7 Retirement Numbers You MUST Know If You Have a Pension

If you have a pension, your retirement planning is different than most people. Less than 20% of Americans have a pension, and if you've also built significant retirement savings, the decisions you make today can have a major impact on your future. In this video, Joe covers the 7 most important retirement numbers every pension owner needs to know, including how your pension amount, lump sum value, Social Security, investments, spending, retirement date, and age all work together to create a successful retirement plan. 📞 Schedule a call with our team: https://peakretirementplanning.com/sc... 🎥 Subscribe to our channel: https://bit.ly/430T9Lv 📚Get a FREE copy of Joe’s book "2% Club": https://peakretirementplanning.com/tw... 🟥 Read our latest article featured in Kiplinger: https://www.kiplinger.com/retirement/... #retirement #taxplanning #pension Timestamps: 00:00 - Free Retirement Book 01:46 - #1: Your Pension Amount 03:58 - #2: Lump Sum Value 06:10 - #3: Your Social Security Benefit 07:40 - #4: Your Investments 09:49 - #5: How Much You Need to Spend 11:16 - #6: Your Retirement Date 13:26 - #7: What is Your Age 15:03 - Final Thoughts Disclaimer: Since we do not know your specific situation, none of this information can serve as tax, legal, insurance, or financial advice, and may be outdated or inaccurate. The information comes from sources believed to be reliable but cannot be guaranteed. This content is prepared for educational purposes only. If you need advice, please contact a qualified CPA, attorney, insurance agent, financial advisor, or the appropriate professional for the subject you would like help with. Peak Retirement Planning, Inc. is a Securities and Exchange Commission registered investment adviser and able to offer advisory services in Ohio and in other states where registered or exempt from registration.