If You Have $1M Saved + a Pension, Start Here

👉 Schedule an Intro Call: https://form.typeform.com/to/desH7879... 👉 Take the Retirement Readiness Quiz: https://form.typeform.com/to/WSROgeLo... If you have $1 million saved and a pension, you've already accomplished something most retirees never do. But here's the question... What should you do next? In this video, I walk through the 5 most important planning areas I would focus on first if I were retiring today with $1 million saved and a pension. We'll cover: ✅ Building an Income Plan ✅ Structuring Your Investments (Safety, Income & Growth) ✅ Creating a Proactive Tax Strategy ✅ Healthcare & Long-Term Care Planning ✅ Estate & Legacy Planning Too many retirees spend decades focused on building their nest egg but never develop a coordinated plan for how to use it. The result? • Higher taxes than necessary • Medicare surprises • Missed planning opportunities • Uncertainty around spending • Stress that doesn't need to exist At Denali Financial Group, we believe retirement should be about more than just investments. That's why we created the Meant For More Retirement Method, a planning process built around what we call the Five Worlds of Retirement: • Income • Investments • Taxes • Healthcare • Legacy 00:00 Million And Pension Setup 01:50 Bonus Retirement Vision 02:46 Income Plan First 05:51 Three Bucket Investing 10:41 Proactive Tax Strategy 14:13 Healthcare And Long Term Care 15:54 Legacy And Estate Plan 18:40 Wrap Up And Next Steps #retirement #tax #pension ------------------------------------------------------------- DISCLAIMER: This video is not meant to be taken a tax, legal, or investment advice. All content is for educational purposes only.