Insights from recent episode analysis
Audience Interest
Podcast Focus
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Insights are generated by CastFox AI using publicly available data, episode content, and proprietary models.
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Total monthly reach
Estimated from 2 chart positions in 2 markets.
By chart position
- 🇺🇸US · Investing#1775K to 30K
- 🇸🇪SE · Investing#9210K to 30K
- Per-Episode Audience
Est. listeners per new episode within ~30 days
4.5K to 18K🎙 Daily cadence·265 episodes·Last published 2d ago - Monthly Reach
Unique listeners across all episodes (30 days)
15K to 60K🇺🇸50%🇸🇪50% - Active Followers
Loyal subscribers who consistently listen
6K to 24K
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* Data sourced directly from platform APIs and aggregated hourly across all major podcast directories.
On the show
From 10 epsHosts
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Recent episodes
Most Pension Retirees Miss These Opportunities
May 30, 2026
Unknown duration
The 5 WORST Things About Retirement
May 28, 2026
Unknown duration
The Retirement Tax Trap NO One Warns High Net Worth Investors About
May 26, 2026
Unknown duration
I'm 60 With $1M + A Pension… Can I REALLY Retire?
May 23, 2026
Unknown duration
7 Questions to Ask Before Roth Converting
May 21, 2026
Unknown duration
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 5/30/26 | Most Pension Retirees Miss These Opportunities | If you have a pension and $1M+ saved, your retirement planning is completely different… and one wrong move could cost you six figures. In this video, Joe breaks down the 7 critical strategies every pension holder needs to understand to avoid overpaying taxes, maximize income, and protect their spouse and legacy. Most retirees don't realize that having a pension can actually push them into higher taxes, higher Medicare costs, and forced withdrawals later on. But with the right plan, you can turn this into a massive advantage. 🎥 Subscribe to our YouTube channel: https://bit.ly/430T9Lv 📚Get a FREE copy of Joe's book "2% Club": https://keap.page/bsd964/2-percent-toolkit-podcast.html 🟥 Read our latest article featured in Kiplinger: https://www.kiplinger.com/retirement/reasons-roth-conversions-and-pensions-work-well-together 📞 Schedule a call with our team: https://peakretirementplanning.com/schedule-a-meeting/ | — | ||||||
| 5/28/26 | The 5 WORST Things About Retirement | If you're retiring with a pension and $1M+ saved, retirement isn't all sunshine and rainbows. In today's video, Joe breaks down the 5 worst things about retirement that we see from real clients every day. These are the hidden risks that can quietly cost you thousands in taxes, healthcare, and missed opportunities if you don't plan ahead. 🎥 Subscribe to our YouTube channel: https://bit.ly/430T9Lv 📚Get a FREE copy of Joe's book "2% Club": https://keap.page/bsd964/2-percent-toolkit-podcast.html 🟥 Read our latest article featured in Kiplinger: https://www.kiplinger.com/retirement/if-not-long-term-care-insurance-then-what 📞 Schedule a call with our team: https://peakretirementplanning.com/schedule-a-meeting/ | — | ||||||
| 5/26/26 | The Retirement Tax Trap NO One Warns High Net Worth Investors About | If you have a pension and over $1M saved, your retirement taxes could be MUCH higher than you expect. Most people are told they will be in a lower tax bracket in retirement, but for high earners and diligent savers, that is often completely wrong. In this video, Joe breaks down the biggest retirement tax traps and what you can do NOW to avoid overpaying the IRS later. 🎥 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-podcast.html 🟥 Read our latest article featured in Kiplinger: https://www.kiplinger.com/taxes/tax-planning/who-hates-taxes-the-best-time-to-plan-for-taxes-is-now 📞 Schedule a call with our team: https://peakretirementplanning.com/schedule-a-meeting/ | — | ||||||
