Joe Knows Retirement

Consider These Things Before Gifting Money To Your Kids & Grandkids (w/ A Pension & $1 M+ Saved)


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If you have a pension and $1 million or more saved, giving might be your preferred way to give your money purpose. In this episode of Joe Knows Retirement, Joe talks about giving your money to the next generation and the different ways you can make an impact. He shares specific strategies you can use to create generational wealth, as well as general financial wisdom that will maximize your giving and the impact it has.

Are you interested in applying to receive expert help in planning for your financial future? If so, you can apply at https://peakretirementplanning.com/schedule-a-meeting/ 

🎥 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-youtube.html

🟥 Read our latest article featured in Kiplinger:  https://www.kiplinger.com/retirement/will-you-pay-higher-taxes-in-retirement

📞 Apply to talk with us: https://peakretirementplanning.com/schedule-a-meeting/

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

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