
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
More episodes of Joe Knows Retirement
- Bad Retirement Advice I've Seen (Real Client Story) · April 28, 2026 · 19 min
- Do You ACTUALLY Have Enough? (The Truth for Pension + $1M Retirees) · April 23, 2026 · 21 min
- Widows, Be Aware of This BEFORE It's Too Late · April 21, 2026 · 14 min
- Stop Saving… Start Spending? The 4 Things You MUST Do With Your Money in Retirement · April 18, 2026 · 16 min
- If Your Advisor Isn't Doing THIS… You're Overpaying · April 16, 2026 · 18 min
- 4 Considerations If You Have a Pension · April 14, 2026 · 17 min
Explore listener stats, chart rankings, contacts and more on the Joe Knows Retirement podcast page.