Joe Knows Retirement

Joe Knows Retirement provides specialized financial guidance for high-net-worth individuals approaching or in retirement, particularly those with significant savings and pensions. Host Joe offers actionable strategies on complex topics such as tax-efficient planning, investment management, income generation, healthcare financing, and estate strategies. The podcast uniquely targets the "2% Club" – retirees with over $1 million and a pension – offering expert insights to avoid common pitfalls and maximize retirement wealth. It's an essential resource for those seeking to navigate the intricacies of affluent retirement with confidence, often integrating insights from Joe's books and financial advisory services.