EPISODE · Nov 22, 2025 · 17 MIN
3 Things to plan for Retirement (Millionaires with a Pension)
from Joe Knows Retirement · host Joe Schmitz Jr.
You've done it. You're officially part of a group only 2% of retirees are in. You've got over $1 million saved and a pension. But here's the truth: that also means your retirement planning needs to look very different than most. In this episode of Joe Knows Retirement, Joe breaks down the 3 biggest mistakes we see from those in this 2% Club and how to fix them. 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/ 🎥 Subscribe to our YouTube channel: https://bit.ly/430T9Lv 📚Get a FREE copy of Joe's book "Midwestern Millionaire": https://keap.page/bsd964/midwestern-millionaire-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 📞 Apply to talk with us: https://peakretirementplanning.com/schedule-a-meeting/
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3 Things to plan for Retirement (Millionaires with a Pension)
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