Joe F. Schmitz Jr. CFP® CKA® - Invidious

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.

View channel on YouTube

Switch Invidious Instance

Videos

newest

oldest

popular

7:51

Market Outlook on Schwab Network: Where Opportunity Exists Today

Joe F. Schmitz Jr. CFP® CKA®

Shared 6 hours ago

252 views

47:30

The 5 Pillars Every Federal Employee MUST Get Right Before Retirement

Joe F. Schmitz Jr. CFP® CKA®

Shared 3 days ago

830 views

15:53

Watch Out For Tax Bracket Creep If You Have a Pension

Joe F. Schmitz Jr. CFP® CKA®

Shared 5 days ago

1.7K views

14:28

Pension Mistakes That Could Cost You Six Figures in Retirement

Joe F. Schmitz Jr. CFP® CKA®

Shared 1 week ago

2K views

7:38

Joe Joins the Famous "Cow Guy Close" 🤠

Joe F. Schmitz Jr. CFP® CKA®

Shared 1 week ago

881 views

16:02

Roth Conversion Windows For Those With Pensions

Joe F. Schmitz Jr. CFP® CKA®

Shared 1 week ago

3.8K views

19:39

10 Pension Mistakes Near Retirement

Joe F. Schmitz Jr. CFP® CKA®

Shared 2 weeks ago

4.4K views

9:45

Joe Joins Schwab Network: What Retirees Need to Know Right Now

Joe F. Schmitz Jr. CFP® CKA®

Shared 2 weeks ago

1.6K views

17:58

7 Biggest Decisions in Retirement

Joe F. Schmitz Jr. CFP® CKA®

Shared 2 weeks ago

2K views

14:48

Your Pension Might ONLY Be Worth HALF in Retirement

Joe F. Schmitz Jr. CFP® CKA®

Shared 3 weeks ago

3.9K views

16:52

Most Pension Retirees Miss These Opportunities

Joe F. Schmitz Jr. CFP® CKA®

Shared 3 weeks ago

12K views

16:47

The 5 WORST Things About Retirement

Joe F. Schmitz Jr. CFP® CKA®

Shared 3 weeks ago

4.4K views

17:04

The Retirement Tax Trap NO One Warns High Net Worth Investors About

Joe F. Schmitz Jr. CFP® CKA®

Shared 4 weeks ago

1.8K views

13:39

I’m 60 With $1M + A Pension… Can I REALLY Retire?

Joe F. Schmitz Jr. CFP® CKA®

Shared 1 month ago

3.3K views

15:37

7 Questions to Ask Before Roth Converting

Joe F. Schmitz Jr. CFP® CKA®

Shared 1 month ago

2K views

17:12

10 Retirement Questions You MUST Answer Before It’s Too Late

Joe F. Schmitz Jr. CFP® CKA®

Shared 1 month ago

2.1K views

16:20

Are You Spending Enough Money in Retirement?

Joe F. Schmitz Jr. CFP® CKA®

Shared 1 month ago

3K views

14:06

Pension Jail Is REAL… But Walking Away Could Cost You $1M+

Joe F. Schmitz Jr. CFP® CKA®

Shared 1 month ago

3.1K views

17:13

10 Tax Planning Considerations For Those With Pensions

Joe F. Schmitz Jr. CFP® CKA®

Shared 1 month ago

3.1K views

16:12

Wealthy Retirees ALL Regret These 5 Mistakes… Don’t Be One of Them

Joe F. Schmitz Jr. CFP® CKA®

Shared 1 month ago

3.3K views

16:18

How to Maximize Your Pension and Social Security Income

Joe F. Schmitz Jr. CFP® CKA®

Shared 1 month ago

3.1K views

15:27

The $1M Tax Savings Lie… What Roth Conversions ACTUALLY Do

Joe F. Schmitz Jr. CFP® CKA®

Shared 1 month ago

3.6K views

22:49

FAQs You NEED to Know Before Hiring a Financial Planning Team

Joe F. Schmitz Jr. CFP® CKA®

Shared 1 month ago

1.1K views

19:02

These 3 Pension Pillars Can Make or Break Your Retirement

Joe F. Schmitz Jr. CFP® CKA®

Shared 1 month ago

6.5K views

18:38

Bad Retirement Advice I’ve Seen (Real Client Story)

Joe F. Schmitz Jr. CFP® CKA®

Shared 1 month ago

3.6K views

16:37

Why Your Future Net Worth Is MUCH Bigger Than You Think

Joe F. Schmitz Jr. CFP® CKA®

Shared 1 month ago

5.6K views

20:27

Do You ACTUALLY Have Enough? (The Truth for Pension + $1M Retirees)

Joe F. Schmitz Jr. CFP® CKA®

Shared 2 months ago

13K views

13:24

Widows, Be Aware of This BEFORE It’s Too Late

Joe F. Schmitz Jr. CFP® CKA®

Shared 2 months ago

942 views

15:55

Stop Saving… Start Spending? The 4 Things You MUST Do With Your Money in Retirement

