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.

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19:51

The 7-Step Retirement Checklist Pension Owners Can’t Ignore

Joe F. Schmitz Jr. CFP® CKA®

Shared 1 day ago

3.4K views

33:05

The 2% Club: Those With Pensions and $1M+ Saved

Joe F. Schmitz Jr. CFP® CKA®

Shared 4 days ago

1.1K views

13:01

These Retirement Regrets Cost People Their Best Years

Joe F. Schmitz Jr. CFP® CKA®

Shared 6 days ago

2.5K views

15:10

5 Tax Traps That Can Destroy Your Pension in Retirement

Joe F. Schmitz Jr. CFP® CKA®

Shared 1 week ago

3K views

13:53

10 Reasons You Should NEVER Pay a Financial Advisor 1%

Joe F. Schmitz Jr. CFP® CKA®

Shared 1 week ago

2K views

21:39

The 2% Club (Pension and $1 Million+ Saved)

Joe F. Schmitz Jr. CFP® CKA®

Shared 1 week ago

1.5K views

21:44

4 Things NO ONE Tells You If You Have a Pension

Joe F. Schmitz Jr. CFP® CKA®

Shared 2 weeks ago

14K views

18:38

If You’re 60 With $3 Million Saved… This Retirement Tax Problem Is Coming

Joe F. Schmitz Jr. CFP® CKA®

Shared 2 weeks ago

2K views

27:00

Tax Planning with Pensions

Joe F. Schmitz Jr. CFP® CKA®

Shared 2 weeks ago

6.5K views

16:22

Pension + Social Security = A Tax Nightmare?

Joe F. Schmitz Jr. CFP® CKA®

Shared 3 weeks ago

9.4K views

2:37

Pension? $1M or More Saved? Welcome to Our YouTube Channel!

Joe F. Schmitz Jr. CFP® CKA®

Shared 3 weeks ago

4.8K views

16:53

Traditional vs Roth: Smarter Retirement Moves If You Have a Pension

Joe F. Schmitz Jr. CFP® CKA®

Shared 3 weeks ago

3.9K views

23:29

10 Things You MUST Do If You’re Retiring With a Pension

Joe F. Schmitz Jr. CFP® CKA®

Shared 4 weeks ago

7.9K views

13:41

Federal Employees: This TSP Roth Conversion Rule Changes Everything

Joe F. Schmitz Jr. CFP® CKA®

Shared 1 month ago

3.2K views

13:54

Have a Pension & $1M+ Saved? Here’s Why Smart Retirees STILL Hire Help

Joe F. Schmitz Jr. CFP® CKA®

Shared 1 month ago

3.2K views

5:51

The Retirement Guide for Those With Pensions and $1M+ Saved

Joe F. Schmitz Jr. CFP® CKA®

Shared 1 month ago

9.2K views

16:44

Stop Working if You Have a Pension!

Joe F. Schmitz Jr. CFP® CKA®

Shared 1 month ago

9.5K views

14:54

Pension? Millionaire? THIS Is Your Real Problem in Retirement

Joe F. Schmitz Jr. CFP® CKA®

Shared 1 month ago

11K views

30:25

End-of-Year Tax Planning Strategies

Joe F. Schmitz Jr. CFP® CKA®

Shared 1 month ago

1.6K views

17:10

Do NOT Roth Convert If You Meet These 6 Rules

Joe F. Schmitz Jr. CFP® CKA®

Shared 1 month ago

112K views

19:15

Most 62-Year-Olds Miss This… Even With $2M Saved

Joe F. Schmitz Jr. CFP® CKA®

Shared 1 month ago

9.2K views

13:12

Have a Pension? This Will Help You Spend Your Money…

Joe F. Schmitz Jr. CFP® CKA®

Shared 1 month ago

4.6K views

19:31

3 Things to Do if You Have a Pension

Joe F. Schmitz Jr. CFP® CKA®

Shared 1 month ago

55K views

21:50

Everything to Know About Roth Conversions if You Have a Pension - 21 Things to Consider

Joe F. Schmitz Jr. CFP® CKA®

Shared 1 month ago

6.2K views

11:18

Why Advisors HATE Roth Conversions

Joe F. Schmitz Jr. CFP® CKA®

Shared 1 month ago

3.5K views

17:15

10 Tax Considerations Before the End of the Year

Joe F. Schmitz Jr. CFP® CKA®

Shared 2 months ago

1.6K views

17:54

The Truth About the 60/40 Portfolio (Pension Holders Beware)

Joe F. Schmitz Jr. CFP® CKA®

Shared 2 months ago

12K views

46:56

Midwestern Millionaires: Critical Planning Moves for Those With $1M+ Saved

Joe F. Schmitz Jr. CFP® CKA®

Shared 2 months ago

1.6K views

20:54

Must-Know Pension Moves for Your 50s & 60s

Joe F. Schmitz Jr. CFP® CKA®

Shared 2 months ago

4.2K views

17:09

3 Things to Plan for Retirement (Millionaires with a Pension)

Joe F. Schmitz Jr. CFP® CKA®

Shared 2 months ago

10K views

16:49

The 2% Club: Are You Among the Elite Ready for Retirement?

