10 Things You MUST Do If You’re Retiring With a Pension

Comments · 41

• KB

  @kbots · 8 months ago

  Great Advice, I've been retired for 5 years with a small pension and have been been working on all the aspects except #9 - I'll need to investigate that further.  I'm not planning to take SS till 67-ish or FRA for me. - Cheers

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• RE

  @reidnorris6202 · 8 months ago

  Hi Mom! Joe does such a great job with his videos/advice. So cool you get to come along side him in his journey!

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• LI

  @lianel2401 · 8 months ago

  Thank you so much, Joe. My friend just told me about your YouTube channel yesterday. I'm in that situation where I retired younger, have a pension and not sure when to collect social security, so your videos are very helpful. Thank you again! God bless you and your family.

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• RI

  @rickynorris1694 · 8 months ago

  Seems like it would make more sense to take SS at age 62 if you have a good pension to reduce your tax liability. That's my plan. Retiring at 55 in September with a NC government pension with premium free coverage. I am debt free too.😊

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• VE

  @vernshird711 · 8 months ago

  Referenced your "2% club" book in my monthly linkedin financial blog.

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• KT

  @ktownkid5542 · 8 months ago

  Joe,<br>Thank you for another great video.<br>P.S. Mom is adorable.<br>2% Club member.

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• DA

  @davidcoleman5592 · 8 months ago

  Greetings Joe, just finished reading The 2% Club. Well done! &nbsp;We are about 10 months in with PRP. So far no complaints.😎<br>Happy New Year!

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• NA

  @nancydrew2450 · 7 months ago

  Great advice and appreciate your common sense approach to tackling financial decisions that can be confusing

• DJ

  @djcoolrule · 8 months ago

  That is why I will be taking my social security at 62. Having a career in the military and the DoD civilian sector make this an easy decision.

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• IR

  @irpain8617 · 8 months ago

  I took a lump sum pension but knowing that I purchased &nbsp;Long-term Care Insurance in my early 40&apos;s with a 10 year premium rider. It was paid in full after 10 years. Protecting those assets from the greatest threat was absolutely necessary. I know there are several ways to accomplish this and for some it&apos;s self insure but I like to think with the extensive coverage I was able to get takes the financial issue off the table and makes it the best care issue.

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• KI

  @Kirkgsda1 · 8 months ago

  Regarding your early comments mention of your mom reading all the comments. Watch out for the cougar crossing Joe. 😂 Mom don’t worry about any negative comments as there will always be some people that are only here to hate on those doing well; you should be proud of your son.

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• KI

  @KimCampbell-k6v · 4 months ago

  Thank you Joe for the awesome video. My work will cover my advantage when I retire, so will I have IRMMA problem?

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