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How To Plan For Early Retirement With A Pension

Season 1 Episode 126

If you're 55-62 years old, have a pension, and have at least $1 million saved, then retiring early could be an option for you. In this episode of Joe…

1 year, 2 months ago

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Feel Better About Making Big Purchases In Retirement If You Have A Pension

Season 1 Episode 125

The best savers are the worst spenders. In this episode of Joe Knows Retirement, Joe talks about how you can feel better about buying that boat or go…

1 year, 2 months ago

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Roth Conversion Planning With A Pension: Everything You Need To Know

Season 1 Episode 124

Roth conversions can be a great tool to help save money in retirement if you have a pension and $1 million or more saved. In this episode of Joe Know…

1 year, 2 months ago

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If Your Pension Is Over $100K, Pay Attention To These Things

Season 1 Episode 123

If your net worth is over $1 million and you have a pension worth $100k or more, you are in a great spot for retirement. In this episode of Joe Knows…

1 year, 2 months ago

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Pros And Cons Of Being Single With A Pension

Season 1 Episode 122

Pensions are a helpful asset to have in retirement, but if you're single, there are certain things you need to plan for. In this episode of Joe Knows…

1 year, 2 months ago

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If You Can Do These Things Yourself, You May Not Need A Financial Advisor In Retirement

Season 1 Episode 121

It's recommended to work with a financial planning expert when planning your retirement, but if you know these things, you may not need to. In this e…

1 year, 2 months ago

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Think About These Things Before Taking Social Security If You Have A Pension

Season 1 Episode 120

When should you take social security if you have a pension? In this episode of Joe Knows Retirement, Joe shares the things you should consider before…

1 year, 2 months ago

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Joe Talks About Everything from Retirement to Pensions, Federal Employees, and Pizza on the Radio

Season 1 Episode 119

Joe joins Mindy Drayer on the local radio station to help co-host the Sunday afternoon radio show. They talk about the success of Peak Retirement Pla…

1 year, 2 months ago

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3 Things To Know If You Have A Pension And $1 Million+ Saved

Season 1 Episode 118

If you're retiring with a pension and $1 million or more saved, you're in a unique situation. In this episode of Joe Knows Retirement, Joe shares thr…

1 year, 2 months ago

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Joe Shares His Story And The Story Of Peak Retirement Planning

Season 1 Episode 117

In this video, Peak Retirement Planning founder and CEO Joe Schmitz share the story of how he got into financial planning and how he turned Peak Reti…

1 year, 2 months ago

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