Why Your Future Net Worth Is MUCH Bigger Than You Think

Why Your Future Net Worth Is MUCH Bigger Than You Think

From Joe Knows Retirement by Joe Schmitz Jr., CFP® ChFC® CKA®

April 25, 2026 · 17 min · Season 1 · Episode 270

About this episode

Joe discusses how retirees with a pension and $1 million saved may have more wealth than they realize and the potential issues that can arise from it.

If you have a pension and $1 million saved, you might be sitting on far more wealth than you realize. In this video, Joe breaks down why many retirees in this situation end up with way more money than they ever expected and more importantly, why that can actually become a problem. 🎥 Subscribe to our YouTube channel: https://bit.ly/430T9Lv 📚Get a FREE copy of Joe's book "Midwestern Millionaire": https://keap.page/bsd964/midwestern-millionaire-toolkit-podcast.html 🟥 Read our latest article featured in Kiplinger: https://www.kiplinger.com/retirement/happy-retirement/spend-your-retirement-nest-egg-and-drop-the-guilt 📞 Schedule a call with our team: https://peakretirementplanning.com/schedule-a-meeting/

People in this episode

Host: Joe Schmitz Jr.

Topics covered

  • retirement planning
  • net worth
  • wealth management
  • pensions
  • financial expectations

Keywords

  • retirement
  • net worth
  • wealth
  • pension
  • financial planning

Mentioned in this episode

Organizations: Kiplinger, Peak Retirement Planning

Products: Midwestern Millionaire

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