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Joe Knows Retirement

Joe Knows Retirement

著者: Joe Schmitz Jr. CFP® ChFC® CKA®
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Welcome to the Joe Knows Retirement Podcast! Where Joe will take you through strategies to make the most of your retirement.2023 個人ファイナンス 経済学
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  • How To Find A Financial Planning Team Who Shares Your Christian Values (Certified Kingdom Advisor®)
    2025/06/24

    If you're a Christian and it's important for you to incorporate your faith into your financial planning, then it could be a great idea to work with a Certified Kingdom Advisor® (CKA®). In this episode of Joe Knows Retirement, Joe explains what a CKA®, what it takes to earn the CKA® credential, and how a CKA® can help you as you purposefully plan your retirement.

    Are you interested in applying to receive expert help in planning for your financial future? If so, you can apply at https://peakretirementplanning.com/schedule-a-meeting/

    🎥 Subscribe to our YouTube channel: https://bit.ly/430T9Lv

    📚Get a FREE copy of Joe’s book “Midwestern Millionaire”: https://keap.page/bsd964/midwestern-millionaire-toolkit-youtube.html

    🟥 Read our latest article featured in Kiplinger: https://www.kiplinger.com/retirement/will-you-pay-higher-taxes-in-retirement

    📞 Apply to talk with us: https://peakretirementplanning.com/schedule-a-meeting/

    続きを読む 一部表示
    17 分
  • 7 Financial Fears Midwestern Millionaires Won’t Say Out Loud
    2025/06/21

    If you're a Midwestern Millionaire, you might face unique challenges in retirement, but as Joe discusses in this episode of Joe Knows Retirement, they shouldn't be as scary as they seem. From the fear of running out of money to the fear of overpaying in taxes, Joe addresses these fears and shares how to plan for them.

    Are you interested in applying to receive expert help in planning for your financial future? If so, you can apply at https://peakretirementplanning.com/schedule-a-meeting/

    🎥 Subscribe to our YouTube channel: https://bit.ly/430T9Lv

    📚Get a FREE copy of Joe’s book “Midwestern Millionaire”: https://keap.page/bsd964/midwestern-millionaire-toolkit-youtube.html

    🟥 Read our latest article featured in Kiplinger: https://www.kiplinger.com/retirement/will-you-pay-higher-taxes-in-retirement

    📞 Apply to talk with us: https://peakretirementplanning.com/schedule-a-meeting/

    続きを読む 一部表示
    13 分
  • Retiring With a Pension in 2025: What You Need To Know
    2025/06/20

    If you're retiring with a pension and $1 million or more saved in 2025, your planning needs to be as unique as your financial situation. In this episode of Joe Knows Retirement, Joe talks about the different areas of consideration for retiring with a pension, and shares strategies you can take advantage of to save money in retirement. From tax planning to purpose planning, Joe talks about it in this episode.

    Are you interested in applying to receive expert help in planning for your financial future? If so, you can apply at https://peakretirementplanning.com/schedule-a-meeting/

    🎥 Subscribe to our YouTube channel: https://bit.ly/430T9Lv

    📚Get a FREE copy of Joe’s book “Midwestern Millionaire”: https://keap.page/bsd964/midwestern-millionaire-toolkit-youtube.html

    🟥 Read our latest article featured in Kiplinger: https://www.kiplinger.com/retirement/will-you-pay-higher-taxes-in-retirement

    📞 Apply to talk with us: https://peakretirementplanning.com/schedule-a-meeting/

    続きを読む 一部表示
    17 分

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