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The 2% Club: Are You Among the Elite Ready for Retirement?

The 2% Club: Are You Among the Elite Ready for Retirement?

Update: 2025-11-18
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Are you part of the 2% Club? This video unveils insights from Joe's upcoming book The 2% Club. Discover what makes this small group of retirees, those with both a pension and $1 million+ saved, so unique, and how you can plan like them. Joe breaks down the five pillars of pension planning, from taxes and investments to income, healthcare, and estate strategies, all tailored for those ready to retire confidently and with purpose.

Are you interested in applying to receive expert help in planning for your financial future? If so, you can apply at https://peakretirementplanning.com/schedule-a-meeting/ 

🎥 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/retirement/retirement-planning/are-you-being-tax-smart-about-your-pension

📞 Apply to talk with us: https://peakretirementplanning.com/schedule-a-meeting/

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The 2% Club: Are You Among the Elite Ready for Retirement?

The 2% Club: Are You Among the Elite Ready for Retirement?

Joe Schmitz Jr.