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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25:20

If You Have $3 Million Saved, Pay Attention to This

Joe F. Schmitz Jr. CFP® CKA®

Shared 1 day ago

6.3K views

17:52

Why Tax Planning Is The Center Of Retirement Planning

Joe F. Schmitz Jr. CFP® CKA®

Shared 4 days ago

4.6K views

22:10

5 Ways to Protect Your Investments in Retirement with a Pension

Joe F. Schmitz Jr. CFP® CKA®

Shared 1 week ago

7.1K views

19:39

Retiring With a Pension & $2 Million: A Real Retirement Case Study

Joe F. Schmitz Jr. CFP® CKA®

Shared 1 week ago

20K views

19:15

Have $100K+ Sitting in the Bank? Do THIS Instead

Joe F. Schmitz Jr. CFP® CKA®

Shared 2 weeks ago

26K views

18:21

Single With A Pension? Don’t Let Taxes Ruin Your Retirement

Joe F. Schmitz Jr. CFP® CKA®

Shared 2 weeks ago

7K views

19:06

If Roth Conversions Only Save You 2%... Are They Really Worth It?

Joe F. Schmitz Jr. CFP® CKA®

Shared 3 weeks ago

16K views

14:14

Should the 2% Club Own Real Estate?

Joe F. Schmitz Jr. CFP® CKA®

Shared 3 weeks ago

3.5K views

15:24

Do THIS Instead of a Roth Conversion

Joe F. Schmitz Jr. CFP® CKA®

Shared 4 weeks ago

14K views

18:33

8 Tax Strategies Your CPA Won't Tell You - Part 2

Joe F. Schmitz Jr. CFP® CKA®

Shared 1 month ago

2.9K views

17:26

I'm 60 With $2 Million and a Pension... Should I Do Roth Conversions?

