55-70 With $1 Million+: What To Plan For In Retirement (Especially If You Have A Pension) episode artwork

EPISODE · Jan 2, 2025 · 23 MIN

55-70 With $1 Million+: What To Plan For In Retirement (Especially If You Have A Pension)

from Joe Knows Retirement · host Joe Schmitz Jr.

If you're a Midwestern (Middle Class) Millionaire, you need specialized retirement planning for your unique situation. In this episode of Joe Knows Retirement, Joe shares unique expenses you might face in retirement if you're 55-70 and have over $1 million saved or a pension, as well as a strategy you can use to lower your taxes. From social security to required minimum distributions, Joe talks about it in this episode. 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 "I Hate Taxes": https://keap.page/bsd964/toolkit-youtube.html 🟥 Read our latest article featured in Kiplinger:  https://www.kiplinger.com/retirement/will-you-pay-higher-taxes-in-retirement 📞 Apply to talk with us: https://peakretirementplanning.com/schedule-a-meeting/

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55-70 With $1 Million+: What To Plan For In Retirement (Especially If You Have A Pension)

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