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If you are in or near retirement, these are the 7 biggest decisions you NEED to get right. We see these decisions impact retirees every single day, especially those with pensions and $1M+ saved.
🎥 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/reasons-roth-conversions-and-pensions-work-well-together
📞 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 are in or near retirement, these are the 7 biggest decisions you NEED to get right. We see these decisions impact retirees every single day, especially those with pensions and $1M+ saved.
🎥 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/reasons-roth-conversions-and-pensions-work-well-together
📞 Schedule a call with our team: https://peakretirementplanning.com/schedule-a-meeting/

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