• If You Have A Pension & $1 Million+ Saved, Watch Out For These Things In Retirement

  • 2025/01/28
  • 再生時間： 21 分
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If You Have A Pension & $1 Million+ Saved, Watch Out For These Things In Retirement

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  • If you're retiring with a pension and $1 million or more saved, it's likely that you're a Midwestern Millionaire. In this episode of Joe Knows Retirement, Joe shares what a Midwestern Millionaire is and talks about how their pensions, savings, and spending habits put them in a unique spot in retirement. He also stresses the importance of working with a professional team to maximize your tax savings and purpose with your money in retirement.

    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, it's likely that you're a Midwestern Millionaire. In this episode of Joe Knows Retirement, Joe shares what a Midwestern Millionaire is and talks about how their pensions, savings, and spending habits put them in a unique spot in retirement. He also stresses the importance of working with a professional team to maximize your tax savings and purpose with your money in retirement.

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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