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3 Things to Do if You Have a Pension

EPISODE · Dec 11, 2025 · 20 MIN

3 Things to Do if You Have a Pension

from Joe Knows Retirement · host Joe Schmitz Jr.

Are you one of the few people with a pension? Then you're in the Top 20% and your planning needs are completely different. In this video, Joe breaks down 3 must-know moves every pension holder should make so you don't leave six or seven figures on the table. 🎥 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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3 Things to Do if You Have a Pension

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