Joe Knows Retirement
Joe Knows Retirement
Joe Schmitz Jr., CFP® ChFC® CKA®
Don't Retire Until You Answer These 5 Questions First
17 minutes Posted Jun 25, 2026 at 9:15 pm.
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17:32
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Show notes

Retirement is one of the biggest decisions you'll ever make. Before you hand in your retirement notice, make sure you've answered these 5 critical questions that could determine whether your retirement is a success or a regret. In this episode, Joe breaks down the exact retirement planning questions we walk through with clients before they retire. From creating a reliable income plan to reducing taxes, avoiding pension mistakes, protecting your legacy, and preparing for healthcare costs, these are the conversations every retiree should have.

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