4 Considerations If You Have a Pension

About this episode

Joe discusses four key considerations for individuals with pensions and significant savings to enhance their retirement planning.

If you have a pension and have saved $1 million or more, your retirement is very different than most people… and most advice out there simply doesn't apply to you. In today's episode, Joe breaks down the 4 biggest retirement considerations for those with pensions so you can avoid costly mistakes and make smarter decisions with your life savings. 🎥 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/retirement-planning/are-you-being-tax-smart-about-your-pension 📞 Schedule a call with our team: https://peakretirementplanning.com/schedule-a-meeting/

People in this episode

Host: Joe Schmitz Jr., CFP® ChFC® CKA®

Topics covered

• pension considerations
• retirement planning
• financial advice
• investment strategies
• costly mistakes

Keywords

• pension
• retirement
• financial planning
• investment
• savings
• costly mistakes
• financial advice

Mentioned in this episode

Organizations: Kiplinger, Peak Retirement Planning

Products: 2% Club

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