Episode
The 7-Point Retirement Checklist For Those Retiring With a Pension
- Podcast
- Joe Knows Retirement
- Published
- Mar 10, 2026
- Duration seconds
- 1279
- Processing state
processed
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Summary
If you have a pension and serious savings, your retirement planning needs to be different. What works for most people can actually cost you hundreds of thousands in taxes and missed opportunities. In this video, Joe walks through a 7-point retirement checklist specifically designed for those with a pension and significant assets. This is advanced planning focused on taxes, income strategy, and protecting your spouse and family long term. If you are frugal, have Midwestern values, and want to retire with confidence while avoiding costly mistakes, this checklist is for you. 🎥 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/retiring-with-a-pension-what-to-know 📞 Schedule a call with our team: https://peakretirementplanning.com/schedule-a-meeting/