Joe F. Schmitz Jr. CFP® CKA®

Shared 1 month ago

7.5K views

19:42

Retiring With a Pension? Watch This

Joe F. Schmitz Jr. CFP® CKA®

Shared 1 month ago

12K views

18:53

13 Roth Conversion Windows You CAN'T Afford To Miss

Joe F. Schmitz Jr. CFP® CKA®

Shared 1 month ago

2.6K views

17:59

The 5 Biggest Retirement Concerns I Hear

Joe F. Schmitz Jr. CFP® CKA®

Shared 1 month ago

1.7K views

16:26

Why Your Retirement Savings Could KEEP Growing After You Retire

Joe F. Schmitz Jr. CFP® CKA®

Shared 1 month ago

4.9K views

16:07

4 Ways Your Pension Protects You in Retirement

Joe F. Schmitz Jr. CFP® CKA®

Shared 1 month ago

10K views

14:32

5 Things That Disappear After You Retire

Joe F. Schmitz Jr. CFP® CKA®

Shared 1 month ago

2.9K views

15:51

You're Not the Average Retiree... Here's Why

Joe F. Schmitz Jr. CFP® CKA®

Shared 1 month ago

9.2K views

4:36

Joe Explains Roth Conversions on Good Day Extra

Joe F. Schmitz Jr. CFP® CKA®

Shared 2 months ago

1K views

16:10

The #1 Thing Wealthy Retirees Do Differently

Joe F. Schmitz Jr. CFP® CKA®

Shared 2 months ago

2.9K views

15:44

7 Retirement Numbers You MUST Know If You Have a Pension

Joe F. Schmitz Jr. CFP® CKA®

Shared 2 months ago

3.8K views

14:09

Don't Retire Until You've Checked These 5 Things

Joe F. Schmitz Jr. CFP® CKA®

Shared 2 months ago

2.3K views

16:24

The Biggest Retirement Mistake Isn't Running Out of Money... It's This

Joe F. Schmitz Jr. CFP® CKA®

Shared 2 months ago

2K views

17:55

7 Retirement Mistakes I See Every Week (Don't Make These)

Joe F. Schmitz Jr. CFP® CKA®

Shared 2 months ago

3.6K views

5:23

Joe Discusses Inflation, Social Security, and Retirement on One America News

Joe F. Schmitz Jr. CFP® CKA®

Shared 2 months ago

1.2K views

16:02

98% of Retirees Should Be Worried About These 3 Risks

Joe F. Schmitz Jr. CFP® CKA®

Shared 2 months ago

1.9K views

16:05

The Truth About Having Both a Pension and an IRA

Joe F. Schmitz Jr. CFP® CKA®

Shared 2 months ago

7.8K views

16:03

The Biggest Retirement Lies That Could Cost You Thousands

Joe F. Schmitz Jr. CFP® CKA®

Shared 2 months ago

2.2K views

17:16

Don't Retire Until You Answer These 5 Questions First

Joe F. Schmitz Jr. CFP® CKA®

Shared 2 months ago

1.8K views

7:51

Market Outlook on Schwab Network: Where Opportunity Exists Today

Joe F. Schmitz Jr. CFP® CKA®

Shared 2 months ago

923 views

47:30

The 5 Pillars Every Federal Employee MUST Get Right Before Retirement

Joe F. Schmitz Jr. CFP® CKA®

Shared 3 months ago

1.3K views

15:53

Watch Out For Tax Bracket Creep If You Have a Pension

Joe F. Schmitz Jr. CFP® CKA®

Shared 3 months ago

2.3K views

14:28

Pension Mistakes That Could Cost You Six Figures in Retirement

Joe F. Schmitz Jr. CFP® CKA®

Shared 3 months ago

2.5K views

7:38

Joe Joins the Famous "Cow Guy Close" 🤠

Joe F. Schmitz Jr. CFP® CKA®

Shared 3 months ago

961 views

16:02

Roth Conversion Windows For Those With Pensions

Joe F. Schmitz Jr. CFP® CKA®

Shared 3 months ago

4.3K views

19:39

10 Pension Mistakes Near Retirement

Joe F. Schmitz Jr. CFP® CKA®

Shared 3 months ago

50K views

9:45

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

Joe F. Schmitz Jr. CFP® CKA®

Shared 3 months ago

1.8K views

17:58

7 Biggest Decisions in Retirement

Joe F. Schmitz Jr. CFP® CKA®

Shared 3 months ago

2.1K views

14:48

Your Pension Might ONLY Be Worth HALF in Retirement

Joe F. Schmitz Jr. CFP® CKA®

Shared 3 months ago

4.2K views

16:52

Most Pension Retirees Miss These Opportunities

Joe F. Schmitz Jr. CFP® CKA®

Shared 3 months ago

59K views

16:47

The 5 WORST Things About Retirement

Joe F. Schmitz Jr. CFP® CKA®

Shared 3 months ago

4.6K views

17:04

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

Joe F. Schmitz Jr. CFP® CKA®

Shared 3 months ago

2K views

13:39

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

Joe F. Schmitz Jr. CFP® CKA®

Shared 3 months ago

3.6K views

15:37

7 Questions to Ask Before Roth Converting

Joe F. Schmitz Jr. CFP® CKA®

Shared 3 months ago

2.2K views

17:12

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

Joe F. Schmitz Jr. CFP® CKA®

Shared 4 months ago

2.3K views

16:20

Are You Spending Enough Money in Retirement?

Joe F. Schmitz Jr. CFP® CKA®

Shared 4 months ago

3.2K views

14:06

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

Joe F. Schmitz Jr. CFP® CKA®

Shared 4 months ago

45K views

17:13

10 Tax Planning Considerations For Those With Pensions

Joe F. Schmitz Jr. CFP® CKA®

Shared 4 months ago

3.2K views

16:12

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

Joe F. Schmitz Jr. CFP® CKA®

Shared 4 months ago

3.4K views

16:18

How to Maximize Your Pension and Social Security Income

Joe F. Schmitz Jr. CFP® CKA®

Shared 4 months ago

3.3K views

15:27

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

Joe F. Schmitz Jr. CFP® CKA®

Shared 4 months ago

3.9K views

22:49

FAQs You NEED to Know Before Hiring a Financial Planning Team

Joe F. Schmitz Jr. CFP® CKA®

Shared 4 months ago

1.1K views

19:02

These 3 Pension Pillars Can Make or Break Your Retirement

Joe F. Schmitz Jr. CFP® CKA®

Shared 4 months ago

9K views

18:38

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

Joe F. Schmitz Jr. CFP® CKA®

Shared 4 months ago

3.6K views

16:37

Why Your Future Net Worth Is MUCH Bigger Than You Think

Joe F. Schmitz Jr. CFP® CKA®

Shared 4 months ago

5.7K views

20:27

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

Joe F. Schmitz Jr. CFP® CKA®

Shared 4 months ago

116K views

13:24

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

Joe F. Schmitz Jr. CFP® CKA®

Shared 4 months ago

1K 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 5 months ago

4.6K views

17:36

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

Joe F. Schmitz Jr. CFP® CKA®

Shared 5 months ago

2K views

16:44

4 Considerations If You Have a Pension

Joe F. Schmitz Jr. CFP® CKA®

Shared 5 months ago

117K views