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The History of Peak Retirement Planning, Inc. [Episode 1]
Season 1 ยท Episode 1

The History of Peak Retirement Planning, Inc. [Episode 1]

Joe Knows Retirement ยท Joe Schmitz Jr.

October 27, 202318m 14s

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Show Notes

Welcome to the first episode of the Joe Knows Podcast! In this episode, Joe shares about the history of Peak Retirement Planning, Inc. and the story of how the firm came to be what it is today. He provides insight into Peak's humble beginnings, shares about the influences that helped shape him on his journey, and talks about the team and mission at Peak Retirement Planning that have ultimately brought his vision to life.

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/

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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/