Peak Retirement Planning, Inc.

What's spookier than mummy cupcakes?

Working with advisors who only manage investments and not having a plan for retirement that considers the 5 Pillars (tax, investment, income, healthcare, & estate planning).

Now that's scary...👻

All treats and no tricks here at Peak🙂

Our smiling face who welcomes those visiting our firm is dressed as "Queen Elizabeth" today - Happy Halloween!🎃

Last week we hosted our first workshop at our very own Peak Education Center! It was a packed house!

Joe Schmitz Jr. and Elder Law Attorney, Richard Bechtol, did an excellent job sharing about estate planning and taxes.

We're so grateful to have this building where we can have events that provide free education to our community.

At Peak, we have a heart to serve, and this is just the start!

Please help us wish a very happy birthday to Sam, one of our incredible Financial Planners🎉

When it comes to care and concern for our clients, Sam perfectly embodies the heart of Peak.

This man has a servant's heart...it is pure GOLD! We wish you could hear how he talks about our clients and goes to bat for them daily.

We hope you have the best day with your family and loved ones, Sam! You deserve it! We're so thankful for who you are and the integral role you play on our team.

You can't have remarkable client experiences without having remarkable team experiences. That's why we invest so much into our TEAM at Peak.

Thank you to SF Weekly for featuring how we strive to empower our team members, both professionally and financially!

Joe Schmitz Jr., founder and CEO of Peak Retirement Planning, also feels that helping employees find financial freedom is advantageous to their overall happiness and fulfillment — at work and beyond. “In business, empowering those you lead to make decisions at their level will lead to increased business success, productivity, and greater wealth-building potential over time,” says Schmitz.

Check out the full article below⤵

From Financial Success to Fulfillment: How Empowering Others Can Lead to Greater Rewards Than Wealth Alone Today’s fast-paced, social media-centered business world is often driven by the desire for financial success. Self-proclaimed financial experts and influencers pepper social media with their fail-safe tips for making millions.

400% growth only happens by impacting the lives and legacies of hundreds of families.

Joe Schmitz Jr. founded Peak Retirement Planning to bridge a gap in the financial planning industry. Thank you to The Good Men Project for telling our story!

Our mission and expertise have led to exponential growth, and we are so grateful.

You can read the full article below⤵️

How Joe Schmitz Built Peak Retirement’s 400% Growth While Helping Hardworking Individuals Secure Their Financial Future -- Joe Schmitz, a Certified Financial Planner, established Peak Retirement Planning Inc. with one clear objective: he saw a growing need for personalized,

This past weekend our very own Joe Schmitz Jr. and Cole Schrock ran The Columbus Marathon for Nationwide Children's Hospital🏃‍♂️🏅And Cole's wife, Angela, ran in the half marathon!

That's 65.5 miles cumulatively💪

Our team had a blast cheering them on, and we commend their determination! At Peak, we constantly strive to push past our limits - both personally and professionally.

Way to go, Joe, Cole, and Angela! You made us all proud!

We want to reward our PEAK team members with PEAK experiences. That's why we're giving each member of our team $500 to use toward an experience of their choice! Sam, one of our incredible Financial Planners, was able to take his wife, two kids, and parents to the OSU vs Iowa game🏈 Go Bucks!

They loved the band and the feeling of being in the immense stadium, but he said the best part was getting to experience it together!

We have the most DEDICATED team, who are the BEST at what they do and who give their ALL every day, which is why we're so excited to do this. We cannot wait to see the experiences the rest of our team will have and hear about the wonderful memories they will make!

Catch Joe on radio in 30 minutes!

Every time we add a new member to our team, it’s a HUGE deal. Each hire is intentional and allows us to take our service to the next level. We will never sacrifice our client experience for growth. Our goal is to be the BEST. These two will allow us to do just that. Please help us welcome Eric Rayer and Joel Meglic to the team!

Eric is an OVERCOMER - his story is inspiring. He is a man on a mission! Eric graduated from OSU, plays in the band at his church, and enjoys traveling. He firmly believes in loving people and looks forward to serving our clients throughout their retirement. He’s thrilled to be at Peak because of our culture and how hard we run!

