Have a Pension? This Will Help You Spend Your Money…

Most retirees in the Midwestern Millionaire category are great savers and terrible spenders, even when they have $1M+ and a pension. Today, Joe breaks down the Paychecks vs. Playchecks tool we use at Peak Retirement Planning to show clients how much they can actually spend, gift, and give without fear of running out. You’ll see how one couple with $3M saved realized they could spend far more than they ever imagined and still leave a legacy with purpose. 📞 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 “Midwestern Millionaire”: https://peakretirementplanning.com/mi... 🟥 Read our latest article featured in Kiplinger: https://www.kiplinger.com/retirement/... #retirement #taxplanning #pension Timestamps: 00:00 – Why Great Savers Struggle to Spend 02:52 – The $3 Million Case Study Breakdown 08:54 – Why Giving Earlier Creates More Impact 11:25 – How to Claim Your Midwestern Millionaire Book 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your specific situation, none of this information can serve as tax, legal, insurance, or financial advice, and may be outdated or inaccurate.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.