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When should you take social security if you have a pension? In this episode of Joe Knows Retirement, Joe shares the things you should consider before taking social security if you're retiring with a pension and $1 million or more saved. From your health to your marriage status to the dollar amount of your pension, there are many considerations that affect when it's best for you to take social security.
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
When should you take social security if you have a pension? In this episode of Joe Knows Retirement, Joe shares the things you should consider before taking social security if you're retiring with a pension and $1 million or more saved. From your health to your marriage status to the dollar amount of your pension, there are many considerations that affect when it's best for you to take social security.
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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