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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


22:00
How Much Should You Roth Convert? (The Higher Your Income, The Trickier It Gets)
12:48
CFP® Professional Shares Expert Advice on Roth IRAs and Roth Conversions
05:18
This Is How Trump & Kamala's Tax Policies Can Impact Your Retirement
10:21
About To Retire? You Can Do These Things With An Old 401k
12:58
Why Is Retirement Planning So Prevalent Today For Those 55-70?
21:17
Pensions & Roth Conversions: What To Plan For In Retirement
19:20
5 Tax Planning Strategies For Retirement
05:41
Long-Term Healthcare: What You Need To Know In Retirement
05:39
What You Need To Know About Required Minimum Distributions (RMDs) In Retirement
01:00:25
The Five Things You MUST Have In Retirement | Free Webinar | Peak Retirement Planning
14:18
Could YOU Be A Midwestern Millionaire? (Even Without Being From The Midwest)
18:20
Roth Conversions: Are They Worth It?
21:59
CFP® Talks the Current Market and Tips for Better Investing | Peak Retirement Planning
15:37
Permanent Life Insurance: Is It NECESSARY In Retirement?
15:31
3 Keys To Creating Income In Retirement
18:11
Only 25% of People Have a Roth IRA. Here's Why That Should Be Higher...
20:32
Generational Wealth Can Change the Lives of Your Kids and Grandkids
05:11
What To Know If You Are Retiring With A Pension
14:16
Do You Know Aunt IRMAA & Uncle Sam? This Is How They Can Impact Your Retirement
16:59
It's Okay To Spend Money In Retirement!
16:09
This Is What Taxes Will Look Like In 2026 (Unless Something Changes)
59:04
Getting The Most Out Of Your Social Security | Free Webinar | Peak Retirement Planning
13:37
Are You Retiring with a Pension? You Have These Decisions to Make...
17:46
How to Plan for the Three Phases of Retirement
22:00
CFP® Talks The 2024 Presidential Election and How It Could Impact Your Retirement
19:09
5 Types of People Roth Conversions Almost ALWAYS Make Sense For
15:50
If You Are 59.5, You Must Know This Strategy [Joe Knows Retirement, Episode 71]
11:11
Pensions Will Force You To Pay More In Taxes (Unless You Have A Plan)
16:52
5 Financial Things To Consider If You Have A Terminal Illness Or Poor Health
26:10
If You're 55-59, Prepare for Retirement By Doing These Things... [Joe Knows Retirement, Episode 70]
01:00:06
Are You Taking On Too Much Risk In Retirement? Free Webinar | Peak Retirement Planning
13:29
I Love and Hate Pensions [Joe Knows Retirement, Episode 69]
17:03
We Did A $650k Roth Conversion In One Year??
21:26
CFP® Reacts to Trump Assassination Attempt | What If Trump Wins the Election? [Joe Knows, Ep. 68]
18:10
Are You A DIY Retirement Planner? Four Things You Need to Know [Joe Knows Retirement, Episode 67]
28:38
I'm 60 Years Old With A Pension And $1 Million Saved. What's Next? [Joe Knows Retirement, Ep. 66]
05:51
Joe Talks Medicare on Daytime Columbus | Peak Retirement Planning
10:17
Joe and Mindy Talk Peak Retirement and the Importance of Planning For Your Retirement the Right Way
13:27
Why You Should NOT Roth Convert... [Joe Knows Retirement, Episode 65]
15:08
If You Have $1-3 Million Or More, WATCH THIS! [Joe Knows Retirement, Episode 64]
18:08
Long-Term Care Insurance: Is It Right For You? [Joe Knows Retirement, Episode 63]
23:28
Estate Planning Documents: Everything You Need To Know [Joe Knows Retirement, Episode 62]
14:24
Why Your Kids Should Work With Your Financial Advisor [Joe Knows Retirement, Episode 61]
05:38
Joe Talks Investments on Daytime Columbus | Peak Retirement Planning
17:53
How Buckets Can Help You Pay Less Taxes On Your Investments [Joe Knows Retirement, Episode 59]
15:00
Retiring at 59.5 Could Be The BEST Thing For You... [Joe Knows Retirement, Episode 58]
10:36
One-Time Financial Plan vs. Ongoing Plan: What's The Difference? [Joe Knows Retirement, Episode 57]
15:27
5 Reasons to Roth Convert If You Have A Pension [Joe Knows Retirement, Episode 56]
16:17
THIS Shows How Devastating the Widow's Penalty Can Be [Joe Knows Retirement, Episode 55]
14:43
Is It Enough To Work With A Fiduciary In Retirement Planning? [Joe Knows Retirement, Episode 54]
07:59
A Mortgage Can MAKE You Money??? (Dave Ramsey won't like this...)
21:49
Tax Planning is the KEY to Retirement Planning [Joe Knows Retirement, Episode 53]
11:39
How Much Should I Pay My Financial Advisor?
18:35
Annuities: Everything You Need To Know [Joe Knows Retirement, Episode 51]
03:47
This Is The BEST Investment You Can Make
21:58
Financial Advisors Say Some Crazy Stuff... [Joe Knows Retirement, Episode 49]
12:19
Are You OVERPAYING On Your Taxes??? (It Could Be More Than You Think)
13:39
6 Reasons to NOT Get Retirement Planning Advice from Peers [Joe Knows Retirement, Episode 47]
05:34
Joe Talks 401k's on Daytime Columbus | Peak Retirement Planning
14:33
Don't Follow Cookie Cutter Retirement Planning Advice [Joe Knows Retirement, Episode 45]