Sep 22, 2026 · 19 min · 12 segments
If you have a pension and $1 million or more saved for retirement, you've probably done a lot of things right. But a few decisions made at the wrong time could have a major impact on your taxes…
This is something we see very often from people, maybe while they're still working, or maybe they're early in their retirement, and they end up doing things that they regret later, or maybe even worse, they end up not doing things that they wish they would have done.
We're going to break down the 10 things we see very often from the clients we serve.
Now remember, all of our content on Joe Knows Retirement is always tailored towards that pension and a million plus save.
So we wanna ensure that if you are watching this and if that is you, this may be the best place for you to get retirement advice and retirement help and guidance based on your more specific situation.
Now we don't know everyone's exact situation, so you obviously need to still ensure you're doing your own due diligence, your own research to ensure these strategies and these things we talk about make sense for you.
But the good news you have is that this has already been vetted for people like you specifically.
This is something we see very often from people, maybe while they're still working, or maybe they're early in their retirement, and they end up doing things that they regret later, or maybe even worse, they end up not doing things that they wish they would have done.
We're going to break down the 10 things we see very often from the clients we serve.
Now remember, all of our content on Joe Knows Retirement is always tailored towards that pension and a million plus save.
So we wanna ensure that if you are watching this and if that is you, this may be the best place for you to get retirement advice and retirement help and guidance based on your more specific situation.
Now we don't know everyone's exact situation, so you obviously need to still ensure you're doing your own due diligence, your own research to ensure these strategies and these things we talk about make sense for you.
But the good news you have is that this has already been vetted for people like you specifically.
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