
If you're retiring with a pension and around $2 million or more saved, you're in a great position. But having enough money doesn't mean your retirement plan is finished. In this case study, Joe breaks down a couple preparing to retire with a strong pension, substantial savings, and plenty of opportunities to make the most of the retirement they've worked so hard to build. 🎥 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/taxes/tax-planning/how-pensions-affects-taxes-in-retirement 📞 Schedule a call with our team: https://peakretirementplanning.com/schedule-a-meeting/
Podzilla Summary coming soon
Sign up to get notified when the full AI-powered summary is ready.
Free forever for up to 3 podcasts. No credit card required.

If You Have $3 Million Saved, Pay Attention to This

Why Tax Planning Is The Center Of Retirement Planning

5 Ways to Protect Your Investments in Retirement with a Pension

Have $100K+ Sitting in the Bank? Do THIS Instead
Free AI-powered recaps of Joe Knows Retirement and your other favorite podcasts, delivered to your inbox.
Free forever for up to 3 podcasts. No credit card required.