55 to 59 With a Pension? Do These 3 Things Before You Retire

Podcast: Joe Knows Retirement · Joe Schmitz Jr., CFP® ChFC® CKA®

Opublikowano: 2026-10-23

If you're 55 to 59 with a pension and $1 million or more saved, you may be closer to retirement than you think. But turning decades of hard work into a retirement you feel confident about takes more than a healthy account balance. In this episode, Joe explains why these years are an important opportunity to prepare for your next chapter and build a plan that reflects what matters most to you and your family. 🎥 Subscribe to our YouTube channel: https://bit.ly/430T9Lv 📚Get a FREE copy of Joe's book "I Hate Taxes": https://keap.page/bsd...