Joe Knows Retirement
Joe Knows Retirement
Joe Schmitz Jr., CFP® ChFC® CKA®
Most Pension Retirees Miss These Opportunities
17 minutes Posted May 30, 2026 at 3:15 pm.
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17:18
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If you have a pension and $1M+ saved, your retirement planning is completely different… and one wrong move could cost you six figures. In this video, Joe breaks down the 7 critical strategies every pension holder needs to understand to avoid overpaying taxes, maximize income, and protect their spouse and legacy. Most retirees don't realize that having a pension can actually push them into higher taxes, higher Medicare costs, and forced withdrawals later on. But with the right plan, you can turn this into a massive advantage.

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