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The 2% Club is officially out! In this post-launch episode, Joe dives deep into why he wrote the book and how it helps those with pensions and $1M+ in savings navigate retirement like a pro. He explains the five pillars of pension planning: Tax, Investment, Income, Healthcare, and Estate Planning, and shares why being part of the 2% Club means you've earned the right to retire with confidence, purpose, and legacy.
🎥 Subscribe to our YouTube channel: https://bit.ly/430T9Lv
📚Get a FREE copy of Joe's book "2% Club": https://keap.page/bsd964/2-percent-toolkit-podcast.html
🟥 Read our latest article featured in Kiplinger: https://www.kiplinger.com/taxes/tax-planning/what-being-in-the-2-percent-club-means-for-your-retirement
📞 Schedule a call with our team: https://peakretirementplanning.com/schedule-a-meeting/
By Joe Schmitz Jr., CFP® ChFC® CKA®4.8
2828 ratings
The 2% Club is officially out! In this post-launch episode, Joe dives deep into why he wrote the book and how it helps those with pensions and $1M+ in savings navigate retirement like a pro. He explains the five pillars of pension planning: Tax, Investment, Income, Healthcare, and Estate Planning, and shares why being part of the 2% Club means you've earned the right to retire with confidence, purpose, and legacy.
🎥 Subscribe to our YouTube channel: https://bit.ly/430T9Lv
📚Get a FREE copy of Joe's book "2% Club": https://keap.page/bsd964/2-percent-toolkit-podcast.html
🟥 Read our latest article featured in Kiplinger: https://www.kiplinger.com/taxes/tax-planning/what-being-in-the-2-percent-club-means-for-your-retirement
📞 Schedule a call with our team: https://peakretirementplanning.com/schedule-a-meeting/

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