If you have a pension and retirement is getting close, this checklist could save you thousands, if not hundreds of thousands of dollars. In this video, Joe breaks down the 7 critical checklist items every pension holder needs to have in place before retiring. From investment structure and tax planning to pension decisions, healthcare, income planning, and estate documents, this is what most people don't realize they're missing until it's too late. If you're part of the "2% club," those with a pension and $1M+ saved, this planning is different for you.

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