Bad Retirement Advice I've Seen (Real Client Story)

About this episode

Joe discusses a real client story highlighting bad retirement advice from another financial firm.

Most financial advisors sound great, but that doesn't mean they're actually giving you the right advice. In today's episode of Joe Knows Retirement, Joe breaks down a real client story where another firm made recommendations that raised serious concerns. From pushing products too early, to high fees, to lack of real tax planning, this is what you NEED to watch out for. 🎥 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/why-some-financial-planners-avoid-tax-planning 📞 Schedule a call with our team: https://peakretirementplanning.com/schedule-a-meeting/

People in this episode

Host: Joe Schmitz Jr.

Topics covered

• retirement advice
• financial planning
• client stories
• tax planning
• investment fees

Keywords

• retirement
• financial advisors
• high fees
• tax planning
• client story

Mentioned in this episode

Organizations: Kiplinger, Peak Retirement Planning

Products: 2% Club

More episodes of Joe Knows Retirement

• Why Your Future Net Worth Is MUCH Bigger Than You Think · April 25, 2026 · 17 min
• Do You ACTUALLY Have Enough? (The Truth for Pension + $1M Retirees) · April 23, 2026 · 21 min
• Widows, Be Aware of This BEFORE It's Too Late · April 21, 2026 · 14 min
• Stop Saving… Start Spending? The 4 Things You MUST Do With Your Money in Retirement · April 18, 2026 · 16 min
• If Your Advisor Isn't Doing THIS… You're Overpaying · April 16, 2026 · 18 min
• 4 Considerations If You Have a Pension · April 14, 2026 · 17 min