How to Have More Purpose With Your Wealth in Retirement [Episode 13] episode artwork

EPISODE · Dec 11, 2023 · 20 MIN

How to Have More Purpose With Your Wealth in Retirement [Episode 13]

from Joe Knows Retirement · host Joe Schmitz Jr.

Retirement is a time of transition, and in that transition, you may not know what to do with all the wealth you've accumulated over the past 30 to 40 years. In this episode of Joe Knows Retirement, Joe shares some of the questions he asks clients to help them figure out how to use their money after they retire. He stresses the importance of figuring out what gives you purpose in life and letting that guide your spending, saving, and giving habits. 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/

Episode metadata supplied by the publisher feed · Published Dec 11, 2023

Embed this episode

NOW PLAYING

How to Have More Purpose With Your Wealth in Retirement [Episode 13]

0:00 20:09

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 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 December 11, 2023.

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!