Joe Knows Retirement

As we come to the end of 2023, it's important to look over your investments and make sure you're maximizing your growth and savings. That's why in this episode of Joe Knows Retirement, Joe shares ten investment and investment-related items you should review before the end of the year. From traditional and Roth IRA contributions to charity-related vehicles like donor advised funds, checking and max...

In this episode, Joe joins Mindy and Boots again to talk more about retirement and financial planning. During the interview, he goes into the benefits of a Roth IRA, shares about his new book "I Hate Taxes," and answers the question, "What's the best investment you can make?" Are you interested in applying to receive expert help in planning for your financial future? If so, you can apply at  https...

You may be surprised to hear that not all financial advisors are compensated in the same way. In this episode of Joe Knows Retirement, Joe discusses the three ways financial advisors can be compensated for their work and dives into the positives and negatives of each model. Whether your financial advisor is fee-only, fee-based, or commission-only, Joe talks about what you should look out for and w...

In this episode of Joe Knows Retirement, Joe answers the question of why so many financial advisors don't talk about taxes. He provides six reasons why advisors may avoid this topic, including it being a matter of competence, time, or even compensation. Are you interested in applying to receive expert help in planning for your financial future? If so, you can apply at  https://peakretirementplanni...

If there's one thing everyone in this country can agree on, it's that no one likes paying taxes. That doesn't mean taxes are bad; it just means that we don't want to tip Uncle Sam with our taxes in addition to the money we already give him in taxes. In this video, Joe talks about his new book "I Hate Taxes" and shares how you can learn to save as much in taxes as possible. You can get your own cop...

Are you worried when it comes to retirement? Do you ask yourself questions like, "When should I retire?", "Will I run out of money in retirement?", or "Will I be in a lower or higher tax bracket in retirement?" If so, then this episode is for you. In this episode of the "Joe Knows Retirement" podcast, Joe talks about the complexities of retirement and shares ways you can prepare so you can be less...

In this special episode, Joe goes live on-air with Mindy and Boots to talk retirement and financial planning. During the interview, he shares insight into social security, the age you can retire at, the national debt, and other topics that help you best prepare for retirement. Are you interested in applying to receive expert help in planning for your financial future? If so, you can apply at https...

Welcome to the first episode of the Joe Knows Podcast! In this episode, Joe shares about the history of Peak Retirement Planning, Inc. and the story of how the firm came to be what it is today. He provides insight into Peak's humble beginnings, shares about the influences that helped shape him on his journey, and talks about the team and mission at Peak Retirement Planning that have ultimately bro...