10 Things You NEED To Know If You Want To DIY Your Retirement

02/09/2025 21 min Temporada 1 Episodio 182
10 Things You NEED To Know If You Want To DIY Your Retirement

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Episode Synopsis

Many retirees choose to DIY their retirement, but they may not know what they're getting themselves into. In this episode of Joe Knows Retirement, Joe shares 10 things all retirees should know about if they want to DIY their retirement, especially if they have a pension and $1 million+ saved. From proper tax and investment diversification to having the right estate planning documents in place, Joe talks about it in this video. 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-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/