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Most people overthink retirement when what they really need are a few smart fixes they can implement right now. In this episode of Joe Knows Retirement, Joe breaks down 10 quick retirement fixes you can take action on immediately. These are real strategies our clients use to reduce taxes, improve income efficiency, and avoid costly retirement mistakes. If you have a pension, are a diligent saver, or fall into what we call the Midwestern Millionaire mindset, this episode is especially for you.
🎥 Subscribe to our YouTube channel: https://bit.ly/430T9Lv
📚Get a FREE copy of Joe's book "2% Club": https://keap.page/bsd964/2-percent-toolkit-podcast.html
🟥 Read our latest article featured in Kiplinger: https://www.kiplinger.com/retirement/retiring-with-a-pension-what-to-know
📞 Schedule a call with our team: https://peakretirementplanning.com/schedule-a-meeting/
By Joe Schmitz Jr., CFP® ChFC® CKA®4.8
2828 ratings
Most people overthink retirement when what they really need are a few smart fixes they can implement right now. In this episode of Joe Knows Retirement, Joe breaks down 10 quick retirement fixes you can take action on immediately. These are real strategies our clients use to reduce taxes, improve income efficiency, and avoid costly retirement mistakes. If you have a pension, are a diligent saver, or fall into what we call the Midwestern Millionaire mindset, this episode is especially for you.
🎥 Subscribe to our YouTube channel: https://bit.ly/430T9Lv
📚Get a FREE copy of Joe's book "2% Club": https://keap.page/bsd964/2-percent-toolkit-podcast.html
🟥 Read our latest article featured in Kiplinger: https://www.kiplinger.com/retirement/retiring-with-a-pension-what-to-know
📞 Schedule a call with our team: https://peakretirementplanning.com/schedule-a-meeting/

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