Do You ACTUALLY Have Enough? (The Truth for Pension + $1M Retirees)
About this episode
Joe discusses how retirees with a pension and $1M+ saved should approach their financial planning.
If you have a pension and $1M+ saved, you might be asking the wrong question… It's not "Do I have enough?" It's "What should I do with all of it?" In today's episode, Joe breaks down exactly how to run your numbers, what your pension is really worth, and why most retirees in this position end up with MORE money than they ever expected. He'll also cover key strategies around tax planning, Roth conversions, and how to actually enjoy your retirement without regret. 🎥 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/comfortable-retirement-how-much-do-you-need 📞 Schedule a call with our team: https://peakretirementplanning.com/schedule-a-meeting/
More episodes of Joe Knows Retirement
- Bad Retirement Advice I've Seen (Real Client Story)
- Why Your Future Net Worth Is MUCH Bigger Than You Think
- Widows, Be Aware of This BEFORE It's Too Late
- Stop Saving… Start Spending? The 4 Things You MUST Do With Your Money in Retirement
- If Your Advisor Isn't Doing THIS… You're Overpaying
- 4 Considerations If You Have a Pension
Explore listener stats, chart rankings, contacts and more on the Joe Knows Retirement podcast page.