Joe F. Schmitz Jr. CFP® CKA®
291K subscribers
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.
Why Doing Nothing Is The Biggest Tax Mistake
Joe F. Schmitz Jr. CFP® CKA® · 77 views · 57 minutes ago
What To Know If You Are Retiring With A Pension
Joe F. Schmitz Jr. CFP® CKA® · 21K views · 2 years ago
If You're Retiring With A Pension, Do These 4 Things To Maximize Your 401k
Joe F. Schmitz Jr. CFP® CKA® · 21K views · 1 year ago
5 Ways to Protect Your Investments in Retirement with a Pension
Joe F. Schmitz Jr. CFP® CKA® · 7.7K views · 3 weeks ago
Everything You Need To Know About Income Planning With A Pension In Retirement
Joe F. Schmitz Jr. CFP® CKA® · 15K views · 1 year ago
Roth Conversions After 60: The Hidden Window of Opportunity
Joe F. Schmitz Jr. CFP® CKA® · 5.1K views · 1 year ago
Pensions & Roth Conversions: What To Plan For In Retirement
Joe F. Schmitz Jr. CFP® CKA® · 12K views · 1 year ago
If You're Retiring With $1 Million Or More, You NEED To Know This Strategy
Joe F. Schmitz Jr. CFP® CKA® · 18K views · 1 year ago
Defer Taxes Into Retirement? BIG Mistake for Pension Holders
Joe F. Schmitz Jr. CFP® CKA® · 3.8K views · 10 months ago
Are You Prepared to Use ALL Your Money in Retirement??
Joe F. Schmitz Jr. CFP® CKA® · 291 views · 2 years ago
How Much Should You Roth Convert? (The Higher Your Income, The Trickier It Gets)
Joe F. Schmitz Jr. CFP® CKA® · 9.6K views · 1 year ago
How To Financially Plan For Losing A Spouse In Retirement
Joe F. Schmitz Jr. CFP® CKA® · 685 views · 1 year ago
The 5 WORST Things About Retirement
Joe F. Schmitz Jr. CFP® CKA® · 4.6K views · 4 months ago
If You Have A Pension & $1 Million+ Saved, Watch Out For These Things In Retirement
Joe F. Schmitz Jr. CFP® CKA® · 91K views · 1 year ago
What To Do If You Have Financial Freedom In Retirement
Joe F. Schmitz Jr. CFP® CKA® · 5.9K views · 1 year ago
3 Things To Know If You Have A Pension And $1 Million+ Saved
Joe F. Schmitz Jr. CFP® CKA® · 89K views · 1 year ago
55-70 With $1 Million+: What To Plan For In Retirement (Especially If You Have A Pension)
Joe F. Schmitz Jr. CFP® CKA® · 11K views · 1 year ago
Avoid Pension Tax Traps In Retirement With These Strategies
Joe F. Schmitz Jr. CFP® CKA® · 8.7K views · 1 year ago