PLAY PODCASTS
The 5 Retirement Traps That Catch Millionaires With Pensions Off Guard
Season 1 ยท Episode 166

The 5 Retirement Traps That Catch Millionaires With Pensions Off Guard

Joe Knows Retirement ยท Joe Schmitz Jr.

July 7, 202517m 6s

Audio is streamed directly from the publisher (traffic.libsyn.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.

Show Notes

If you have a pension and $1 million or more saved, there are unique issues you need to plan for in retirement. In this episode of Joe Knows Retirement, Joe shares five traps that members of the 2% Club commonly fall into and what they can do to avoid the traps. He provides strategies to help save money in taxes and Medicare premiums, as well as talks about the importance of giving purpose to your life savings in retirement.

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/

๐ŸŽฅ Subscribe to our YouTube channel: https://bit.ly/430T9Lv

๐Ÿ“šGet a FREE copy of Joe's book "Midwestern Millionaire": https://keap.page/bsd964/midwestern-millionaire-toolkit-youtube.html

๐ŸŸฅ Read our latest article featured in Kiplinger: https://www.kiplinger.com/retirement/will-you-pay-higher-taxes-in-retirement

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