Pensions can be a helpful asset in retirement, but it's important to have a solid income plan to go with them. In this episode of Joe Knows Retirement, Joe talks about the different options you might have with your pension and how they can affect income planning. He also talks about other income streams like Social Security and investments and how a pension can affect 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/

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📚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/

If you're retiring with a pension and $1 million or more saved, it's likely that you're a Midwestern Millionaire. In this episode of Joe Knows Retirement, Joe shares what a Midwestern Millionaire is and talks about how their pensions, savings, and spending habits put them in a unique spot in retirement. He also stresses the importance of working with a professional team to maximize your tax savings and purpose with your money in retirement.

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/

The 2025 market could perform differently than you think. In this episode of Joe Knows Retirement, Joe reviews Vanguard's 2025 market outlook and shares his thoughts on their projections. He emphasizes the importance of maintaining a long-term perspective with your investments, and shares why it could be helpful to work with a professional financial planning team when it comes to investing.

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/