The best savers are the worst spenders. In this episode of Joe Knows Retirement, Joe talks about how you can feel better about buying that boat or going on that trip in retirement if you have a pension and $1 million or more saved. He shares strategies you can use to maximize your pension and save money in taxes, and gives you permission to spend 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/

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Roth conversions can be a great tool to help save money in retirement if you have a pension and $1 million or more saved. In this episode of Joe Knows Retirement, Joe talks about everything you need to know about Roth conversions if you have a pension. He provides information on which tax bracket you'll likely be in in retirement if you have a pension, and talks about factors you should think about when considering how much to Roth convert.

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/

If your net worth is over $1 million and you have a pension worth $100k or more, you are in a great spot for retirement. In this episode of Joe Knows Retirement, Joe talks about all the things that can affect your retirement plan if you have a high-value pension and net worth. From saving money in taxes to giving your money purpose, he dives into the topic 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/

Pensions are a helpful asset to have in retirement, but if you're single, there are certain things you need to plan for. In this episode of Joe Knows Retirement, Joe talks through the pros and cons of being single and retiring with a pension. Since being single will put you in higher tax brackets, he stresses the importance of doing tax planning now and working with a professional team to make sure you're not missing anything.

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/

It's recommended to work with a financial planning expert when planning your retirement, but if you know these things, you may not need to. In this episode of Joe Knows Retirement, Joe talks about the five areas you should be competent in if you plan on doing your retirement planning yourself. From tax planning to investment planning to healthcare planning, he shares how you can prepare if you choose not to work with a comprehensive team.

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/

When should you take social security if you have a pension? In this episode of Joe Knows Retirement, Joe shares the things you should consider before taking social security if you're retiring with a pension and $1 million or more saved. From your health to your marriage status to the dollar amount of your pension, there are many considerations that affect when it's best for you to take social security.

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/

Joe joins Mindy Drayer on the local radio station to help co-host the Sunday afternoon radio show. They talk about the success of Peak Retirement Planning, President Trump's return to work order, Brenz Pizza, Joe's new haircut, and so much more in this fun hour.

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/

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/