| 5/23/26 | I'm 60 With $1M + A Pension… Can I REALLY Retire? | If you're 60 years old with $1 million saved and a pension, are you actually ready to retire? In this video, Joe breaks down a real scenario and shows you exactly how retirement could work in your favor or completely fall apart depending on ONE key factor. Most people think $1M is enough, but they miss the bigger picture. 🎥 Subscribe to our YouTube channel: https://bit.ly/430T9Lv 📚Get a FREE copy of Joe's book "2% Club": https://keap.page/bsd964/2-percent-toolkit-podcast.html 🟥 Read our latest article featured in Kiplinger: https://www.kiplinger.com/taxes/tax-planning/what-being-in-the-2-percent-club-means-for-your-retirement 📞 Schedule a call with our team: https://peakretirementplanning.com/schedule-a-meeting/ | — | ||||||
| 5/21/26 | 7 Questions to Ask Before Roth Converting | If you have a pension and $1M+ saved, a Roth conversion could be one of the biggest financial decisions of your retirement, but most people do it WRONG. In this video, Joe breaks down the 7 critical questions you MUST ask before doing a Roth conversion so you don't overpay in taxes or miss massive opportunities. Most retirees assume they'll be in a lower tax bracket, but for Midwestern Millionaires with pensions, that's rarely the case. Between Social Security, RMDs, and pensions, your taxes could actually go UP in retirement. 🎥 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-podcast.html 🟥 Read our latest article featured in Kiplinger: https://www.kiplinger.com/retirement/reasons-roth-conversions-and-pensions-work-well-together 📞 Schedule a call with our team: https://peakretirementplanning.com/schedule-a-meeting/ | — | ||||||
| 5/19/26 | 10 Retirement Questions You MUST Answer Before It's Too Late | If you're nearing retirement or already there, these are the 10 biggest questions you NEED to answer before it's too late. In this episode, Joe breaks down the exact concerns we hear from thousands of retirees, especially those with a pension and $1M+ saved. From when to retire, to how much you can safely spend, to tax strategies that could save you thousands, this is the roadmap most people wish they had sooner. 🎥 Subscribe to our YouTube channel: https://bit.ly/430T9Lv 📚Get a FREE copy of Joe's book "2% Club": https://keap.page/bsd964/2-percent-toolkit-podcast.html 🟥 Read our latest article featured in Kiplinger: https://www.kiplinger.com/retirement/happy-retirement/spend-your-retirement-nest-egg-and-drop-the-guilt 📞 Schedule a call with our team: https://peakretirementplanning.com/schedule-a-meeting/ | — | ||||||
| 5/16/26 | Are You Spending Enough Money in Retirement? | Are you the best saver but the worst spender in retirement? If you've built up $1M+ and have a pension, you might be what we call a "Midwestern Millionaire," those who are hardworking, frugal, and struggle to enjoy their money. In this video, Joe breaks down the real reason retirees hesitate to spend and how to fix it before it's too late. 🎥 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-podcast.html 🟥 Read our latest article featured in Kiplinger: https://www.kiplinger.com/retirement/happy-retirement/spend-your-retirement-nest-egg-and-drop-the-guilt 📞 Schedule a call with our team: https://peakretirementplanning.com/schedule-a-meeting/ | — | ||||||
| 5/14/26 | Pension Jail Is REAL… But Walking Away Could Cost You $1M+ | Are you stuck in "pension jail"… or sitting on a million-dollar opportunity? In today's video, Joe breaks down a real-life case study of someone facing one of the hardest retirement decisions out there: Walk away now and enjoy life, or stay for a massive pension boost. 🎥 Subscribe to our YouTube channel: https://bit.ly/430T9Lv 📚Get a FREE copy of Joe's book "2% Club": https://keap.page/bsd964/2-percent-toolkit-podcast.html 🟥 Read our latest article featured in Kiplinger: https://www.kiplinger.com/retirement/retirement-planning/are-you-being-tax-smart-about-your-pension 📞 Schedule a call with our team: https://peakretirementplanning.com/schedule-a-meeting/ | — | ||||||
