{"podcast":{"title":"Joe Knows Retirement","slug":"joe-knows-retirement-6734714","podcast_index_feed_id":6734714,"rss_url":"https://feeds.libsyn.com/486534/rss","website_url":"https://sites.libsyn.com/486534","image_url":"https://static.libsyn.com/p/assets/9/2/a/7/92a7342a46e80c38e5bbc093207a2619/Peak_Retirement_Planning-Joe_Schmitz_Podcast_Logo_with_Headshot_NP_10.12.23-20231030-7hpxuz1evy.png","author":"Joe Schmitz Jr., CFP® ChFC® CKA®","episode_count":297,"summary":"Welcome to the Joe Knows Retirement Podcast! Where Joe will take you through strategies to make the most of your retirement.","last_synced_at":"2026-06-28T14:20:38.205013+00:00","page_url":"https://stenobird.com/podcast/joe-knows-retirement-6734714"},"episode":{"title":"7 Questions to Ask Before Roth Converting","slug":"7-questions-to-ask-before-roth-converting","published_at":"2026-05-21T21:15:00+00:00","page_url":"https://stenobird.com/podcast/joe-knows-retirement-6734714/7-questions-to-ask-before-roth-converting","show_page_url":"https://stenobird.com/podcast/joe-knows-retirement-6734714","url":"https://bec166f9-31e6-4dd1-b620-713dfb576ef5.libsyn.com/7-questions-to-ask-before-roth-converting","audio_url":"https://traffic.libsyn.com/secure/bec166f9-31e6-4dd1-b620-713dfb576ef5/podcast_7_Q_to_Ask_Before_Roth_Conv.mp3?dest-id=4148214","summary":"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/","meta_description":"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. I…","key_points":[],"chapters":[],"topics":[],"duration_seconds":927,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/joe-knows-retirement-6734714/episodes/7-questions-to-ask-before-roth-converting/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/joe-knows-retirement-6734714/7-questions-to-ask-before-roth-converting.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}