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If you have a pension and you're approaching retirement, your planning is very different than most people and missing just one of these could cost you hundreds of thousands of dollars. In today's episode of Joe Knows Retirement, Joe walks through the 10 most important planning items every retiree with a pension needs to have in place, from Roth conversions and Social Security timing, to Medicare IRMAA, estate planning, and legacy strategies.
🎥 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
If you have a pension and you're approaching retirement, your planning is very different than most people and missing just one of these could cost you hundreds of thousands of dollars. In today's episode of Joe Knows Retirement, Joe walks through the 10 most important planning items every retiree with a pension needs to have in place, from Roth conversions and Social Security timing, to Medicare IRMAA, estate planning, and legacy strategies.
🎥 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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