| 5/12/26 | 10 Tax Planning Considerations For Those With Pensions | If you're nearing retirement or already there, these are the 10 biggest questions you NEED to answer before it's too late. In this episode, Joe breaks down the exact concerns we hear from thousands of retirees, especially those with a pension and $1M+ saved. From when to retire, to how much you can safely spend, to tax strategies that could save you thousands, this is the roadmap most people wish they had sooner. 🎥 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-podcast.html 🟥 Read our latest article featured in Kiplinger: https://www.kiplinger.com/taxes/tax-planning/reducing-lifetime-taxes-for-retirees-in-two-percent-club 📞 Schedule a call with our team: https://peakretirementplanning.com/schedule-a-meeting/ | — | ||||||
| 5/9/26 | Wealthy Retirees ALL Regret These 5 Mistakes… Don't Be One of Them | Most retirees think they're doing everything right… until it's too late. After working with thousands of people in their 60s with pensions and $1M+ saved, we consistently hear the SAME 5 regrets over and over again. In this video, Joe breaks down the biggest retirement mistakes wealthy retirees wish they could undo and how YOU can avoid them while there's still time. 🎥 Subscribe to our YouTube channel: https://bit.ly/430T9Lv 📚Get a FREE copy of Joe's book "2% Club": https://keap.page/bsd964/2-percent-toolkit-podcast.html 🟥 Read our latest article featured in Kiplinger: https://www.kiplinger.com/retirement/happy-retirement/spend-your-retirement-nest-egg-and-drop-the-guilt 📞 Schedule a call with our team: https://peakretirementplanning.com/schedule-a-meeting/ | — | ||||||
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| 5/7/26 | How to Maximize Your Pension and Social Security Income | When should you take Social Security if you have a pension and solid savings? The answer is not as simple as you think. In this video, Joe breaks down the 3 biggest factors that determine the best time to take Social Security so you don't leave thousands on the table. If you're a diligent saver with a pension, your strategy is completely different than most retirees. 🎥 Subscribe to our YouTube channel: https://bit.ly/430T9Lv 📚Get a FREE copy of Joe's book "2% Club": https://keap.page/bsd964/2-percent-toolkit-podcast.html 🟥 Read our latest article featured in Kiplinger: https://www.kiplinger.com/retirement/social-security-benefits-when-you-should-start-depends 📞 Schedule a call with our team: https://peakretirementplanning.com/schedule-a-meeting/ | — | ||||||
| 5/5/26 | The $1M Tax Savings Lie… What Roth Conversions ACTUALLY Do | Everyone wants to save $1 million in taxes… but what if that's not the full story? In today's episode, Joe breaks down one of the biggest myths in retirement planning and shows you what Roth conversions really do for your wealth. 🎥 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-podcast.html 🟥 Read our latest article featured in Kiplinger: https://www.kiplinger.com/retirement/reasons-roth-conversions-and-pensions-work-well-together 📞 Schedule a call with our team: https://peakretirementplanning.com/schedule-a-meeting/ | — | ||||||
| 5/2/26 | FAQs You NEED to Know Before Hiring a Financial Planning Team | If you've worked 30 to 40 years, built a pension, and saved $1M+, you're in a rare position, but also a risky one if you choose the wrong advisor. In this video, Joe breaks down the most important questions you MUST ask before trusting a financial advisor. These are the exact questions high-net-worth retirees and Midwestern Millionaires use to avoid costly mistakes. 🎥 Subscribe to our YouTube channel: https://bit.ly/430T9Lv 📚Get a FREE copy of Joe's book "Peak Retirement Planning": https://keap.page/bsd964/5-pillars-toolkit-podcast.html 🟥 Read our latest article featured in Kiplinger: https://www.kiplinger.com/retirement/hire-a-financial-planning-firm-questions-to-ask 📞 Schedule a call with our team: https://peakretirementplanning.com/schedule-a-meeting/ | — | ||||||
