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If You Have A Pension & $1 Million+ Saved, Watch Out For These Things In Retirement
Season 1 ยท Episode 114

If You Have A Pension & $1 Million+ Saved, Watch Out For These Things In Retirement

Joe Knows Retirement ยท Joe Schmitz Jr.

January 28, 202520m 40s

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Show Notes

If you're retiring with a pension and $1 million or more saved, it's likely that you're a Midwestern Millionaire. In this episode of Joe Knows Retirement, Joe shares what a Midwestern Millionaire is and talks about how their pensions, savings, and spending habits put them in a unique spot in retirement. He also stresses the importance of working with a professional team to maximize your tax savings and purpose with your money in retirement.

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