Do You ACTUALLY Have Enough? (The Truth for Pension + $1M Retirees) episode artwork

EPISODE · Apr 23, 2026 · 20 MIN

Do You ACTUALLY Have Enough? (The Truth for Pension + $1M Retirees)

from Joe Knows Retirement · host Joe Schmitz Jr.

If you have a pension and $1M+ saved, you might be asking the wrong question… It's not "Do I have enough?" It's "What should I do with all of it?" In today's episode, Joe breaks down exactly how to run your numbers, what your pension is really worth, and why most retirees in this position end up with MORE money than they ever expected. He'll also cover key strategies around tax planning, Roth conversions, and how to actually enjoy your retirement without regret. 🎥 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/comfortable-retirement-how-much-do-you-need 📞 Schedule a call with our team: https://peakretirementplanning.com/schedule-a-meeting/

Episode metadata supplied by the publisher feed · Published Apr 23, 2026

Embed this episode

NOW PLAYING

Do You ACTUALLY Have Enough? (The Truth for Pension + $1M Retirees)

0:00 20:56

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

No similar episodes found.

No similar podcasts found.

Frequently Asked Questions

How long is this episode of Joe Knows Retirement?

This episode is 20 minutes long.

When was this Joe Knows Retirement episode published?

This episode was published on April 23, 2026.

Can I download this Joe Knows Retirement episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!