{"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":"If Your Advisor Says THIS… They Don't Work With High-Net-Worth Investors (10 Red Flags)","slug":"if-your-advisor-says-this-they-don-t-work-with-high-net-worth-investors-10-red-flags","published_at":"2026-04-09T21:15:00+00:00","page_url":"https://stenobird.com/podcast/joe-knows-retirement-6734714/if-your-advisor-says-this-they-don-t-work-with-high-net-worth-investors-10-red-flags","show_page_url":"https://stenobird.com/podcast/joe-knows-retirement-6734714","url":"https://bec166f9-31e6-4dd1-b620-713dfb576ef5.libsyn.com/if-your-advisor-says-this-they-dont-work-with-high-net-worth-investors-10-red-flags","audio_url":"https://traffic.libsyn.com/secure/bec166f9-31e6-4dd1-b620-713dfb576ef5/podcast_Advisor_Say_This_Dont_Work_With_Them.mp3?dest-id=4148214","summary":"If your financial advisor is telling you certain things… it might be a HUGE red flag. In today's episode, Joe breaks down the exact phrases and strategies that expose advisors who don't actually work with high-net-worth clients. Because here's the truth: Most advisors focus on investment management and sales… NOT comprehensive retirement planning. And if you have a pension and $1M+ saved, that can cost you hundreds of thousands in taxes, missed strategies, and poor planning decisions. 🎥 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/personal-finance/is-your-financial-adviser-doing-a-good-job-for-you 📞 Schedule a call with our team: https://peakretirementplanning.com/schedule-a-meeting/","meta_description":"If your financial advisor is telling you certain things… it might be a HUGE red flag. In today's episode, Joe breaks down the exact phrases and strategies…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1228,"processing_state":"processed","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/joe-knows-retirement-6734714/episodes/if-your-advisor-says-this-they-don-t-work-with-high-net-worth-investors-10-red-flags/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/if-your-advisor-says-this-they-don-t-work-with-high-net-worth-investors-10-red-flags.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}