Episode

10 Pension Mistakes Near Retirement

Podcast
Joe Knows Retirement
Published
Jun 9, 2026
Duration seconds
1186
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Markdown
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Summary

If you have a pension and $1 million or more saved, retirement planning is completely different. In this episode of Joe Knows Retirement, Joe breaks down the biggest pension mistakes retirees make and how to avoid paying unnecessary taxes, Medicare penalties, and retirement income mistakes. If you've worked 30 to 40 years for your pension, this video will help you protect it and maximize it for your retirement, your spouse, and your family. 🎥 Subscribe to our YouTube channel: https://bit.ly/430T9Lv 📚Get a FREE copy of Joe's book "2% Club": https://keap.page/bsd964/2-percent-toolkit-podcast.html 🟥 Read our latest article featured in Kiplinger: https://www.kiplinger.com/retirement/retirement-planning/are-you-being-tax-smart-about-your-pension 📞 Schedule a call with our team: https://peakretirementplanning.com/schedule-a-meeting/