Joe Schmitz
CEO of Peak Retirement Planning. He advises on diversified portfolios and Roth conversions, especially during market dips.
Best podcasts with Joe Schmitz
Ranked by the Snipd community
9 snips
May 27, 2025 • 36min
Scaling to $300M in 3 Years: Joe Schmitz on Hyper-Focused Marketing and Team Building
Joe Schmitz, the founder of Peak Retirement Planning, shares his remarkable journey of scaling his firm to nearly 60 members and $300 million in assets in just three years. He discusses his focus on 'Midwestern Millionaires,' emphasizing their values of hard work and frugality. Joe reveals a multi-channel marketing approach that attracts over 40 qualified prospects weekly, his rigorous hiring standards resulting in just 9 hires from 2,600 applicants, and the importance of creating a client-centric team to disrupt traditional retirement planning.
6 snips
May 22, 2025 • 8min
Stay Diversified & Don't Time Markets, 'Not Sure What's Going to Happen'
In this discussion, Joe Schmitz, CEO of Peak Retirement Planning, emphasizes the importance of staying diversified in today's volatile market. He urges investors to keep their portfolios active, highlighting that rallies can occur swiftly after dips. Joe warns against putting too much money into cryptocurrencies and suggests strategies like Roth conversions to manage risk. He also explores how fluctuating interest rates affect investment choices, particularly for long-term versus short-term investors, reinforcing the need for adaptability.
