5 Things Midwestern Millionaires In The 2% Club Do Right In Retirement Planning

Описание: If you have a pension and $1 million or more saved, you want to get the most out of the retirement you've worked so hard for. That's why in this episode of Joe Knows Retirement, Joe shares five things you can do to set yourself up for success in retirement. From tax planning to purpose planning, Joe dives into it in this episode.

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Timestamps:
00:00 Intro
01:08 Getting the most out of your retirement
02:04 1.
05:45 2.
10:15 3.
11:21 4.
16:16 5.

Disclaimer: Since we do not know your specific situation, none of this information can serve as tax, legal, insurance, or financial advice, and may be outdated or inaccurate. The information comes from sources believed to be reliable but cannot be guaranteed. This content is prepared for educational purposes only. If you need advice, please contact a qualified CPA, attorney, insurance agent, financial advisor, or the appropriate professional for the subject you would like help with. Peak Retirement Planning, Inc. is a Securities and Exchange Commission registered investment adviser and able to offer advisory services in Ohio and in other states where registered or exempt from registration.