Have you ever wondered what financial planning could look like for your unique situation as a retiree with $1 million saved? In this episode of Joe Knows Retirement, Joe walks through a case study of a real-life client and shares all the considerations that go into creating a retirement plan. This case study is particularly relevant for Midwestern Millionaires (or Middle Class Millionaires) who have done a great job saving their whole lives and need a tailored plan for their money.
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Timestamps:
00:00 Intro
01:14 Are you a Midwestern Millionaire?
02:24 Don't use a cookie cutter approach in your retirement planning
05:12 Case study: Five Pillars
12:09 Case study: Income plan
13:59 Case study: Tax plan
17:43 Reach out if you're looking for this kind of help
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your specific situation, none of this information can serve as tax, legal, insurance, or financial advice, and may be outdated or inaccurate.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.