Retiring With a Pension & $2 Million: A Real Retirement Case Study

So if you're new to this channel, my name is Joe Schmitz.

I'm the CEO and founder of Peak Retirement Planet.

We specialize in helping those with pensions and a million or more saved.

So the case study we're going through today, we see every single day, this is what we specialize in.

And we have a lot of fun with it, knowing that it is a specific niche because only 20% of people have a pension, less than 10% of people have a million dollars or more.

So very rare to find someone with a high income and also a high net worth.

And these are people who have lived a life of service.

We call Midwestern millionaires.

diligent savers, frugal, best savers, worst spenders.

We're going to talk about that today too, especially, and they absolutely hate taxes.

And the case study we have today is going to involve a lot of tax planning to make sure they open their eyes to what's possible.

And a few disclosures as we get into the case study, I'm going to keep this more high level to make sure I can give people general takeaways as they walk away from here.

There is certainly a lot more work that has to go into building a plan than what I'm seeing today.

I I'm basically just giving takeaways based on what I'm seeing when I'm just looking at this plainly.

I don't have all the full details, so certainly don't take this as financial advice, but it should be helpful as you build out your plans, or at least to guide you in the right direction

as you continue to do so.

So let's really spell out what this case study is.

I'm going to give you all the information I have and that is it.

They didn't provide more information, we could assume, but we're going to try not to.

We're going to try to make it as clean as we can on this video.