
Sign up to save your podcasts
Or


If you already have a pension, you may already own the best income annuity there is and you might not need another one. In this video, Joe breaks down why pensions act like built in income annuities, when buying an income annuity is usually unnecessary, and the one specific situation where it could actually make sense. If you have a pension and want to avoid overpaying for income you already have, this is a must watch.
🎥 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/taxes/tax-planning/what-being-in-the-2-percent-club-means-for-your-retirement
📞 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 already have a pension, you may already own the best income annuity there is and you might not need another one. In this video, Joe breaks down why pensions act like built in income annuities, when buying an income annuity is usually unnecessary, and the one specific situation where it could actually make sense. If you have a pension and want to avoid overpaying for income you already have, this is a must watch.
🎥 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/taxes/tax-planning/what-being-in-the-2-percent-club-means-for-your-retirement
📞 Schedule a call with our team: https://peakretirementplanning.com/schedule-a-meeting/

1,945 Listeners

453 Listeners

814 Listeners

1,307 Listeners

453 Listeners

549 Listeners

756 Listeners

551 Listeners

688 Listeners

352 Listeners

832 Listeners

204 Listeners

596 Listeners

437 Listeners

1,068 Listeners