In a world obsessed with flashy lifestyles, Midwestern Millionaires embody a different kind of financial success: one built on making smart choices over their working years. Now, they require more advanced and specific planning because of the wealth they have created. This book reveals their traits and why Peak Retirement Planning, Inc. was founded to help serve them. Inside, you'll learn how to:

- Protect your hard-earned savings from unnecessary taxes - Understand the advanced planning strategies required for those with $1,000,000 or more saved - Safeguard your wealth for future generations through smart estate planning

If you've saved consistently, live by a strong set of values, and want to make sure you're maximizing your wealth through proactive planning, this book is for you. This book offers a clear roadmap, packed with real-life examples and actionable advice, that will help you confidently steward your wealth through retirement.

🎥 Subscribe to our YouTube channel: https://bit.ly/430T9Lv

📚Get a FREE copy of Joe's book "Midwestern Millionaire": https://keap.page/bsd964/midwestern-millionaire-toolkit-podcast.html

🟥 Read our latest article featured in Kiplinger: https://www.kiplinger.com/retirement/happy-retirement/spend-your-retirement-nest-egg-and-drop-the-guilt

📞 Schedule a call with our team: https://peakretirementplanning.com/schedule-a-meeting/

Timestamps:

(00:00) – Midwestern Millionaire (00:12) – Preface (01:17) – Introduction: Who is This Midwestern Millionaire? (06:19) – Chapter 1: The Traits of a Midwestern Millionaire (14:35) – Chapter 2: Why We Serve the Midwestern Millionaire (21:58) – Chapter 3: What Must a Midwestern Millionaire do? (30:38) – Chapter 4: Taxes (40:25) – Chapter 5: Which Buckets Hold Your Life Savings? (53:31) – Chapter 6: Advanced Strategies for the Tax Buckets (01:08:38) – Chapter 7: Social Security Strategies (01:19:17) – Chapter 8: Medicare Premium Strategies (01:22:35) – Chapter 9: Estate Planning and Transferring Wealth (01:43:36) – Chapter 10: The Purpose of Money (01:53:17) – Chapter 11: Why People Work With Us (02:00:31) – Thank You For Listening