Channel Avatar

Joe F. Schmitz Jr. CFP® CKA® @UCN58BT7NSxQ-O2s3SQ9_gRg@youtube.com

6.4K subscribers - no pronouns :c

Joe is a Certified Financial Planner® and the Founder of Pea


09:22
Are You Prepared to Use ALL Your Money in Retirement??
09:09
Why Do CPAs Not Talk Tax Planning? [Joe Knows Retirement, Episode 43]
07:17
Will I Lose Money with a Roth IRA?
13:00
Use THESE Strategies for Long-Term Care Costs in Retirement [Joe Knows Retirement, Episode 41]
05:23
Joe Talks Estate Planning on Daytime Columbus | Peak Retirement Planning
16:32
4 BEST Charitable Planning Strategies in Retirement [Joe Knows Retirement, Episode 39]
14:26
LEGALLY DIVORCE THE IRS??? How To Live A Tax-Free Retirement!
18:23
This Trend Could MASSIVELY Impact Your Retirement... [Joe Knows Retirement, Episode 37]
12:04
NO Growth For Over TEN YEARS???
15:35
How Government Spending And Tax Changes Could Affect You [Joe Know Retirement, Episode 35]
05:21
Joe Talks Roth Conversions on Daytime Columbus | Peak Retirement Planning
18:18
Best Ways to Pay Taxes When Doing A Roth Conversion [Joe Knows Retirement, Episode 33]
10:38
Watch Out For The Social Security Tax Torpedo!
11:48
5 Must-Read Books for Retirement [Joe Knows Retirement, Episode 31]
11:14
How We Helped Save A Client $2.8 Million In Taxes
13:35
What is a Medicaid Asset Protection Trust? [Joe Knows Retirement, Episode 30]
10:37
How to Give Money to Christian Schools in Ohio FOR FREE!! [Joe Knows Retirement, Episode 29]
04:46
Joe Joins Robyn on Daytime Columbus | Peak Retirement Planning
13:04
Should You Work With An Older Or Younger Advisor? [Joe Knows Retirement, Episode 28]
12:21
7 Reasons Why You Should NOT Work With A Financial Planner [Joe Knows Retirement, Episode 27]
04:41
This Is What Football Can Teach You About Retirement Planning
14:41
$1 Million in Tax-Deferred Investments? Watch This! [Joe Knows Retirement, Episode 26]
07:17
This Is What A Tape Measure Can Tell You About Retirement Planning
03:48
Get To Know Mindy! | Peak Retirement Planning
21:38
How to Lower Your RMDs [Joe Knows Retirement, Episode 25]
25:56
Is Your Financial Advisor Doing A Good Job For You? [Joe Knows Retirement, Episode 24]
08:24
This Expense Could Keep You From Receiving Your Social Security in Retirement...
23:02
The Three Buckets of Tax Planning [Joe Knows Retirement, Episode 23]
18:41
The Widow's Penalty and How to Plan For It [Joe Knows Retirement, Episode 22]
02:01
Joe Talks Taxes on the News!
06:31
What You Need to Know About Medicare BEFORE You Turn 65
19:51
How Much Do You Need to Retire? [Joe Knows Retirement, Episode 21]
07:54
The 2 MOST IMPORTANT Things to Plan for in Retirement
13:41
Everything You Need to Know About Social Security [Joe Knows Retirement, Episode 19]
20:52
Will You Pay HIGHER Taxes in Retirement?? [Joe Knows Retirement, Episode 18]
16:58
Tax Planning with Pensions [Joe Knows Retirement, Episode 17]
06:48
Should You Worry About Estate Taxes?
15:08
How to Leave Your Current Financial Advisor Cordially [Joe Knows Retirement, Episode 16]
03:41
How Will AI Impact Your Retirement?
57:32
How to Live a Tax-Free Retirement (Workshops for Retirement Webinar 2023)
19:59
7 Questions to Help You Find the Right Financial Advisor [Joe Knows Retirement, Episode 14]
09:52
If You're Retired With a High Net Worth, Be Aware of This!
20:09
How to Have More Purpose With Your Wealth in Retirement [Joe Knows Retirement, Episode 13]
22:32
Everything Retirees Need to Know About Tax Planning [Joe Knows Retirement, Episode 12]
17:53
The 5 Things You MUST Have In Place For Retirement
13:04
Do You Have a Plan or a Portfolio? [Joe Knows Retirement, Episode 11]
22:58
What Estate Planning Documents Do You Need? [Joe Knows Retirement, Episode 10]
06:31
Trump's Tax Cuts Are Expiring Soon!
23:08
4 Ways to Protect Your Wealth in Retirement [Joe Knows Retirement, Episode 9]
06:24
Insurance-Only vs Fully Fiduciary Financial Advisor: What's the Difference?
19:10
Check THESE 10 Items Before the End of 2023 [Joe Knows Retirement, Episode 8]
06:21
Do You Need a Trust in Retirement?
15:19
3 Ways Financial Advisors Get Compensated [Joe Knows Retirement, Episode 6]
17:44
6 Reasons Why Financial Advisors Do Not Talk Taxes [Joe Knows Retirement, Episode 5]
07:25
5 Reasons Why You Should Work in Retirement
07:06
You Should Spend MORE Money in Retirement. Here's Why...
16:24
How to Face the Complexities of Retirement Today [Joe Knows Retirement, Episode 3]
09:40
"I Hate Taxes" Book Interview + How to Get a FREE Copy! [Joe Knows Retirement, Episode 4]
04:26
THIS Is How Costly Probate Can Be If You Don't Plan the Right Way
18:14
The History of Peak Retirement Planning, Inc. [Joe Knows Retirement, Episode 1]