DiscoverJoe Knows RetirementWhat Every DIY Needs to Know for Retirement Planning
What Every DIY Needs to Know for Retirement Planning

What Every DIY Needs to Know for Retirement Planning

Update: 2025-09-08
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Are you considering handling your retirement planning on your own? This video shares the 7 key things every DIY retirement planner needs to understand. From the time commitment to advanced tax planning and even AI tools, these insights will help you decide if you should keep going solo or bring in a team.

 

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/ 

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📚Get a FREE copy of Joe’s book “Midwestern Millionaire”: https://keap.page/bsd964/midwestern-millionaire-toolkit-youtube.html

🟥 Read our latest article featured in Kiplinger:  https://www.kiplinger.com/retirement/will-you-pay-higher-taxes-in-retirement

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

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What Every DIY Needs to Know for Retirement Planning

What Every DIY Needs to Know for Retirement Planning

Joe Schmitz Jr.