Joe F. Schmitz Jr. CFP® CKA®

Joe is a Certified Financial Planner® and the Founder of Peak Retirement Planning, Inc. He is also the author of the National Best-Selling books "I Hate Taxes", "Midwestern Millionaire", and "The 2% Club".

This channel is designed to help those in or near retirement with tax and pension planning. You will hear Joe discuss the "Midwestern Millionaire", which is who this channel was created for: those who have $1M+ saved, pensions, and Midwestern values (hardworking, frugal, diligent saver, etc.). This is less than 2% of the population, as Joe says.

At Peak Retirement Planning, Inc., we specialize in retirement planning through our signature "5-Pillars of Pension Planning". If you would like to learn more about us, view the links below.