Joe F. Schmitz Jr. CFP® CKA®

Shared 2 months ago

4.4K views

17:36

If Your Advisor Isn’t Doing THIS… You’re Overpaying

Joe F. Schmitz Jr. CFP® CKA®

Shared 2 months ago

1.9K views

16:44

4 Considerations If You Have a Pension

Joe F. Schmitz Jr. CFP® CKA®

Shared 2 months ago

66K views

3:20

Joe Talks Tax Filing Tips On The News (Before April 15)

Joe F. Schmitz Jr. CFP® CKA®

Shared 2 months ago

637 views

19:59

If Your Advisor Says THIS… They Don’t Work With High-Net-Worth Investors (10 Red Flags)

Joe F. Schmitz Jr. CFP® CKA®

Shared 2 months ago

4.5K views

15:57

80% of Retirees Pay $0 in Federal Income Taxes… Here’s Why You Won’t

Joe F. Schmitz Jr. CFP® CKA®

Shared 2 months ago

3.1K views

17:07

Income Planning With a Pension. Should You Be Concerned About Market Volatility?

Joe F. Schmitz Jr. CFP® CKA®

Shared 2 months ago

4.1K views

20:27

Pension and Social Security?… Here’s What Most Miss

Joe F. Schmitz Jr. CFP® CKA®

Shared 2 months ago

7.6K views

1:45

Don't Tell Joe We Posted This... Happy April Fools!

Joe F. Schmitz Jr. CFP® CKA®

Shared 2 months ago

767 views

19:27

5 Considerations Before Doing Roth Conversions With Pensions

Joe F. Schmitz Jr. CFP® CKA®

Shared 2 months ago

3.8K views

2:40

Client Testimonials - Peak Retirement Planning, Inc.

Joe F. Schmitz Jr. CFP® CKA®

Shared 2 months ago

1.1K views

19:29

You Did Everything Right… So Why Are Your Taxes So High?

Joe F. Schmitz Jr. CFP® CKA®

Shared 2 months ago

1.4K views

18:05

Why Retirees With $1M+ STILL Fear Running Out of Money

Joe F. Schmitz Jr. CFP® CKA®

Shared 2 months ago

1.3K views

12:17

5 Things You MUST Know Before Moving to Another State in Retirement

Joe F. Schmitz Jr. CFP® CKA®

Shared 3 months ago

2.9K views

17:39

I Am Retired. What Should I Do With My 401k?

Joe F. Schmitz Jr. CFP® CKA®

Shared 3 months ago

2.3K views

17:04

3 Roth Conversion Myths Retirees Still Believe

Joe F. Schmitz Jr. CFP® CKA®

Shared 3 months ago

3.7K views

17:27

Inherited IRA... Use These 7 Strategies Before You Withdraw

Joe F. Schmitz Jr. CFP® CKA®

Shared 3 months ago

4K views

20:36

Why Prepaying Your RMDs Could Save You Thousands in Retirement

Joe F. Schmitz Jr. CFP® CKA®

Shared 3 months ago

61K views

20:49

The 7-Point Retirement Checklist For Those Retiring With a Pension

Joe F. Schmitz Jr. CFP® CKA®

Shared 3 months ago

52K views

11:34

3 HUGE Tax Wins in the One Big Beautiful Bill That Retirees Can’t Ignore in 2026

Joe F. Schmitz Jr. CFP® CKA®

Shared 3 months ago

1.7K views

16:56

Pension, Social Security, and $1 Million Saved… Consider These Points

Joe F. Schmitz Jr. CFP® CKA®

Shared 3 months ago

13K views

18:28

Have a Pension? Need an Income Annuity?

Joe F. Schmitz Jr. CFP® CKA®

Shared 3 months ago

2.3K views

22:12

100 Things Midwestern Millionaires Do

Joe F. Schmitz Jr. CFP® CKA®

Shared 3 months ago

15K views

16:23

Stop Guessing Your Roth Conversions Before This Window Closes

Joe F. Schmitz Jr. CFP® CKA®

Shared 3 months ago

3.5K views

15:58

Your 401k Might Be Your Biggest Retirement Mistake If You Have a Pension

Joe F. Schmitz Jr. CFP® CKA®

Shared 3 months ago

4.5K views

35:13

Tax Prep Tips You Need After This New Tax Bill

Joe F. Schmitz Jr. CFP® CKA®

Shared 4 months ago

964 views

19:03

10 Retirement Fixes You Can Do TODAY

Joe F. Schmitz Jr. CFP® CKA®

Shared 4 months ago

2.5K views

22:22

10 Tax Planning Moves Every Pension Retiree Must Know

Joe F. Schmitz Jr. CFP® CKA®

Shared 4 months ago

4.3K views

19:16

DIY Retirement Planning? 4 Reasons to Hire an Advisor

Joe F. Schmitz Jr. CFP® CKA®

Shared 4 months ago

1.9K views

15:06

These 5 Retirement Income Strategies Change Everything if You Have a Pension

Joe F. Schmitz Jr. CFP® CKA®

Shared 4 months ago

5.7K views

16:51

Biggest Retirement Mistakes for Those With Pensions

Joe F. Schmitz Jr. CFP® CKA®

Shared 4 months ago

19K views

13:35

5 In-Service Withdrawal Rules You Must Know (401k/TSP)

Joe F. Schmitz Jr. CFP® CKA®

Shared 4 months ago

2K views