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 book I Hate Taxes.
This channel is designed to help those in or near retirement (ages 55-70) pay less in taxes and protect the wealth they have worked diligently for. You will hear Joe discuss the "Midwestern Millionaire", which is who this channel was created for: those who have saved over $1M for retirement and have Midwestern values (hardworking, frugal, diligent saver, etc.).
At Peak Retirement Planning, Inc., we specialize in retirement planning through our signature 5-Pillar Approach. If you would like to learn more about us, view the links below.
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