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About the channel
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.
Latest videos
Have $100K+ Sitting in the Bank? Do THIS Instead
12.84K views · 09/04/2026
Single With A Pension? Don’t Let Taxes Ruin Your Retirement
5.32K views · 09/01/2026
If Roth Conversions Only Save You 2%... Are They Really Worth It?
14.87K views · 08/28/2026
Should the 2% Club Own Real Estate?
3.29K views · 08/25/2026
Do THIS Instead of a Roth Conversion
13.17K views · 08/21/2026
8 Tax Strategies Your CPA Won't Tell You - Part 2
2.8K views · 08/18/2026
Latest Shorts
$0.99 Audiobooks for 24 HOURS ONLY… Don’t Miss This
2.45K views · 07/11/2026
My Audiobooks Are $0.99 TOMORROW… But Only For 24 Hours
2.23K views · 07/09/2026
The One Big Beautiful Bill: What You Need to Know in Less Than 3 Minutes
2.96K views · 12/22/2025
Roth vs. Traditional 401k… Which One Actually Saves You MORE?
6.48K views · 12/19/2025
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