Joe F. Schmitz Jr.

CFP®, ChFC®, CKA®

Founder & CEO of Peak Retirement Planning

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About Joe

Joe F. Schmitz Jr., CFP®, ChFC®, CKA®, is the founder and CEO of Peak Retirement Planning, Inc., which was named the number 1 fastest growing private company in Columbus, Ohio by Inc 5000 in 2025.

Known as a thought leader in the industry, he is featured in TV news segments and has written three best-selling books, "I Hate Taxes", "Midwestern Millionaire", and "The 2% Club". You may have also seen Joe on YouTube, where he has one of the largest educational retirement planning channels for those in or near retirement.

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Joe F. Schmitz Jr., CFP®, ChFC®, CKA®

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Joe is a recognized "Adviser Intel Contributor" - a select group of advisers whose content is shared with millions of families nationwide, and has written articles for the personal finance national publication since 2021.

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Listen To Joe Speak On Other Podcasts

Financial Advisor Success Podcast episode on hiring in-house to support growth doubling AUM to $600M in one year.
Listen to Financial Advisor Success
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Listen to The Advisor Journey
Promotional image for Faith, Finance & Fearless Growth podcast with hosts Mark Greaves and Joe Schmitz.
Listen to First and Focused

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Book cover of Midwestern Millionaire by Joe F. Schmitz Jr. with a city skyline and farmland illustration.
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Book cover 'The 2% Club' shows a Venn diagram of pensions, $1M+ savings, and their 2% overlap.
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