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I'm 60 Years Old With A Pension And $1 Million Saved. What's Next? [Episode 66]
Season 1 ยท Episode 66

I'm 60 Years Old With A Pension And $1 Million Saved. What's Next? [Episode 66]

Joe Knows Retirement ยท Joe Schmitz Jr.

July 9, 202429m 13s

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Show Notes

If you're 60 years old, have a pension, and have $1 million+ in savings, you're in a very unique position as you approach and enter retirement. In this episode of Joe Knows Retirement, Joe deep dives into everything you need to know about tax planning, legacy planning, and charitable giving in retirement with a pension and high net worth.

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