| 4/30/26 | These 3 Pension Pillars Can Make or Break Your Retirement | If you have a pension and $1M+ saved, your retirement planning is completely different than most people. In this video, Joe breaks down the 3 key pillars of pension planning that high-income retirees MUST get right to avoid costly mistakes. From hidden tax traps to investment missteps and estate planning gaps, these strategies could save you hundreds of thousands of dollars over your lifetime. 🎥 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-podcast.html 🟥 Read our latest article featured in Kiplinger: https://www.kiplinger.com/retirement/retirement-planning/are-you-being-tax-smart-about-your-pension 📞 Schedule a call with our team: https://peakretirementplanning.com/schedule-a-meeting/ | — | ||||||
| 4/28/26 | Bad Retirement Advice I've Seen (Real Client Story)✨ | retirement advicefinancial planning+3 | — | 2% ClubKiplinger+1 | — | retirementfinancial advisors+3 | — | 19m 07s | |
| 4/25/26 | Why Your Future Net Worth Is MUCH Bigger Than You Think✨ | retirement planningnet worth+3 | — | Midwestern MillionaireKiplinger+1 | — | retirementnet worth+3 | — | 17m 06s | |
| 4/23/26 | Do You ACTUALLY Have Enough? (The Truth for Pension + $1M Retirees)✨ | pension planningretirement strategies+3 | — | 2% ClubKiplinger+1 | — | retirementpension+3 | — | 20m 56s | |
| 4/21/26 | Widows, Be Aware of This BEFORE It's Too Late✨ | retirement planningfinancial decisions+3 | — | I Hate TaxesKiplinger+1 | — | widowsretirement+3 | — | 13m 53s | |
| 4/18/26 | Stop Saving… Start Spending? The 4 Things You MUST Do With Your Money in Retirement✨ | retirement planningspending in retirement+3 | — | Midwestern MillionaireKiplinger+1 | — | retirementspending+5 | — | 16m 24s | |
| 4/16/26 | If Your Advisor Isn't Doing THIS… You're Overpaying✨ | tax planningretirement strategies+3 | — | 2% ClubKiplinger+1 | — | tax planningretirement+4 | — | 18m 06s | |
| 4/14/26 | 4 Considerations If You Have a Pension✨ | pension considerationsretirement planning+3 | — | 2% ClubKiplinger+1 | — | pensionretirement+5 | — | 17m 13s | |
| 4/9/26 | If Your Advisor Says THIS… They Don't Work With High-Net-Worth Investors (10 Red Flags)✨ | financial advisinghigh-net-worth clients+3 | — | 2% ClubKiplinger+1 | — | financial advisorred flags+4 | — | 20m 28s | |
| 4/7/26 | 80% of Retirees Pay $0 in Federal Income Taxes… Here's Why You Won't✨ | retirement taxesfederal income tax+3 | — | I Hate TaxesKiplinger+1 | — | retirementfederal taxes+4 | — | 16m 26s | |
| 4/4/26 | Income Planning With a Pension. Should You Be Concerned About Market Volatility?✨ | income planningpension+3 | — | 2% ClubKiplinger | Midwestern | income planningpension+5 | — | 17m 31s | |
| 4/2/26 | Pension and Social Security?… Here's What Most Miss | If you have a pension, there's a high chance up to 85% of your Social Security could be taxable… and most retirees don't see this coming. If you're a diligent saver with a pension and $1M+ saved, this is one of the biggest tax traps you need to understand before retirement. 🎥 Subscribe to our YouTube channel: https://bit.ly/430T9Lv 📚Get a FREE copy of Joe's book "2% Club": https://keap.page/bsd964/2-percent-toolkit-podcast.html 🟥 Read our latest article featured in Kiplinger: https://www.kiplinger.com/retirement/will-you-pay-taxes-on-your-social-security-benefits 📞 Schedule a call with our team: https://peakretirementplanning.com/schedule-a-meeting/ | — | ||||||
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Chart Positions
2 placements across 2 markets.
Chart Positions
2 placements across 2 markets.