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Joe Shares Peak's Purpose, Impact, & Growth On The Advisor Journey
Season 1 ยท Episode 152

Joe Shares Peak's Purpose, Impact, & Growth On The Advisor Journey

Joe Knows Retirement ยท Joe Schmitz Jr.

June 2, 202536m 37s

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Show Notes

In this video, Peak Retirement Planning founder and CEO Joe Schmitz joins The Advisor Journey to talk about his journey as a financial advisor and the growth Peak Retirement Planning has seen. He talks about how they have grown and the team behind that growth, as well as shares who the Midwestern Millionaire is and why he loves working with them.

Are you interested in applying to receive expert help in planning for your financial future? If so, you can apply at https://peakretirementplanning.com/schedule-a-meeting/

๐ŸŽฅ Subscribe to our YouTube channel: https://bit.ly/430T9Lv

๐Ÿ“šGet a FREE copy of Joe's book "I Hate Taxes": https://keap.page/bsd964/toolkit-youtube.html

๐ŸŸฅ Read our latest article featured in Kiplinger: https://www.kiplinger.com/retirement/will-you-pay-higher-taxes-in-retirement

๐Ÿ“ž Apply to talk with us: https://peakretirementplanning.com/schedule-a-meeting/