If You Have A Pension & $1M+ Saved, Consider These Five Pillars Of Planning In Retirement

24/04/2025 15 min Temporada 1 Episodio 140
If You Have A Pension & $1M+ Saved, Consider These Five Pillars Of Planning In Retirement

Listen "If You Have A Pension & $1M+ Saved, Consider These Five Pillars Of Planning In Retirement"

Episode Synopsis

If you're part of the 2% Club (you have a pension and $1 million or more saved), it's important that you incorporate the five pillars of retirement planning into your retirement plan. In this episode of Joe Knows Retirement, Joe discusses each retirement planning pillar and how they could be affected by the 2% club's pension and savings. He also explains the impact of taxes on each pillar and importance of having a solid tax plan. 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/

More episodes of the podcast Joe Knows Retirement