Midwestern Millionaire
Hardworking - Frugal - Diligent Saver
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Midwestern Millionaire
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著者：
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Joe Schmitz
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 audiobook 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 audiobook is for you. This audiobook offers a clear roadmap, packed with real-life examples and actionable advice, that will help you confidently steward your wealth through retirement.
©2025 Joe F. Schmitz Jr., CFP®, ChFC®, CKA® (P)2026 Joe F. Schmitz Jr., CFP®, ChFC®, CKA®