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You can't take your money with you when you're gone, so how will you use it purposefully in retirement? In this episode of Joe Knows Retirement, Joe talks about the three things you can do with your money: spend it, give it, or gift it. He breaks down how you can find purpose in each one, and stresses the importance of completing an analysis to see just how much money you can use however you like.
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/
By Joe Schmitz Jr., CFP® ChFC® CKA®4.8
2828 ratings
You can't take your money with you when you're gone, so how will you use it purposefully in retirement? In this episode of Joe Knows Retirement, Joe talks about the three things you can do with your money: spend it, give it, or gift it. He breaks down how you can find purpose in each one, and stresses the importance of completing an analysis to see just how much money you can use however you like.
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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