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The 2% Club: Are You Among the Elite Ready for Retirement?
Season 1 ยท Episode 212

The 2% Club: Are You Among the Elite Ready for Retirement?

Joe Knows Retirement ยท Joe Schmitz Jr.

November 18, 202517m 18s

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Show Notes

Are you part of the 2% Club? This video unveils insights from Joe's upcoming book The 2% Club. Discover what makes this small group of retirees, those with both a pension and $1 million+ saved, so unique, and how you can plan like them. Joe breaks down the five pillars of pension planning, from taxes and investments to income, healthcare, and estate strategies, all tailored for those ready to retire confidently and with purpose.

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/

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๐Ÿ“šGet a FREE copy of Joe's book "2% Club": https://keap.page/bsd964/2-percent-toolkit-podcast.html

๐ŸŸฅ Read our latest article featured in Kiplinger: https://www.kiplinger.com/retirement/retirement-planning/are-you-being-tax-smart-about-your-pension

๐Ÿ“ž Apply to talk with us: https://peakretirementplanning.com/schedule-a-meeting/