Joe F. Schmitz Jr. CFP® CKA®

Shared 2 months ago

5.4K views

18:17

Defer Taxes Into Retirement? BIG Mistake for Pension Holders

Joe F. Schmitz Jr. CFP® CKA®

Shared 2 months ago

3.5K views

18:43

Why Your Pension Could Make You Pay MORE in Taxes!

Joe F. Schmitz Jr. CFP® CKA®

Shared 2 months ago

2.7K views

11:18

Stop Waiting to Break Even on Your ROTH!

Joe F. Schmitz Jr. CFP® CKA®

Shared 2 months ago

4K views

15:36

Retiring Single with a Pension? You Could Pay nearly DOUBLE in Taxes

Joe F. Schmitz Jr. CFP® CKA®

Shared 2 months ago

2.4K views

15:18

Why Millionaires Still Feel Broke in Retirement

Joe F. Schmitz Jr. CFP® CKA®

Shared 2 months ago

2.8K views

16:24

7 Pension Mistakes In Retirement

Joe F. Schmitz Jr. CFP® CKA®

Shared 3 months ago

12K views

18:44

Can You REALLY Live Tax-Free in Retirement If You Have a Pension?

Joe F. Schmitz Jr. CFP® CKA®

Shared 3 months ago

2.7K views

19:26

5 Roth Conversion MISTAKES That Could Cost You Hundreds of Thousands in Retirement

Joe F. Schmitz Jr. CFP® CKA®

Shared 3 months ago

2.3K views

15:43

From $1M to $5M in Retirement?! Here’s How It Actually Happens

Joe F. Schmitz Jr. CFP® CKA®

Shared 3 months ago

5.7K views

39:08

What Makes Peak the #1 Fastest-Growing Private Company in Columbus

Joe F. Schmitz Jr. CFP® CKA®

Shared 3 months ago

1K views

14:28

Why the 4% Rule Could Be Dangerous If You Have a Pension

Joe F. Schmitz Jr. CFP® CKA®

Shared 3 months ago

3.2K views

17:11

5 Retirement Moves to Protect Your Spouse (Before It’s Too Late)

Joe F. Schmitz Jr. CFP® CKA®

Shared 3 months ago

1.1K views

17:34

Is the 12% Tax Bracket Enough for Roth Conversions? (The Truth for Millionaires with Pensions)

Joe F. Schmitz Jr. CFP® CKA®

Shared 3 months ago

16K views

20:36

Most Pension Retirees Think They’re Ready… But Are You Truly Prepared?

Joe F. Schmitz Jr. CFP® CKA®

Shared 3 months ago

3.1K views

38:25

Exploring Ohio: Top 10 Must-Do Adventures and Hidden Gems

Joe F. Schmitz Jr. CFP® CKA®

Shared 3 months ago

511 views

19:16

Should You Really Work Until 65 If You Have $1M+ & a Pension?

Joe F. Schmitz Jr. CFP® CKA®

Shared 3 months ago

3K views

3:14

What to Expect If Looking To Work With Us

Joe F. Schmitz Jr. CFP® CKA®

Shared 3 months ago

824 views

15:37

Why Roth Conversions Could Save Your Retirement (or Ruin It)

Joe F. Schmitz Jr. CFP® CKA®

Shared 3 months ago

2.5K views

17:13

Lump Sum Pension: 5 Questions You Can’t Afford to Ignore

Joe F. Schmitz Jr. CFP® CKA®

Shared 4 months ago

1.6K views

6:05

Midwestern Millionaires: Building Wealth Through Values and Planning

Joe F. Schmitz Jr. CFP® CKA®

Shared 4 months ago

724 views

14:18

Roth Conversion Hidden Traps That DIY'ers Must Know

Joe F. Schmitz Jr. CFP® CKA®

Shared 4 months ago

2.8K views

17:56

What Retired Millionaires Regret Most (It’s Not Money!)

Joe F. Schmitz Jr. CFP® CKA®

Shared 4 months ago

1.8K views

16:35

Pension Planning: Build a Legacy That Lasts

Joe F. Schmitz Jr. CFP® CKA®

Shared 4 months ago

1.6K views

59:36

The 2% Club: Retirement Secrets for Millionaires with Pensions

Joe F. Schmitz Jr. CFP® CKA®

Shared 4 months ago

138K views

29:08

Joe and Megan Talk About Peak's Standards of Excellence on the Radio

Joe F. Schmitz Jr. CFP® CKA®

Shared 4 months ago

917 views

20:35

Roth Conversions After 60: The Hidden Window of Opportunity

Joe F. Schmitz Jr. CFP® CKA®

Shared 4 months ago

3.4K views

10:25

Roth IRA 5-Year Rule: Everything to Know

Joe F. Schmitz Jr. CFP® CKA®

Shared 4 months ago

1.8K views

27:38

The 5 Pillars of Pension Planning: Must-Haves for a Secure Retirement

Joe F. Schmitz Jr. CFP® CKA®

Shared 4 months ago

46K views

18:23

Medicare with a Pension: Avoid Tax & Premium Surprises in Retirement

Joe F. Schmitz Jr. CFP® CKA®

Shared 4 months ago

7.5K views