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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
I'm 60 With $2 Million and a Pension... Should I Do Roth Conversions?
3.15K views · 08/14/2026
Retiring With a Pension? Watch This
7.95K views · 08/11/2026
13 Roth Conversion Windows You CAN'T Afford To Miss
1.92K views · 08/07/2026
The 5 Biggest Retirement Concerns I Hear
1.59K views · 08/04/2026
Why Your Retirement Savings Could KEEP Growing After You Retire
4.39K views · 07/31/2026
4 Ways Your Pension Protects You in Retirement
7.57K views · 07/28/2026
Latest Shorts
$0.99 Audiobooks for 24 HOURS ONLY… Don’t Miss This
2.35K views · 07/11/2026
My Audiobooks Are $0.99 TOMORROW… But Only For 24 Hours
2.14K views · 07/09/2026
The One Big Beautiful Bill: What You Need to Know in Less Than 3 Minutes
2.86K views · 12/22/2025
Roth vs. Traditional 401k… Which One Actually Saves You MORE?
6.25K views · 12/19/2025
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