• 3 Things To Know If You Have A Pension And $1 Million+ Saved

  • 2025/02/10
  • 再生時間： 19 分
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3 Things To Know If You Have A Pension And $1 Million+ Saved

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  • If you're retiring with a pension and $1 million or more saved, you're in a unique situation. In this episode of Joe Knows Retirement, Joe shares three things you need to be aware of and plan for if you find yourself in this 2% of the population. From saving money in taxes to making sure your money has purpose in retirement, Joe talks about it in this episode.

    Are you interested in applying to receive expert help in planning for your financial future? If so, you can apply at https://peakretirementplanning.com/schedule-a-meeting/

    🎥 Subscribe to our YouTube channel: https://bit.ly/430T9Lv

    📚Get a FREE copy of Joe’s book “I Hate Taxes”: https://keap.page/bsd964/toolkit-youtube.html

    🟥 Read our latest article featured in Kiplinger: https://www.kiplinger.com/retirement/will-you-pay-higher-taxes-in-retirement

    📞 Apply to talk with us: https://peakretirementplanning.com/schedule-a-meeting/
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あらすじ・解説

If you're retiring with a pension and $1 million or more saved, you're in a unique situation. In this episode of Joe Knows Retirement, Joe shares three things you need to be aware of and plan for if you find yourself in this 2% of the population. From saving money in taxes to making sure your money has purpose in retirement, Joe talks about it in this episode.

Are you interested in applying to receive expert help in planning for your financial future? If so, you can apply at https://peakretirementplanning.com/schedule-a-meeting/

🎥 Subscribe to our YouTube channel: https://bit.ly/430T9Lv

📚Get a FREE copy of Joe’s book “I Hate Taxes”: https://keap.page/bsd964/toolkit-youtube.html

🟥 Read our latest article featured in Kiplinger: https://www.kiplinger.com/retirement/will-you-pay-higher-taxes-in-retirement

📞 Apply to talk with us: https://peakretirementplanning.com/schedule-a-meeting/
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