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Are you in your 50s or 60s and have a pension? You're in the top 2%, but that also means your retirement planning needs to be different. In this episode of Joe Knows Retirement, Joe breaks down the critical steps you must take right now to protect your pension income, lower your lifetime tax bill, and ensure your spouse and kids are secure. This isn't just about numbers, it's about building a Midwestern Millionaire retirement with purpose, balance, and smart planning.
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 "Midwestern Millionaire": https://keap.page/bsd964/midwestern-millionaire-toolkit-podcast.html
🟥 Read our latest article featured in Kiplinger: https://www.kiplinger.com/retirement/reasons-roth-conversions-and-pensions-work-well-together
📞 Apply to talk with us: https://peakretirementplanning.com/schedule-a-meeting/
By Joe Schmitz Jr., CFP® ChFC® CKA®4.8
2828 ratings
Are you in your 50s or 60s and have a pension? You're in the top 2%, but that also means your retirement planning needs to be different. In this episode of Joe Knows Retirement, Joe breaks down the critical steps you must take right now to protect your pension income, lower your lifetime tax bill, and ensure your spouse and kids are secure. This isn't just about numbers, it's about building a Midwestern Millionaire retirement with purpose, balance, and smart planning.
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 "Midwestern Millionaire": https://keap.page/bsd964/midwestern-millionaire-toolkit-podcast.html
🟥 Read our latest article featured in Kiplinger: https://www.kiplinger.com/retirement/reasons-roth-conversions-and-pensions-work-well-together
📞 Apply to talk with us: https://peakretirementplanning.com/schedule-a-meeting/

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