows Retirement has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to Joe Knows Retirement?

These podcasts share a similar audience with Joe Knows Retirement:

1. Retirement Answers
2. Stay Wealthy Retirement Podcast
3. Ready For Retirement
4. Retirement Starts Today
5. Big Picture Retirement®

How many episodes of Joe Knows Retirement are there?

Joe Knows Retirement launched 3 years ago and published 311 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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Where can I see ratings and reviews for Joe Knows Retirement?

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