There are a lot of tax items to keep track of in retirement: investments, social security, pensions, RMDs, and more. In this episode of Joe Knows Retirement, Joe breaks down all the tax planning items you should be aware of and shares some strategies you can use to save as much in taxes as possible. 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 “I Hate Taxes”: https://keap.page/bsd964/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/

Do you know the difference between a financial plan and a financial portfolio? In this episode of Joe Knows Retirement, Joe explains how you may have a portfolio, but if you're in or near retirement, you should also consider creating a plan. This plan will help you navigate the financial complexities of retirement so you can spend less time worrying about your investments and more time doing the things you love. 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 “I Hate Taxes”: https://keap.page/bsd964/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/

In this episode of Joe Knows Retirement, Joe covers the important topic of end-of-life planning. Making sure you have all the proper estate planning documents in place before you pass can make a huge difference in easing the transfer of your wealth and simplifying things for your loved ones. From power of attorney to wills to trusts, Joe covers all the estate planning documents you need/should consider in 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 “I Hate Taxes”: https://keap.page/bsd964/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/

For many retirees and soon-to-be retirees, it's important to transition from an 'accumulation' mindset about wealth to a 'protection' mindset. That's why in this episode of Joe Knows Retirement, Joe shares four ways you can protect your wealth so you can feel more financially secure in retirement. From adjusting your investments to creating different plans, Joe knows how to help you protect your wealth. 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 “I Hate Taxes”: https://keap.page/bsd964/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/

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 maximizing these investments could significantly help your savings and earnings in 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 “I Hate Taxes”: https://keap.page/bsd964/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/

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://peakretirementplanning.com/schedule-a-meeting/  🎥 Subscribe to our YouTube channel: https://bit.ly/430T9Lv 📚Get a FREE copy of Joe’s book “I Hate Taxes”: https://keap.page/bsd964/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/

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 what you should expect when working with 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 “I Hate Taxes”: https://keap.page/bsd964/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/

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://peakretirementplanning.com/schedule-a-meeting/  🎥 Subscribe to our YouTube channel: https://bit.ly/430T9Lv 📚Get a FREE copy of Joe’s book “I Hate Taxes”: https://keap.page/bsd964/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/

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 copy of "I Hate Taxes" for free by applying here: https://keap.page/bsd964/toolkit-youtube.html  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 “I Hate Taxes”: https://keap.page/bsd964/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/

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 nervous and more confident when looking towards your financial future. 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 “I Hate Taxes”: https://keap.page/bsd964/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/

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://peakretirementplanning.com/schedule-a-meeting/  🎥 Subscribe to our YouTube channel: https://bit.ly/430T9Lv 📚Get a FREE copy of Joe’s book “I Hate Taxes”: https://keap.page/bsd964/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/

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 brought his vision to life. 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 “I Hate Taxes”: https://keap.page/bsd964/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/