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

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 going on that trip in retirement if you have a pension and $1 million or more saved. He shares strategies you can use to maximize your pension and save money in taxes, and gives you permission to spend your money in retirement.

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#retirement #retirementplanning #pension

Timestamps:
00:00 Intro
01:14 Are you part of the 2%?
01:53 The best savers are the worst spenders
02:52 You have permission to spend your money
06:27 Pension lump sum planning
10:21 Trust your pension!
12:02 Roth conversions
13:57 What other vehicles do you have?

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your specific situation, none of this information can serve as tax, legal, insurance, or financial advice, and may be outdated or inaccurate.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.