Joe Knows Retirement

10 Tax Planning Considerations For Those With Pensions


Listen Later

If you're nearing retirement or already there, these are the 10 biggest questions you NEED to answer before it's too late. In this episode, Joe breaks down the exact concerns we hear from thousands of retirees, especially those with a pension and $1M+ saved. From when to retire, to how much you can safely spend, to tax strategies that could save you thousands, this is the roadmap most people wish they had sooner.

🎥 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-podcast.html

🟥 Read our latest article featured in Kiplinger: https://www.kiplinger.com/taxes/tax-planning/reducing-lifetime-taxes-for-retirees-in-two-percent-club

📞 Schedule a call with our team: https://peakretirementplanning.com/schedule-a-meeting/

...more
View all episodesView all episodes
Download on the App Store

Joe Knows RetirementBy Joe Schmitz Jr., CFP® ChFC® CKA®

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

28 ratings


More shows like Joe Knows Retirement

View all
Jill on Money with Jill Schlesinger by Audacy

Jill on Money with Jill Schlesinger

1,956 Listeners

Sound Retirement Radio by Jason Parker

Sound Retirement Radio

450 Listeners

Your Money, Your Wealth by Your Money, Your Wealth

Your Money, Your Wealth

816 Listeners

Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Retirement Answer Man

1,312 Listeners

Retire Sooner with Wes Moss by Wes Moss

Retire Sooner with Wes Moss

454 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

543 Listeners

The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

The Retirement and IRA Show

752 Listeners

Big Picture Retirement® by Devin Carroll, CFP® & John Ross, JD

Big Picture Retirement®

557 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

694 Listeners

Sound Investing by Paul Merriman

Sound Investing

348 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

828 Listeners

The Rob Berger Show by Rob Berger

The Rob Berger Show

200 Listeners

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) by Ari Taublieb, CFP®, MBA

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)

597 Listeners

MoneyWatch with Jill Schlesinger by CBS News

MoneyWatch with Jill Schlesinger

438 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

1,062 Listeners