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If your net worth is over $1 million and you have a pension worth $100k or more, you are in a great spot for retirement. In this episode of Joe Knows Retirement, Joe talks about all the things that can affect your retirement plan if you have a high-value pension and net worth. From saving money in taxes to giving your money purpose, he dives into the topic in this episode.
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/
4.6
1515 ratings
If your net worth is over $1 million and you have a pension worth $100k or more, you are in a great spot for retirement. In this episode of Joe Knows Retirement, Joe talks about all the things that can affect your retirement plan if you have a high-value pension and net worth. From saving money in taxes to giving your money purpose, he dives into the topic in this episode.
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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