Joel is ELITE at everything he does. A former D1 football player, he moved across the country to join us here at Peak. Joel is faith-driven and always tries to leave people better than he found them. He looks forward to playing a role in our mission and impacting as many people as possible!

To the moon, we go!🚀🌙

What an incredible evening spent with our clients! We're so grateful to everyone who joined us for our Summer Mixer. An evening full of food, fun, and making memories with our clients...we couldn't ask for anything more!

All good things must come to an end...

Today is Grant Burkholder's last day as our summer intern.

Previously coached by Joe starting in 8th grade, he'll be heading back to Mount Vernon Nazarene University (MVNU) for his sophomore year and second season of basketball!

Biggest Takeaway: How important culture is in a business.

Favorite Memory: Having visitors from MVNU and all our alum team members. Go Cougs!

Thank you, Grant, for all your hard work. It was such a pleasure having you with us. We wish you the best of luck this year and will be cheering you on!

Some financial planners might not be allowed to do tax planning at their company, but they also might not be willing to commit the time or are more focused on compensation.

Read Joe Schmitz Jr.'s newest Kiplinger article to learn how to make sure you're covered👇

Five Reasons Some Financial Planners Avoid Tax Planning They might not be allowed to do it at their company, but they also might not be willing to commit the time or are more focused on compensation. Here's how to make sure you're covered.

Have you saved $1 million or more, but most of your wealth is in tax-deferred vehicles like an IRA or 401k? Then Uncle Sam is also a partner in that investment because you'll have to pay taxes at some point.

In today's Daytime Columbus segment, Joe Schmitz Jr. shared how we help what we like to call the "Midwestern Millionaire" prepare for retirement by having a strategic tax plan.

If this sounds like you, but you don't want to pay more in taxes than you need to, seek guidance today by scheduling a 15-minute call with our team: https://peakretirementplanning.com/schedule-a-meeting/

This week we had a very special visit from Joe's mentor, Mr. Mac! He led our team through a discussion of "5 Dysfunctions of a Team", the first book (of nearly 50) that he and Joe have read together📖 At Peak Retirement Planning, our team is committed to continuous improvement so we can be the best for our clients and one another!

Our 2nd Annual Peak Pool Party was one for the books!🏊‍♂️☀️ It was a day full of good food, great company, swimming, bubbles, and a friendly (competitive) kickball game! We love having quality time together as a team and are excited to watch this group continue to grow over the years!

What are some of your favorite summer activities to do with friends and loved ones?

We are building a DREAM TEAM at Peak Retirement 🏆

Welcome, Megan Casselberry to our team!

Megan went to MVNU, which is the same college that 4 of our other teammates went to.

Megan and Joe have been close friends since college. They led a group for Christian student-athletes in college together (Athletes in Action), and she even helped choose our logo for Peak Retirement when the firm was started. She has been with us since the start!

Megan has a RELENTLESS work ethic and is one of the brightest young minds in marketing. Excited to see her help take our marketing department to the next level so we can impact more families 👍👍

Can this affect YOUR finances? Listen to find out...

CFP® Reacts to Trump Assassination Attempt | What If Trump Wins the Election? [Joe Knows, Ep. 68] In this episode of Joe Knows Retirement, Joe joins Mindy and Boots to respond to the recent assassination attempt on former president Donald Trump. They shar...

Watch Joe and Mindy Drayer sit down to talk about doing retirement planning the right way 👇

Joe and Mindy Talk Peak Retirement and the Importance of Planning For Your Retirement the Right Way In this video, Peak Retirement Planning founder and CEO Joe Schmitz Jr. sits down with Mindy Drayer to talk about the importance of planning for your retirem...

If you want to learn how to pay less taxes on your investments, watch this!

How Buckets Can Help You Pay Less Taxes On Your Investments [Joe Knows Retirement, Episode 59] Investing can be overwhelming, and if you don't do it properly, you could end up paying more in taxes than you need to. In this episode of Joe Knows Retireme...

Catch Joe on 610 WTVN at 3pm today! 📻

Watch Joe talk about 401k's on Good Day Columbus!

Joe Talks 401k's on Good Day Columbus | Peak Retirement Planning Joe joins Robyn on Good Day Columbus to talk about the power of 401k's and share what you need to know about them. He answers questions like "What is a 401k?...