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How to Plan for Retirement with a Pension and $1M+ Saved
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Only about 20% of the population has a pension (source), and just 10% of the population has saved $1M+ for retirement (source). At the intersection of these two groups lies the exclusive 2% of people that we specialize in serving. My book, The 2% Club, explains the advanced planning needed for only 2% of Americans who retire with both a pension and over $1 million saved.
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ABOUT THE AUTHOR:
Joe F. Schmitz Jr. CFP® ChFC® CKA®
Joe is the founder and CEO of Peak Retirement Planning, Inc., which was named the number 1 fastest growing private company in Columbus, Ohio by Inc 5000 in 2025.
Peak Retirement Planning, Inc. focuses on serving those in the 2% Club by providing the 5 Pillars of Pension Planning.
Known as a thought leader in the industry, Joe is featured in Kiplinger and on TV news segments, and is the author of the bestselling books "I Hate Taxes" and "Midwestern Millionaire". You may have also seen Joe on YouTube, where he has one of the largest retirement planning channels for those in or near retirement.
Investment Advisory Services and Insurance Services are offered through Peak Retirement Planning, Inc., a Registered Investment Advisor.
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