Have a Pension? This Will Help You Spend Your Money…
Joe Knows Retirement · Joe Schmitz Jr.
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Show Notes
Most retirees in the Midwestern Millionaire category are great savers and terrible spenders, even when they have $1M+ and a pension. Today, Joe breaks down the Paychecks vs. Playchecks tool we use at Peak Retirement Planning to show clients how much they can actually spend, gift, and give without fear of running out. You'll see how one couple with $3M saved realized they could spend far more than they ever imagined and still leave a legacy with purpose.
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