# If Your Advisor Isn't Doing THIS… You're Overpaying

Page: https://stenobird.com/podcast/joe-knows-retirement-6734714/if-your-advisor-isn-t-doing-this-you-re-overpaying
Text version: https://stenobird.com/podcast/joe-knows-retirement-6734714/if-your-advisor-isn-t-doing-this-you-re-overpaying.md
Podcast: [Joe Knows Retirement](https://stenobird.com/podcast/joe-knows-retirement-6734714)
Published: 2026-04-16T21:15:00+00:00
Episode link: https://bec166f9-31e6-4dd1-b620-713dfb576ef5.libsyn.com/if-your-advisor-isnt-doing-this-youre-overpaying
Audio file: https://traffic.libsyn.com/secure/bec166f9-31e6-4dd1-b620-713dfb576ef5/podcast_advisor_team_do_tax_planning_and_prep.mp3?dest-id=4148214
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Duration seconds: 1086

## Resource

If your advisor isn't doing tax planning AND tax prep… you may be leaving thousands on the table. In today's episode of Joe Knows Retirement, Joe breaks down why most advisors don't offer full-service planning and what that means for YOU. Too many retirees are paying a 1% fee for investment management only… while missing out on tax strategies, Roth conversions, and coordinated planning that could dramatically improve their 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/why-some-financial-planners-avoid-tax-planning 📞 Schedule a call with our team: https://peakretirementplanning.com/schedule-a-meeting/

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## Transcript

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