EPISODE · Dec 13, 2025 · 13 MIN
Have a Pension? This Will Help You Spend Your Money…
from Joe Knows Retirement · host Joe Schmitz Jr.
Most retirees in the Midwestern Millionaire category are great savers and terrible spenders, even when they have $1M+ and a pension. Today, Joe breaks down the Paychecks vs. Playchecks tool we use at Peak Retirement Planning to show clients how much they can actually spend, gift, and give without fear of running out. You'll see how one couple with $3M saved realized they could spend far more than they ever imagined and still leave a legacy with purpose. 🎥 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-strategies-for-midwestern-millionaires 📞 Schedule a call with our team: https://peakretirementplanning.com/schedule-a-meeting/
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Have a Pension? This Will Help You Spend Your Money…
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