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Are you one of the few people with a pension? Then you're in the Top 20% and your planning needs are completely different. In this video, Joe breaks down 3 must-know moves every pension holder should make so you don't leave six or seven figures on the table.
🎥 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/retirement-planning/are-you-being-tax-smart-about-your-pension
📞 Schedule a call with our team: https://peakretirementplanning.com/schedule-a-meeting/
By Joe Schmitz Jr., CFP® ChFC® CKA®4.8
2828 ratings
Are you one of the few people with a pension? Then you're in the Top 20% and your planning needs are completely different. In this video, Joe breaks down 3 must-know moves every pension holder should make so you don't leave six or seven figures on the table.
🎥 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/retirement-planning/are-you-being-tax-smart-about-your-pension
📞 Schedule a call with our team: https://peakretirementplanning.com/schedule-a-meeting/

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