10 Pension Mistakes Near Retirement

from Joe Knows Retirement · host Joe Schmitz Jr.

If you have a pension and $1 million or more saved, retirement planning is completely different. In this episode of Joe Knows Retirement, Joe breaks down the biggest pension mistakes retirees make and how to avoid paying unnecessary taxes, Medicare penalties, and retirement income mistakes. If you've worked 30 to 40 years for your pension, this video will help you protect it and maximize it for your retirement, your spouse, and your family. 🎥 Subscribe to our YouTube channel: https://bit.ly/430T9Lv 📚Get a FREE copy of Joe's book "2% Club": https://keap.page/bsd964/2-percent-toolkit-podcast.html 🟥 Read our latest article featured in Kiplinger: https://www.kiplinger.com/retirement/retirement-planning/are-you-being-tax-smart-about-your-pension 📞 Schedule a call with our team: https://peakretirementplanning.com/schedule-a-meeting/

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This episode is 19 minutes long.

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This episode was published on June 9, 2026.

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