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Joe F. Schmitz Jr. CFP® CKA® produces financial guidance focused on a specific demographic: retirees and pre-retirees with substantial savings. His channel centers on tax strategy, pension planning, and his "Midwestern Millionaire" concept, tailored for individuals with over $1 million in assets who prioritize frugality and diligent saving.
A Certified Financial Planner and founder of Peak Retirement Planning, Inc., Schmitz translates complex retirement topics into actionable advice. He has published over 440 videos, which have accumulated 3.7 million total views from his 93,000 subscribers. His work extends to authoring best-selling books on personal finance and taxes, reinforcing the practical strategies discussed in his videos.
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As of February 2026, Joe F. Schmitz Jr. CFP® CKA® has 139K subscribers on YouTube. Joe F. Schmitz Jr. CFP® CKA® creates finance content and has built a dedicated audience in this space.
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