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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" and "Midwestern Millionaire". 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-Pillar Approach. If you would like to learn more about us, view the links below.
Joe F. Schmitz Jr. CFP® CKA® is a growing YouTube creator specializing in personal finance and investing. With 81.8K subscribers and over 3.5 million total views, Joe F. Schmitz Jr. CFP® CKA® has established a significant presence in the finance space.
Joe F. Schmitz Jr. CFP® CKA®'s channel features 436 videos.
Product Review Campaign
Joint Content Series
Long-term Partnership
As of January 2026, Joe F. Schmitz Jr. CFP® CKA® has 56.5K 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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