Everything You Need To Know About The 2% Club (Retiring w/ A Pension & $1M+ Saved)

08/05/2025 18 min Temporada 1 Episodio 144
Everything You Need To Know About The 2% Club (Retiring w/ A Pension & $1M+ Saved)

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Episode Synopsis

The 2% Club is made up of retirees who have a pension and at least $1 million saved. In this episode of Joe Knows Retirement, Joe talks about his heart for retirees in the 2% Club, why he decided to specialize in working with them, and shares the unique situations they can find themselves in in retirement. From tax consequences to giving their money purpose, Joe speaks directly to 2%ers 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 “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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