Are you the best saver but the worst spender in retirement? If you've built up $1M+ and have a pension, you might be what we call a "Midwestern Millionaire," those who are hardworking, frugal, and struggle to enjoy their money. In this video, Joe breaks down the real reason retirees hesitate to spend and how to fix it before it's too late.

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Are you stuck in "pension jail"… or sitting on a million-dollar opportunity? In today's video, Joe breaks down a real-life case study of someone facing one of the hardest retirement decisions out there: Walk away now and enjoy life, or stay for a massive pension boost.

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📚Get a FREE copy of Joe's book "2% Club":
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🟥 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/

If you're nearing retirement or already there, these are the 10 biggest questions you NEED to answer before it's too late. In this episode, Joe breaks down the exact concerns we hear from thousands of retirees, especially those with a pension and $1M+ saved. From when to retire, to how much you can safely spend, to tax strategies that could save you thousands, this is the roadmap most people wish they had sooner.

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📚Get a FREE copy of Joe's book "I Hate Taxes":
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🟥 Read our latest article featured in Kiplinger: https://www.kiplinger.com/taxes/tax-planning/reducing-lifetime-taxes-for-retirees-in-two-percent-club

📞 Schedule a call with our team: https://peakretirementplanning.com/schedule-a-meeting/