Joe Knows Retirement
Joe Knows Retirement
Joe Schmitz Jr., CFP® ChFC® CKA®
10 Pension Mistakes Near Retirement
19 minutes Posted Jun 9, 2026 at 9:15 pm.
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Show notes

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.

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