The 5 WORST Things About Retirement
If you’re retiring with a pension and $1M+ saved, retirement isn’t all sunshine and rainbows. In today’s video, Joe breaks down the 5 worst things about retirement that we see from real clients every day. These are the hidden risks that can quietly cost you thousands in taxes, healthcare, and missed opportunities if you don’t plan ahead. 📞 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 – The truth about retirement 01:46 – #1 Taxes will be your biggest expense 04:38 – #2 No purpose in retirement 06:14 – #3 Medicare premiums (IRMAA) 10:34 – #4 Healthcare costs 14:19 – #5 Widow's penalty 16:08 – What are the worst things in retirement for you? 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your specific situation, none of this information can serve as tax, legal, insurance, or financial advice, and may be outdated or inaccurate.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.
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