If you're retiring with a pension and $1 million or more saved, you're set up for success in retirement. But as Joe shares in this episode of Joe Knows Retirement, there are some common mistakes that retirees in your position make that can cost you time and money if you don't plan for them. Whether it's paying more in taxes than you need to or not understanding how much money you really have, Joe talks about these common regrets and how to avoid 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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🟥 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 have a pension and $1 million or more saved, there are unique issues you need to plan for in retirement. In this episode of Joe Knows Retirement, Joe shares five traps that members of the 2% Club commonly fall into and what they can do to avoid the traps. He provides strategies to help save money in taxes and Medicare premiums, as well as talks about the importance of giving purpose to your life savings 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 “Midwestern Millionaire”: https://keap.page/bsd964/midwestern-millionaire-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/